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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 %
JCM
2351
Jacobsen Capital Management
Utah
$409K +$21.8K +303 +6%
TIM
2352
Total Investment Management
Arizona
$409K +$5.61K +78 +1%
FPGK
2353
Financial Partners Group (Kansas)
Kansas
$407K +$2.52K +35 +0.6%
ACM
2354
Adalta Capital Management
New York
$407K – – –
CA
2355
Calton & Associates
Florida
$407K +$407K +5,660 New
IIC
2356
Integrated Investment Consultants
Michigan
$407K -$53K -738 -12%
BWP
2357
Balboa Wealth Partners
Arizona
$407K +$8.62K +120 +2%
EMAM
2358
Encompass More Asset Management
California
$406K +$406K +5,653 New
ACM
2359
Accent Capital Management
Ohio
$405K -$716K -9,901 -64%
KWM
2360
Keebeck Wealth Management
Illinois
$405K +$45.6K +630 +13%
KPWG
2361
KFA Private Wealth Group
Virginia
$404K -$145K -2,017 -26%
CF
2362
Clarity Financial
Texas
$404K +$123K +1,705 +44%
SWC
2363
Spectrum Wealth Counsel
Indiana
$403K -$22.1K -308 -5%
EWA
2364
ERTS Wealth Advisors
Michigan
$403K -$114K -1,584 -22%
WAM
2365
Walker Asset Management
Missouri
$403K +$1.22K +17 +0.3%
SA
2366
SAM Advisors
California
$402K – – –
VCM
2367
Viewpoint Capital Management
Washington
$402K +$144 +2 +0%
CFG
2368
Clayton Financial Group
Missouri
$402K +$84.7K +1,179 +27%
SFA
2369
Souders Financial Advisors
Ohio
$402K +$1.73K +24 +0.4%
SRC
2370
Shufro Rose & Co
New York
$401K – – –
MHR
2371
Matthew Hamilton Rosenberg
$400K +$29.2K +407 +8%
TWM
2372
Tradition Wealth Management
Minnesota
$400K +$6.4K +89 +2%
APW
2373
Aurora Private Wealth
New Jersey
$400K -$23.5K -328 -6%
JWM
2374
JFG Wealth Management
Colorado
$400K +$8.84K +123 +2%
SRC
2375
Sage Rhino Capital
California
$399K +$1.22K +17 +0.3%
93 94
95
96 97