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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 %
HBWM
2226
Hollow Brook Wealth Management
New York
$491K -$36.3K -502 -7%
KL
2227
KWMG LLC
Kansas
$491K – – –
DSC
2228
Duncker Streett & Co
Missouri
$489K -$187K -2,600 -28%
VCM
2229
Versant Capital Management
Arizona
$489K +$187K +2,601 +62%
GAM
2230
Garrison Asset Management
Arkansas
$487K -$24.3K -338 -5%
AIA
2231
Arbor Investment Advisors
North Carolina
$487K +$114K +1,593 +31%
SSWM
2232
Strait & Sound Wealth Management
California
$486K -$76.5K -1,065 -14%
IWP
2233
Invenio Wealth Partners
Florida
$486K +$3.95K +55 +0.8%
EGWAG
2234
Elwood & Goetz Wealth Advisory Group
Georgia
$485K -$8.26K -115 -2%
MFC
2235
Morris Financial Concepts
South Carolina
$485K +$1.8K +25 +0.4%
BSC
2236
Brown Shipley & Co
United Kingdom
$484K – – –
BWG
2237
Boomfish Wealth Group
Georgia
$484K -$38.8K -540 -7%
KWM
2238
Kaydan Wealth Management
Michigan
$483K – – –
EIG
2239
Ellenbecker Investment Group
Wisconsin
$483K -$3.38K -47 -0.7%
HFS
2240
Howard Financial Services
Texas
$481K +$359 +5 +0.1%
AIM
2241
Acropolis Investment Management
Missouri
$478K +$64.5K +898 +16%
EWM
2242
Executive Wealth Management
Michigan
$478K +$478K +6,650 New
WA
2243
Wealth Architects
California
$477K -$5.32K -74 -1%
GSEP
2244
Golden State Equity Partners
California
$477K -$373K -5,193 -44%
SMH
2245
Sanders Morris Harris
Texas
$477K – – –
BAM
2246
Bosun Asset Management
Illinois
$476K – – –
LWM
2247
Lodestone Wealth Management
Washington
$475K -$169K -2,347 -26%
SL
2248
Sentry LLC
Tennessee
$474K +$72 +1 +0%
KF
2249
KKM Financial
Illinois
$473K – – –
LSPW
2250
Lake Street Private Wealth
Illinois
$473K -$464K -6,453 -49%
88 89
90
91 92