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Coca-Cola
KO

Overview Fund Activity

3,111 hedge funds and large institutions have $218B invested in Coca-Cola in 2024 Q3 according to their latest regulatory filings, with 234 funds opening new positions, 1,229 increasing their positions, 1,278 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,111
Holders Change
+102
Holders Change %
+3.39%
% of All Funds
45%
Holding in Top 10
75
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.94%
% of All Funds
1.08%
New
234
Increased
1,229
Reduced
1,278
Closed
96
Calls
$2.17B
Puts
$1.75B
Net Calls
+$415M
Net Calls Change
-$22.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.37B
2
Capital International Investors
Capital International Investors
California
+$915M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$805M
4
GQG Partners
GQG Partners
Florida
+$793M
5
AIM
Alphinity Investment Management
Australia
+$697M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$502M
2
Citadel Advisors
Citadel Advisors
Florida
-$370M
3
State Street
State Street
Massachusetts
-$343M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$264M
5
APG Asset Management
APG Asset Management
Netherlands
-$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRIG
1751
Charter Research & Investment Group
Connecticut
$947K – – –
ES
1752
Eagle Strategies
New York
$946K +$6.83K +95 +0.7%
ATS
1753
Ashton Thomas Securities
New York
$944K +$165K +2,298 +21%
AG
1754
Advocate Group
Minnesota
$942K -$7.55K -105 -0.8%
CA
1755
Continuum Advisory
Idaho
$942K -$8.88K -142 -0.9%
NI
1756
NFC Investments
Tennessee
$939K – – –
CWM
1757
Chemistry Wealth Management
New York
$939K -$4.82K -67 -0.5%
MFG
1758
Mainsail Financial Group
Washington
$938K -$4.87K -70 -0.5%
SW
1759
SkyOak Wealth
Michigan
$933K – – –
RSWM
1760
Robertson Stephens Wealth Management
California
$933K -$85.4K -1,181 -8%
AIM
1761
Aigen Investment Management
New York
$932K +$932K +12,965 New
SLT
1762
St Louis Trust
Missouri
$929K -$218K -3,033 -19%
MAM
1763
Montchanin Asset Management
Delaware
$929K – – –
TCG
1764
Transcendent Capital Group
Oklahoma
$927K +$4.1K +57 +0.4%
PTB
1765
Pioneer Trust Bank
Oregon
$926K – – –
SFG
1766
Seamount Financial Group
Colorado
$925K +$18K +250 +2%
TA
1767
Townsend & Associates
Colorado
$925K -$136 -2 -0%
AF
1768
Advisornet Financial
Minnesota
$925K +$14.8K +206 +2%
MWA
1769
Midland Wealth Advisors
Illinois
$922K -$236K -3,282 -20%
SAW
1770
Signal Advisors Wealth
Michigan
$920K +$920K +12,805 New
LIM
1771
Letson Investment Management
Georgia
$919K – – –
TL
1772
Tradewinds LLC
North Carolina
$917K -$109K -1,512 -11%
S
1773
SimplyRich
California
$915K -$24.6K -343 -3%
OPA
1774
Old Port Advisors
Maine
$914K -$23.1K -321 -2%
DFA
1775
Delta Financial Advisors
Louisiana
$914K +$2.52K +35 +0.3%
69 70
71
72 73