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Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Flossbach Von Storch
201
Flossbach Von Storch
Germany
$69.2M +$6.37M +97,659 +10%
MHI
202
Miller Howard Investments
New York
$69.1M -$6.21M -95,090 -8%
Focus Partners Wealth
203
Focus Partners Wealth
Massachusetts
$69M +$28.3M +433,030 +64%
UIM
204
USS Investment Management
United Kingdom
$68.8M +$1.51M +23,208 +2%
CI Investments Inc
205
CI Investments Inc
Ontario, Canada
$68.7M -$23.7M -362,571 -25%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$68.6M -$3.14M -48,176 -4%
Wealth Enhancement Advisory Services
207
Wealth Enhancement Advisory Services
Minnesota
$68.1M +$13.7M +210,152 +24%
SOMRS
208
State of Michigan Retirement System
Michigan
$68.1M -$1.33M -20,300 -2%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$66.8M +$2.65M +40,625 +4%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$65.4M -$3.99M -61,177 -6%
ORIO
211
Old Republic International (ORI)
Illinois
$64.9M
KBC Group
212
KBC Group
Belgium
$64.2M -$1.76M -26,990 -3%
DLA
213
Douglas Lane & Associates
New York
$64.2M -$791K -12,125 -1%
Credit Agricole
214
Credit Agricole
France
$63.7M +$22.5M +345,255 +51%
GC
215
Guggenheim Capital
Illinois
$62.5M -$10.3M -158,324 -14%
RCMF
216
RK Capital Management (Florida)
Florida
$62.3M +$65.3M +1,000,000 New
Calamos Advisors
217
Calamos Advisors
Illinois
$61.3M +$119K +1,822 +0.2%
BTI
218
Blue Trust Inc
Georgia
$60.2M +$43.4M +665,485 +221%
FFB
219
First Financial Bankshares
Texas
$60.1M +$6.28M +96,168 +11%
VanEck Associates
220
VanEck Associates
New York
$59.9M +$992K +15,200 +2%
Cerity Partners
221
Cerity Partners
New York
$59.7M -$594K -9,107 -1%
CLGM
222
Capitolis Liquid Global Markets
New York
$58.8M +$6.2M +95,000 +11%
CA
223
Commerzbank Aktiengesellschaft
Germany
$58M +$9.14M +140,092 +18%
Millennium Management
224
Millennium Management
New York
$56.9M +$57.9M +886,836 +3,348%
Skandinaviska Enskilda Banken (SEB)
225
Skandinaviska Enskilda Banken (SEB)
Sweden
$56.5M +$5.12M +78,390 +9%

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.