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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 %
OCM
2376
Objective Capital Management
Ohio
$399K +$399K +5,552 New
GAA
2377
Global Assets Advisory
Florida
$398K +$16.5K +230 +4%
SFS
2378
Security Financial Services
Indiana
$398K -$9.85K -137 -2%
KWA
2379
Kellett Wealth Advisors
Ohio
$396K +$647 +9 +0.2%
KOMWMG
2380
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$396K -$2.66K -37 -0.7%
AI
2381
Atom Investors
Texas
$395K +$395K +5,501 New
Financial Engines Advisors
2382
Financial Engines Advisors
California
$395K +$52.5K +727 +15%
WI
2383
WBI Investments
New Jersey
$393K +$393K +5,468 New
EIA
2384
Edgemoor Investment Advisors
Maryland
$393K +$6.18K +86 +2%
AI
2385
AXS Investments
New York
$392K -$76.1K -1,059 -16%
WIA
2386
Wetzel Investment Advisors
Indiana
$390K +$10.3K +143 +3%
PCFFS
2387
Pacific Center for Financial Services
California
$390K – – –
CFO
2388
Colony Family Offices
North Carolina
$389K – – –
SIGI
2389
Susquehanna International Group (Ireland)
Ireland
$389K +$389K +5,410 New
RW
2390
Rede Wealth
Virginia
$389K -$28.7K -400 -7%
OFG
2391
OmniStar Financial Group
North Carolina
$388K +$388K +5,402 New
SCA
2392
Sippican Capital Advisors
Massachusetts
$388K – – –
NLP
2393
Next Level Private
New York
$387K +$2.44K +34 +0.6%
TW
2394
Traveka Wealth
California
$387K +$20.1K +280 +5%
BDA
2395
Borer Denton & Associates
Pennsylvania
$386K – – –
VC
2396
Vicus Capital
Pennsylvania
$386K -$281K -3,911 -42%
AL
2397
ADE LLC
Maryland
$385K – – –
WWC
2398
Waypoint Wealth Counsel
Georgia
$385K +$38.4K +534 +11%
BFS
2399
Burkett Financial Services
South Carolina
$385K +$2.95K +41 +0.8%
HFA
2400
High Falls Advisors
New York
$384K +$2.95K +41 +0.8%
94 95
96
97 98