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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 %
QWM
2126
Quadcap Wealth Management
Texas
$572K +$49.9K +695 +10%
PFA
2127
Plotkin Financial Advisors
Maryland
$572K +$4.89K +68 +0.9%
FC
2128
Fairscale Capital
New Hampshire
$569K – – –
CSPAM
2129
Cary Street Partners Asset Management
Virginia
$569K +$25.5K +355 +5%
OL
2130
Optas LLC
Texas
$569K +$35.4K +492 +7%
SA
2131
Strategic Advocates
Utah
$567K -$72.3K -1,006 -11%
OHIS
2132
Oak Harvest Investment Services
Texas
$567K -$28K -390 -5%
CPA
2133
Cardiff Park Advisors
California
$565K +$359 +5 +0.1%
SFC
2134
SYM Financial Corp
Indiana
$565K +$79.4K +1,105 +16%
HC
2135
Hamilton Capital
Ohio
$564K +$32.4K +496 +6%
CRI
2136
Colonial River Investments
Virginia
$564K -$333K -4,636 -37%
BCG
2137
Breakwater Capital Group
New Jersey
$564K +$9.41K +131 +2%
PBO
2138
Peoples Bank (Ohio)
Ohio
$563K -$30K -418 -5%
TC
2139
Trust Company
Kansas
$561K -$148K -2,054 -21%
TNA
2140
True North Advisors
Texas
$560K -$6.18K -86 -1%
RA
2141
Rise Advisors
New York
$558K +$15.4K +214 +3%
OCM
2142
One Capital Management
California
$556K +$12.1K +168 +2%
FC
2143
Forte Capital
New York
$555K -$56.4K -785 -9%
RCA
2144
Ranch Capital Advisors
Florida
$554K +$434 +6 +0.1%
CFA
2145
CWS Financial Advisors
Michigan
$553K +$50.7K +706 +10%
SCP
2146
Sivia Capital Partners
California
$552K +$21.1K +293 +4%
KFA
2147
Kapstone Financial Advisors
Ohio
$552K – – –
LTI
2148
Laffer Tengler Investments
Tennessee
$550K +$72 +1 +0%
GFPC
2149
Global Financial Private Client
Florida
$550K +$44.2K +615 +9%
MSCM
2150
McElhenny Sheffield Capital Management
Texas
$549K -$8.05K -112 -1%
84 85
86
87 88