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Coca-Cola

2,959 hedge funds and large institutions have $186B invested in Coca-Cola in 2024 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 1,193 increasing their positions, 1,191 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,959
Holders Change
-11
Holders Change %
-0.37%
% of All Funds
42.89%
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.97%
New
169
Increased
1,193
Reduced
1,191
Closed
142
Calls
$1.79B
Puts
$1.54B
Net Calls
+$252M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
2501
Marion Wealth Management
Pennsylvania
$279K +$279K +4,557 New
AWS
2502
Arkfeld Wealth Strategies
Nebraska
$279K +$2.06K +35 +0.7%
VWMG
2503
Virginia Wealth Management Group
Virginia
$278K
LA
2504
LexAurum Advisors
Kansas
$277K -$455K -7,438 -62%
HCP
2505
Holt Capital Partners
Texas
$277K
PFA
2506
Pathway Financial Advisors
Vermont
$276K -$489 -8 -0.2%
BAM
2507
Blueshift Asset Management
New Jersey
$275K -$279K -4,557 -50%
OC
2508
Opinicus Capital
Florida
$275K +$275K +4,487 New
RA
2509
Riversedge Advisors
Delaware
$274K +$19.3K +316 +8%
WDL
2510
Well Done LLC
Michigan
$274K +$42.2K +689 +18%
TSWM
2511
Triangle Securities Wealth Management
North Carolina
$274K +$27.5K +450 +11%
JJBC
2512
James J. Burns & Company
New York
$273K -$78.2K -1,300 -22%
OWM
2513
OneAscent Wealth Management
Alabama
$273K -$32.1K -520 -11%
SRC
2514
Sage Rhino Capital
California
$273K +$6.55K +107 +2%
DC
2515
DeDora Capital
California
$273K +$20.1K +329 +8%
SFA
2516
Source Financial Advisors
New York
$273K -$57.9K -947 -18%
NCTC
2517
New Covenant Trust Company
Indiana
$273K +$273K +4,455 New
PCH
2518
PGIM Custom Harvest
New Jersey
$272K +$51K +833 +23%
WS
2519
Wela Strategies
Georgia
$272K +$979 +16 +0.4%
BWM
2520
Buckley Wealth Management
Nevada
$272K
CBFP
2521
Cedar Brook Financial Partners
Ohio
$271K -$3.92K -64 -1%
OPOWM
2522
One Plus One Wealth Management
Florida
$271K -$24.5K -400 -8%
GWM
2523
Greenwich Wealth Management
Connecticut
$271K +$23.1K +378 +9%
MAG
2524
MRA Advisory Group
New Jersey
$271K -$52.1K -851 -16%
WIM
2525
Westside Investment Management
California
$271K +$2.01K +33 +0.7%