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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 %
NWMG
1976
Nicholson Wealth Management Group
South Carolina
$706K +$706K +9,822 New
EFG
1977
Embree Financial Group
Illinois
$706K +$1.15K +16 +0.2%
IA
1978
IFG Advisors
Missouri
$704K – – –
TFO
1979
Tarbox Family Office
California
$702K – – –
PFA
1980
Pure Financial Advisors
California
$701K +$342K +4,757 +95%
BFA
1981
Buttonwood Financial Advisors
Maryland
$701K -$17K -237 -2%
PWM
1982
Prentice Wealth Management
New York
$700K +$36.4K +506 +5%
RW
1983
Regimen Wealth
Georgia
$700K +$5.32K +74 +0.8%
AIM
1984
Aspen Investment Management
Michigan
$697K -$20.5K -285 -3%
FA
1985
Fiduciary Alliance
South Carolina
$696K +$183K +2,542 +36%
FFA
1986
First Foundation Advisors
California
$696K -$148K -2,058 -18%
KB
1987
Kimelman & Baird
New York
$695K – – –
CSI
1988
Cross Staff Investments
New York
$693K – – –
UAG
1989
United Advisor Group
Ohio
$693K +$183K +2,544 +36%
FHC
1990
First Heartland Consultants
Missouri
$693K -$5.32K -74 -0.8%
CI
1991
CacheTech Inc
Utah
$693K -$122K -1,703 -15%
AWM
1992
Adams Wealth Management
Utah
$693K -$122K -1,703 -15%
MMA
1993
Miracle Mile Advisors
California
$693K +$69.8K +972 +11%
MPIA
1994
Mountain Pacific Investment Advisers
Idaho
$692K -$20.5K -285 -3%
LWMM
1995
Legacy Wealth Management (Mississippi)
Mississippi
$692K +$88.2K +1,227 +15%
TT
1996
TI-Trust
Illinois
$692K -$287 -4 -0%
GIM
1997
Goelzer Investment Management
Indiana
$689K – – –
CCA
1998
Clearwater Capital Advisors
Illinois
$689K +$689K +9,583 New
SWA
1999
SFMG Wealth Advisors
Texas
$689K +$3.09K +43 +0.5%
GLLW
2000
Graves Light Lenhart Wealth
Virginia
$688K – – –
78 79
80
81 82