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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 %
FFA
2401
Florida Financial Advisors
Florida
$384K +$22.8K +317 +6%
LSIA
2402
LaSalle St. Investment Advisors
Illinois
$384K +$3.01K +42 +0.8%
CFP
2403
Cascade Financial Partners
California
$384K +$5.49K +79 +1%
FWM
2404
ForthRight Wealth Management
Georgia
$383K -$157K -2,189 -29%
WRPWM
2405
Werba Rubin Papier Wealth Management
California
$383K +$52.3K +728 +16%
HA
2406
HC Advisors
Georgia
$383K +$2.3K +32 +0.6%
AC
2407
ASB Consultores
Florida
$383K +$97K +1,350 +34%
SAM
2408
Synergy Asset Management
Washington
$382K -$27.4M -381,676 -99%
MWM
2409
Mindset Wealth Management
Indiana
$382K +$382K +5,317 New
CIS
2410
Capital International Sarl
California
$382K +$382K +5,314 New
BHPW
2411
Beverly Hills Private Wealth
California
$382K -$35.6K -496 -9%
ATFA
2412
All Terrain Financial Advisors
Minnesota
$381K – – –
MIM
2413
Miller Investment Management
Pennsylvania
$380K – – –
EWM
2414
Elevatus Welath Management
New York
$380K – – –
RWM
2415
RKL Wealth Management
Pennsylvania
$379K -$719 -10 -0.2%
THL
2416
Tillman Hartley LLC
Colorado
$379K – – –
LWM
2417
Lyell Wealth Management
California
$379K – – –
GJIA
2418
Glass Jacobson Investment Advisors
Maryland
$378K +$72 +1 +0%
SMA
2419
Seven Mile Advisory
New Jersey
$377K +$87.6K +1,219 +30%
SCM
2420
Silvant Capital Management
Georgia
$377K – – –
SFS
2421
Strategic Financial Services
New York
$377K – – –
PJSIMP
2422
P.J. Schmidt Investment Management (PJS)
Wisconsin
$375K – – –
LA
2423
LexAurum Advisors
Kansas
$375K +$56.7K +789 +18%
AP
2424
Aspect Partners
Virginia
$375K +$3.45K +48 +0.9%
BMD
2425
Better Money Decisions
New Mexico
$375K +$503 +7 +0.1%
95 96
97
98 99