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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 %
EAM
2426
Empirical Asset Management
Massachusetts
$374K +$5.57K +192 +2%
TCM
2427
Traynor Capital Management
Pennsylvania
$374K +$48.7K +677 +15%
HAM
2428
Hedges Asset Management
Nevada
$374K -$172K -2,400 -32%
SWM
2429
Selective Wealth Management
Virginia
$374K – – –
OCM
2430
Orleans Capital Management
Louisiana
$374K – – –
FPCP
2431
Fort Point Capital Partners
California
$373K +$23.5K +327 +7%
GAA
2432
Guardian Asset Advisors
Pennsylvania
$372K -$2.51K -35 -0.7%
AWA
2433
Acorn Wealth Advisors
Michigan
$372K -$17.2K -239 -4%
USWIA
2434
UP Strategic Wealth Investment Advisors
Pennsylvania
$372K +$129K +1,797 +53%
TA
2435
TrueWealth Advisors
Alabama
$371K +$16.4K +228 +5%
SL
2436
Sentinus LLC
Illinois
$371K +$21.1K +294 +6%
SDWIA
2437
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$370K -$10.8K -150 -3%
BCM
2438
Buckhead Capital Management
Georgia
$370K – – –
MIFH
2439
Migdal Insurance & Financial Holdings
Israel
$369K -$32.9K -458 -8%
JF
2440
Joule Financial
Kentucky
$368K +$16K +221 +5%
HCA
2441
Horan Capital Advisors
Ohio
$368K – – –
MWM
2442
Marion Wealth Management
Pennsylvania
$367K +$37.4K +521 +11%
ANB
2443
Amarillo National Bank
Texas
$367K +$38.9K +541 +12%
IAG
2444
Investmark Advisory Group
Connecticut
$366K -$34.7K -483 -9%
MWM
2445
Merriman Wealth Management
Washington
$366K +$4.4K +61 +1%
ACS
2446
Archford Capital Strategies
Illinois
$366K -$6.33K -90 -2%
OIC
2447
Orion Investment Company
Missouri
$365K – – –
DWG
2448
Darden Wealth Group
Michigan
$365K – – –
HPM
2449
Hoxton Planning & Management
West Virginia
$365K +$13.7K +191 +4%
IWN
2450
Independent Wealth Network
Iowa
$365K -$7.12K -99 -2%
96 97
98
99 100