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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 %
WPWM
2851
Western Pacific Wealth Management
Illinois
$60.9K
TLA
2852
Tanglewood Legacy Advisors
Texas
$60.8K
GA
2853
GoalVest Advisory
New York
$60.4K +$4.65K +76 +8%
BBPWM
2854
Blue Bell Private Wealth Management
Pennsylvania
$58.7K +$1.41K +23 +2%
CIR
2855
Clear Investment Research
Georgia
$58.2K -$122 -2 -0.2%
PO
2856
Private Ocean
California
$56K -$125K -2,042 -69%
FFO
2857
Fortitude Family Office
Arizona
$55.4K +$428 +7 +0.8%
HWM
2858
HighMark Wealth Management
Minnesota
$55.1K
AA
2859
AlphaMark Advisors
Kentucky
$55K
CPG
2860
Custom Portfolio Group
Colorado
$54.5K
FA
2861
Financial Avengers
California
$54.4K +$3.03K +50 +6%
DWS
2862
Dynamic Wealth Strategies
California
$54K
BMC
2863
Bear Mountain Capital
Washington
$53.5K
FFA
2864
Frazier Financial Advisors
Ohio
$53.3K +$21.4K +349 +67%
CAM
2865
Creekmur Asset Management
Illinois
$52.7K -$3.12K -51 -6%
APC
2866
Aspire Private Capital
North Carolina
$52.1K +$184 +3 +0.4%
T
2867
Tidemark
California
$52K +$25K +409 +93%
YAL
2868
Your Advocates Ltd
Texas
$51.9K -$9.18K -150 -15%
RA
2869
Rational Advisors
New York
$51.8K -$14.8K -242 -22%
CWM
2870
Cranbrook Wealth Management
Michigan
$48.9K
NC
2871
nVerses Capital
Florida
$48.9K +$48.9K +800 New
SAG
2872
Spotlight Asset Group
Illinois
$48.4K
RAM
2873
Riggs Asset Management
Pennsylvania
$46.5K
SC
2874
Sawyer & Company
Massachusetts
$45.8K
DWM
2875
Dogwood Wealth Management
Kansas
$44.5K -$23.5K -384 -35%