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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 %
NRC
2201
New Republic Capital
North Carolina
$509K -$105K -1,449 -17%
VCM
2202
Vision Capital Management
Oregon
$509K – – –
FAG
2203
Fortitude Advisory Group
Washington
$509K -$11.6K -161 -2%
AFT
2204
Alpha Family Trust
California
$506K – – –
SIA
2205
Schear Investment Advisers
Ohio
$506K +$75.7K +1,054 +18%
FAFN
2206
First Affirmative Financial Network
Colorado
$505K +$102K +1,415 +25%
DIP
2207
Davis Investment Partners
North Carolina
$504K -$7.1K -100 -1%
KIC
2208
Keating Investment Counselors
Florida
$503K – – –
PP
2209
Pegasus Partners
Wisconsin
$503K – – –
OKSA
2210
O'Keefe Stevens Advisory
New York
$502K +$154K +2,139 +44%
SPC
2211
Spirepoint Private Client
Florida
$502K +$1.08K +15 +0.2%
EW
2212
Elyxium Wealth
California
$502K +$502K +6,979 New
FOA
2213
Five Oceans Advisors
California
$501K -$287 -4 -0.1%
PWM
2214
Provident Wealth Management
Tennessee
$500K +$10.1K +140 +2%
IPAM
2215
Investment Partners Asset Management
New Jersey
$500K +$10.8K +150 +2%
SAM
2216
Sawgrass Asset Management
Florida
$499K +$150K +2,085 +43%
BIAS
2217
Beacon Investment Advisory Services
New Jersey
$499K +$37.5K +522 +8%
CA
2218
Cornerstone Advisory
Maryland
$496K +$18K +250 +4%
CG
2219
Clarus Group
Texas
$496K +$934 +13 +0.2%
MKC
2220
M. Kraus & Co
Vermont
$495K -$3.74K -52 -0.7%
SFFS
2221
Stonehage Fleming Financial Services
Jersey
$494K +$285K +3,967 +136%
MAM
2222
Marotta Asset Management
Virginia
$493K -$12.2K -170 -2%
NPPM
2223
North Point Portfolio Managers
Ohio
$493K +$493K +6,865 New
FNA
2224
First National Advisers
Nebraska
$493K -$30.8K -428 -6%
CHA
2225
Cooper/Haims Advisors
New York
$492K +$2.66K +37 +0.5%
87 88
89
90 91