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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 %
CTWM
2801
Cherry Tree Wealth Management
Minnesota
$113K +$1.53K +25 +1%
FPF
2802
First Pacific Financial
Washington
$110K -$20.1K -329 -15%
LIA
2803
Luken Investment Analytics
Tennessee
$110K
LD
2804
Lipe & Dalton
New York
$110K
IPW
2805
Impact Partnership Wealth
Georgia
$109K
CPG
2806
Cornerstone Planning Group
New Jersey
$108K -$12.1K -194 -10%
FWA
2807
FSC Wealth Advisors
New York
$105K +$24.4K +399 +30%
VIA
2808
Virtus Investment Advisers
Connecticut
$104K -$11.1K -182 -10%
RTC
2809
Riverview Trust Company
Washington
$102K +$102K +1,673 New
WCMN
2810
Westchester Capital Management (Nebraska)
Nebraska
$98.8K
LFASL
2811
Lugano Financial Advisors SA (LFA)
Switzerland
$97.9K
PIS
2812
POM Investment Strategies
North Carolina
$97.9K
VL
2813
Vima LLC
Michigan
$97.7K -$1.12K -18 -1%
CFS
2814
CGC Financial Services
Oregon
$97.5K
OCM
2815
Orion Capital Management
California
$97.4K
VAG
2816
VisionPoint Advisory Group
Texas
$95.9K -$4.59K -75 -5%
DMIC
2817
Dixon Mitchell Investment Counsel
British Columbia, Canada
$93.8K +$93.8K +1,521 New
SGC
2818
Slocum, Gordon & Co
Rhode Island
$91.8K
AWM
2819
AllSquare Wealth Management
New York
$91.5K
AT
2820
Arlington Trust
Alabama
$90.7K -$27.5K -449 -23%
OIA
2821
Optimum Investment Advisors
Illinois
$89.9K +$11.1K +181 +14%
OLVIG
2822
Oliver Lagore Vanvalin Investment Group
Michigan
$88.9K
CIAS
2823
CBIZ Investment Advisory Services
Ohio
$88.2K +$88.2K +1,440 New
FP
2824
Financial Perspectives
Minnesota
$87.9K -$24.6K -402 -22%
BHWM
2825
Beaird Harris Wealth Management
Texas
$85.6K +$45.3K +740 +112%