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Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$105M +$2.91M +44,630 +3%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$104M +$654K +10,024 +0.6%
Allianz Asset Management
153
Allianz Asset Management
Germany
$104M +$970K +14,861 +0.9%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$103M -$18.3M -280,862 -15%
Handelsbanken Fonder
155
Handelsbanken Fonder
Sweden
$102M +$7.32M +112,180 +7%
MSV
156
MN Services Vermogensbeheer
Netherlands
$101M +$2.21M +33,800 +2%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$100M +$6.86M +105,059 +7%
Janus Henderson Group
158
Janus Henderson Group
United Kingdom
$100M -$68M -1,041,251 -39%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$98.7M -$46.7M -715,020 -31%
BG
160
Bahl & Gaynor
Ohio
$98.2M -$843K -12,917 -0.8%
William Blair & Company
161
William Blair & Company
Illinois
$97.5M -$4.82M -73,790 -4%
Victory Capital Management
162
Victory Capital Management
Texas
$96.1M -$21.7M -332,491 -18%
CLOS
163
Compagnie Lombard Odier SCmA
Switzerland
$94.7M -$1.29M -19,725 -1%
State of New Jersey Common Pension Fund D
164
State of New Jersey Common Pension Fund D
New Jersey
$94.2M
State of Tennessee, Department of Treasury
165
State of Tennessee, Department of Treasury
Tennessee
$92.6M -$4.19M -64,229 -4%
Verition Fund Management
166
Verition Fund Management
Connecticut
$92.4M +$60.7M +929,726 +168%
Comerica Bank
167
Comerica Bank
Texas
$91.8M -$3.01M -46,093 -3%
QP
168
Quilter Plc
United Kingdom
$91.3M +$4.27M +65,482 +5%
JIC
169
Johnson Investment Counsel
Ohio
$90.8M +$1.31M +20,031 +1%
Arrowstreet Capital
170
Arrowstreet Capital
Massachusetts
$90.4M +$17.6M +269,414 +23%
M&T Bank
171
M&T Bank
New York
$89.1M -$15.2M -232,545 -14%
SAM
172
Scopus Asset Management
New York
$88.7M +$56.8M +870,000 +157%
HTC
173
Haverford Trust Company
Pennsylvania
$87.6M -$448K -6,865 -0.5%
Mariner
174
Mariner
Kansas
$87.5M +$6.39M +97,901 +7%
Bank of Nova Scotia
175
Bank of Nova Scotia
Ontario, Canada
$87.1M -$74.5M -1,140,591 -45%

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.