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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 %
JFGIW
2151
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$548K +$60.9K +842 +13%
CWAG
2152
Compton Wealth Advisory Group
Virginia
$546K +$287 +4 +0.1%
SOAMC
2153
Spirit of America Management Corp
New York
$546K – – –
LOPW
2154
Live Oak Private Wealth
North Carolina
$546K -$4.97M -69,190 -90%
FSCM
2155
Front Street Capital Management
Montana
$545K -$1.03K -14 -0.2%
AGWCA
2156
Annis Gardner Whiting Capital Advisors
Florida
$544K -$48.5K -671 -8%
SA
2157
SRH Advisors
Kansas
$544K +$1.29K +18 +0.2%
CHA
2158
Carmichael Hill & Associates
Maryland
$543K -$58.7K -817 -10%
AAS
2159
Annex Advisory Services
Wisconsin
$543K +$55.3K +769 +11%
VCP
2160
Verus Capital Partners
Arizona
$542K +$4.17K +58 +0.8%
AP
2161
Advisors Preferred
Maryland
$541K +$152K +2,117 +39%
PI
2162
Pettee Investors
Connecticut
$540K – – –
RWM
2163
Revisor Wealth Management
Ohio
$540K -$22.9K -319 -4%
NME
2164
Notis-McConarty Edward
$539K -$18.7K -260 -3%
AFC
2165
AFT Forsyth & Company
Florida
$538K -$9.41K -131 -2%
KLWA
2166
Kelly Lawrence W & Associates
California
$538K – – –
SL
2167
Summitry LLC
California
$538K +$19.6K +273 +4%
SAM
2168
SignalPoint Asset Management
Missouri
$538K -$1.58K -22 -0.3%
AP
2169
Adero Partners
California
$537K +$33.3K +464 +7%
MFGM
2170
Marshall Financial Group (Maryland)
Maryland
$537K +$1.44K +20 +0.3%
AWA
2171
Arbor Wealth Advisors
Michigan
$535K – – –
WHCI
2172
W.H. Cornerstone Investments
Massachusetts
$535K +$431 +6 +0.1%
TA
2173
TFB Advisors
Kansas
$535K +$7.19K +100 +1%
SWA
2174
SOA Wealth Advisors
New York
$534K +$503 +7 +0.1%
PCP
2175
Proficio Capital Partners
Massachusetts
$533K -$162K -2,259 -23%
85 86
87
88 89