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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 %
HCA
2726
Heck Capital Advisors
Wisconsin
$205K +$1.84K +30 +0.9%
EWM
2727
Executive Wealth Management
Michigan
$205K -$8.86K -146 -4%
MWP
2728
Meridian Wealth Partners
Pennsylvania
$205K +$205K +3,345 New
PWM
2729
PBMares Wealth Management
Virginia
$205K +$205K +3,344 New
SIG
2730
Sargent Investment Group
Maryland
$204K -$3.79K -62 -2%
PFG
2731
Peterson Financial Group
Iowa
$204K +$204K +3,339 New
EP
2732
Essential Planning
New Hampshire
$204K
MWPCG
2733
Measured Wealth Private Client Group
New Hampshire
$204K +$204K +3,336 New
Legacy Financial Group (Iowa)
2734
Legacy Financial Group (Iowa)
Iowa
$204K +$204K +3,332 New
KWM
2735
Kolinsky Wealth Management
New Jersey
$203K +$203K +3,325 New
Massachusetts Financial Services
2736
Massachusetts Financial Services
Massachusetts
$203K -$10.6M -173,123 -98%
MCAI
2737
Members Capital Advisors Inc
Wisconsin
$203K
JEST
2738
JTC Employer Solutions Trustee
Jersey
$203K
TPW
2739
Tiller Private Wealth
Pennsylvania
$203K -$10.8K -177 -5%
SW
2740
SMART Wealth
Nebraska
$203K +$203K +3,312 New
SPIA
2741
Strategic Point Investment Advisors
Rhode Island
$203K +$203K +3,310 New
TFGT
2742
TS Financial Group (TSFG)
Illinois
$202K -$52.3K -855 -21%
HB
2743
Horizon Bancorp
Indiana
$202K +$7.3K +119 +4%
EI
2744
Ellevest Inc
New York
$202K +$202K +3,300 New
IRAG
2745
Investment Research & Advisory Group
Georgia
$202K +$10.1K +165 +5%
NQWM
2746
Northwest Quadrant Wealth Management
Oregon
$201K -$21K -344 -9%
LAM
2747
Lifestyle Asset Management
Texas
$201K -$6.98K -114 -3%
UWS
2748
Unique Wealth Strategies
Illinois
$201K +$201K +3,293 New
FFA
2749
Fortune Financial Advisors
Kansas
$201K +$201K +3,293 New
CWA
2750
Consilio Wealth Advisors
Washington
$201K +$201K +3,290 New