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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 %
BFWA
2251
Benchmark Financial Wealth Advisors
Florida
$473K +$13.8K +192 +3%
QFA
2252
Quantum Financial Advisors
California
$473K – – –
BWA
2253
Bordeaux Wealth Advisors
California
$472K +$187K +2,599 +65%
CIP
2254
Convergence Investment Partners
Florida
$471K -$1.29M -17,926 -73%
LJHT
2255
Laurie J. Hall Trustee
$471K +$180K +2,500 +62%
UPS
2256
UHLMANN PRICE SECURITIES
Illinois
$470K +$470K +6,537 New
WAG
2257
Wallace Advisory Group
California
$467K -$6.68K -105 -1%
FC
2258
Fulcrum Capital
Washington
$467K – – –
GC
2259
Gibson Capital
Pennsylvania
$466K – – –
BWM
2260
BKM Wealth Management
Wisconsin
$465K +$165K +2,293 +55%
TPW
2261
Transatlantique Private Wealth
New York
$464K -$44.4K -618 -9%
SEIA
2262
Signature Estate & Investment Advisors
California
$464K +$2.95K +41 +0.6%
JJBC
2263
James J. Burns & Company
New York
$464K -$6.47K -90 -1%
SPWG
2264
Sage Private Wealth Group
Illinois
$463K -$17.8K -247 -4%
MCCA
2265
Mill Creek Capital Advisors
Pennsylvania
$462K -$290K -4,041 -39%
LC
2266
Landaas & Company
Wisconsin
$462K – – –
RIM
2267
RW Investment Management
Idaho
$462K – – –
GXJ
2268
Global X Japan
Japan
$461K -$42.1K -586 -8%
LA
2269
Latitude Advisors
Florida
$461K +$862 +12 +0.2%
KA
2270
KLCM Advisors
Wisconsin
$459K +$43.4K +604 +10%
FFG
2271
Fiduciary Financial Group
California
$459K +$20.8K +300 +5%
SIA
2272
SeaBridge Investment Advisors
New Jersey
$459K – – –
JBA
2273
Johnson Bixby & Associates
Washington
$458K +$1.8K +25 +0.4%
DA
2274
Dillon & Associates
Michigan
$457K -$4.68K -65 -1%
KCM
2275
Kathmere Capital Management
Pennsylvania
$457K +$53.8K +749 +13%
89 90
91
92 93