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Coca-Cola
KO

2,980 hedge funds and large institutions have $186B invested in Coca-Cola in 2024 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,198 increasing their positions, 1,198 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 145

16% more call options, than puts

Call options by funds: $1.79B | Put options by funds: $1.54B

2% more capital invested

Capital invested by funds: $183B → $186B (+$3.13B)

0% more funds holding in top 10

Funds holding in top 10: 68 → 68 (0)

0% more repeat investments, than reductions

Existing positions increased: 1,198 | Existing positions reduced: 1,198

0% less funds holding

Funds holding: 2,990 → 2,980 (-10)

1.19% less ownership

Funds ownership: 71.79% → 70.6% (-1.2%)

Holders
2,980
Holders Change
-10
Holders Change %
-0.33%
% of All Funds
42.92%
Holding in Top 10
68
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.98%
New
174
Increased
1,198
Reduced
1,198
Closed
145
Calls
$1.79B
Puts
$1.54B
Net Calls
+$252M
Net Calls Change
+$112M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$1.08B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$525M
3
Bank of America
Bank of America
North Carolina
+$407M
4
Marshall Wace
Marshall Wace
United Kingdom
+$294M
5
Amundi
Amundi
France
+$218M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.05B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.73B
3
BlackRock
BlackRock
New York
-$264M
4
Barclays
Barclays
United Kingdom
-$175M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
Name Holding Trade Value Shares
Change 		Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$24.5B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$22.6B -$82.9M -1,379,986 -0.4%
BlackRock
3
BlackRock
New York
$18.9B -$264M -4,387,965 -1%
State Street
4
State Street
Massachusetts
$10.5B -$97.8M -1,628,732 -1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.34B +$154M +2,557,189 +3%
Morgan Stanley
6
Morgan Stanley
New York
$4.95B -$4.05B -67,378,929 -45%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$4.84B +$6.07M +100,979 +0.1%
Charles Schwab
8
Charles Schwab
California
$3.89B +$133M +2,211,594 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$3.77B -$1.73B -28,817,890 -32%
Norges Bank
10
Norges Bank
Norway
$3.09B +$170M +2,833,859 +6%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$3.02B +$525M +8,733,326 +22%
Northern Trust
12
Northern Trust
Illinois
$2.54B -$94.9M -1,579,174 -4%
Bank of America
13
Bank of America
North Carolina
$2.11B +$407M +6,780,100 +24%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.06B -$128M -2,128,053 -6%
Legal & General Group
15
Legal & General Group
United Kingdom
$1.84B +$3.84M +63,973 +0.2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.75B +$48.2M +802,241 +3%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$1.53B -$42.8M -713,236 -3%
Franklin Resources
18
Franklin Resources
California
$1.51B +$1.08B +17,933,178 +267%
UBS AM
19
UBS AM
Illinois
$1.47B -$12.5M -208,572 -0.9%
Invesco
20
Invesco
Georgia
$1.45B +$80M +1,331,133 +6%
UBS Group
21
UBS Group
Switzerland
$1.45B +$218M +3,632,613 +18%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.34B -$31M -516,860 -2%
Ameriprise
23
Ameriprise
Minnesota
$1.32B -$57.5M -956,506 -4%
Amundi
24
Amundi
France
$1.16B +$218M +3,633,336 +23%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$1.12B – – –
1
2 3 4 5

KO Hedge Fund Activity: Q1 2024 in Review

2,980 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2024, worth a combined $186B — up 1.7% from $183B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new KO positions and 145 closed out — a net gain of 29 holders — while 1,198 added to existing stakes and 1,198 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.08B. The largest seller was Morgan Stanley, cutting an estimated $4.05B.

  • 2,980 institutional investors held Coca-Cola (KO) as of Q1 2024, down from 2,990 in Q4 2023.
  • Funds reported $186B of Coca-Cola stock for Q1 2024, up 1.7% quarter-over-quarter.
  • 174 funds opened new Coca-Cola positions in Q1 2024 and 145 closed out, a net change of +29 holders.
  • The largest Coca-Cola buyer in Q1 2024 was Franklin Resources, an estimated $1.08B added.
  • The largest Coca-Cola seller in Q1 2024 was Morgan Stanley, an estimated $4.05B sold.

Based on aggregated 13F filings for Q1 2024.