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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 %
KHCM
2551
Kirtland Hills Capital Management
Ohio
$261K +$261K +4,170 New
GWAM
2552
Guardian Wealth Advisors (Minnesota)
Minnesota
$260K +$1.9K +31 +0.7%
SCM
2553
Sterneck Capital Management
Missouri
$260K -$138K -2,250 -35%
PPWM
2554
PFG Private Wealth Management
Florida
$260K +$3.37K +55 +1%
EBT
2555
Enterprise Bank & Trust
Massachusetts
$260K -$47.7K -779 -16%
HG
2556
Harbor Group
New Hampshire
$259K
SCM
2557
SOL Capital Management
Maryland
$259K
DG
2558
DMC Group
Alabama
$259K +$259K +4,230 New
PFP
2559
Paragon Financial Partners
California
$257K
FM
2560
Family Management
New York
$257K -$58.9K -963 -19%
MFG
2561
Mosaic Financial Group
Illinois
$257K +$257K +4,200 New
PWM
2562
Partnership Wealth Management
Maryland
$257K
CWA
2563
Centennial Wealth Advisory
Michigan
$257K -$64.9K -1,061 -20%
WWP
2564
WR Wealth Planners
Missouri
$257K +$6.18K +101 +2%
VFP
2565
Verus Financial Partners
Virginia
$257K -$76.1K -1,244 -23%
LCM
2566
Liberty Capital Management
Michigan
$255K
CIP
2567
Capital Insight Partners
Arizona
$254K +$2.45K +40 +1%
BWA
2568
Bordeaux Wealth Advisors
California
$254K -$197K -3,213 -44%
PIM
2569
Pullen Investment Management
Florida
$254K +$254K +4,155 New
OWMIAS
2570
One Wealth Management Investment & Advisory Services
Florida
$254K +$254K +4,148 New
IFAM
2571
Institutional & Family Asset Management
Colorado
$254K -$8.44K -138 -3%
NCM
2572
NCM Capital Management
New Jersey
$253K -$40K -653 -14%
BCM
2573
BlueCrest Capital Management
Jersey
$253K -$2.46M -40,256 -91%
IIA
2574
Integral Investment Advisors
California
$253K +$253K +4,141 New
FFA
2575
Fi3 Financial Advisors
Indiana
$253K -$29.6K -476 -10%