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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 %
ACM
1901
Ashford Capital Management
Delaware
$777K -$7.91K -110 -1%
MGWA
1902
Monument Group Wealth Advisors
Massachusetts
$777K -$72 -1 -0%
PPP
1903
Private Portfolio Partners
New Jersey
$776K +$776K +10,805 New
WF
1904
WoodTrust Financial
Wisconsin
$776K -$29.8K -415 -4%
MIM
1905
Morningstar Investment Management
Illinois
$775K -$1.5M -21,296 -66%
PW
1906
Paladin Wealth
Minnesota
$769K +$769K +10,705 New
9WM
1907
9258 Wealth Management
Ohio
$769K +$67.6K +941 +10%
ARC
1908
Advisor Resource Council
Texas
$769K +$769K +10,697 New
BT
1909
Brandywine Trust
Delaware
$768K – – –
HWP
1910
Highline Wealth Partners
California
$767K -$7.4K -103 -1%
RDWM
1911
Red Door Wealth Management
Tennessee
$766K +$128K +1,780 +20%
HCP
1912
Hardin Capital Partners
South Carolina
$766K +$3.81K +55 +0.5%
IFWM
1913
Institute for Wealth Management
Colorado
$766K -$41.5K -578 -5%
KMWM
1914
Keudell/Morrison Wealth Management
Oregon
$765K -$1.01K -14 -0.1%
AA
1915
Alta Advisers
United Kingdom
$764K +$38.4K +535 +5%
DFCM
1916
Dark Forest Capital Management
Puerto Rico
$764K +$764K +10,631 New
HAIM
1917
Hunter Associates Investment Management
Pennsylvania
$763K -$149K -2,060 -16%
GWM
1918
Gray Wealth Management
Maine
$761K +$1.73K +24 +0.2%
QC
1919
Quent Capital
New York
$761K +$56.5K +786 +8%
PH
1920
Pinnacle Holdings
Oklahoma
$760K -$4.53K -63 -0.6%
RIS
1921
Retirement Income Solutions
Michigan
$759K -$4.46K -62 -0.6%
FMP
1922
Financial Management Professionals
Texas
$759K +$24.7K +343 +3%
ACM
1923
Aster Capital Management
United Arab Emirates
$757K +$757K +10,533 New
ECM
1924
Elgethun Capital Management
South Dakota
$755K +$1.01K +14 +0.1%
HSA
1925
Hussman Strategic Advisors
Maryland
$755K -$453K -6,300 -38%
75 76
77
78 79