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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 %
FSWA
2826
Financial Synergies Wealth Advisors
Texas
$84.7K +$31.9K +521 +60%
CJL
2827
Cyrus J. Lawrence
New York
$84K +$84K +1,381 New
GWSA
2828
Global Wealth Strategies & Associates
Colorado
$83.6K
CAM
2829
Clarity Asset Management
Iowa
$78.9K -$673 -11 -0.8%
HF
2830
Halpern Financial
Virginia
$77.8K
AEPWM
2831
Atlantic Edge Private Wealth Management
Florida
$77.7K
SCA
2832
Stuart Chaussee & Associates
California
$77.7K -$45K -735 -37%
FG
2833
Fairman Group
Pennsylvania
$77.5K -$11.5K -186 -13%
GWM
2834
Guardian Wealth Management
Illinois
$77.5K -$6.55K -107 -8%
BAM
2835
Byrne Asset Management
New Jersey
$77.4K +$77.4K +1,265 New
PWA
2836
Provenance Wealth Advisors
Florida
$74.2K +$9.3K +152 +14%
MCM
2837
MidAtlantic Capital Management
Virginia
$73.8K
FFL
2838
Financial Freedom LLC
Ohio
$71.9K
VWWMG
2839
Vermillion & White Wealth Management Group
Pennsylvania
$71.3K
AW
2840
Avion Wealth
Texas
$70K +$19.9K +325 +40%
AWM
2841
Abound Wealth Management
Tennessee
$69.4K -$11.1K -181 -14%
TCM
2842
Tradewinds Capital Management
Washington
$69.2K
GIM
2843
Gold Investment Management
Alberta, Canada
$68.8K
SIM
2844
Studio Investment Management
Illinois
$63.7K -$132K -2,107 -67%
KFS
2845
Kelly Financial Services
Massachusetts
$62.4K
NL
2846
NVWM LLC
Pennsylvania
$62.3K +$3.64K +59 +6%
VAMG
2847
Voisard Asset Management Group
Michigan
$62.3K -$3.67K -60 -6%
SWM
2848
Sanctuary Wealth Management
Idaho
$61.6K
RL
2849
Rogco LP
Oklahoma
$61.2K
MCA
2850
Maryland Capital Advisors
Maryland
$61.2K