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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 %
HGWM
2051
Horst & Graben Wealth Management
Oregon
$638K +$23.7K +330 +4%
MWM
2052
Mattern Wealth Management
Kansas
$638K – – –
IPW
2053
Inlet Private Wealth
Florida
$636K -$40.2K -560 -6%
MC
2054
Middleton & Co
Massachusetts
$634K -$35.9K -500 -5%
MWA
2055
Monograph Wealth Advisors
California
$633K – – –
FIA
2056
FNY Investment Advisers
New York
$633K +$633K +8,810 New
FB
2057
First Bancorp
Maine
$632K +$121K +1,677 +24%
LWM
2058
Liberty Wealth Management
California
$631K -$2.82M -39,283 -82%
RRA
2059
Round Rock Advisors
Connecticut
$631K +$5.03K +70 +0.8%
LFG
2060
Lazard Frères Gestion
France
$630K – – –
CC
2061
Cornerstone Capital
California
$630K – – –
SWMG
2062
Sard Wealth Management Group
Georgia
$629K +$3.38K +47 +0.5%
SWK
2063
Stephen W. Kidder
$627K -$53.9K -750 -8%
JAG
2064
Journey Advisory Group
Kentucky
$627K – – –
IAS
2065
IMA Advisory Services
Colorado
$626K +$626K +8,649 New
FCM
2066
Firestone Capital Management
Florida
$625K +$72 +1 +0%
LFA
2067
Laraway Financial Advisors
Minnesota
$625K +$16.4K +228 +3%
FA
2068
Fagan Associates
New York
$625K – – –
CCB
2069
Cutter & Co Brokerage
Missouri
$625K +$5.82K +81 +0.9%
WPP
2070
Whalerock Point Partners
Rhode Island
$623K – – –
GWM
2071
GDS Wealth Management
Texas
$623K -$20.7K -288 -3%
AA
2072
Addison Advisors
Vermont
$621K -$15.7K -218 -2%
WIA
2073
Westbourne Investment Advisors
Maryland
$619K – – –
VCM
2074
Vivaldi Capital Management
Illinois
$618K +$16.6K +231 +3%
SIS
2075
Sound Income Strategies
Florida
$617K +$6.76K +94 +1%
81 82
83
84 85