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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 %
NWMG
3051
National Wealth Management Group
Ohio
-$250K -4,242 Closed
CWM
3052
Curi Wealth Management
North Carolina
-$239K -4,061 Closed
CAM
3053
Congress Asset Management
Massachusetts
-$239K -4,050 Closed
PAIM
3054
Punch & Associates Investment Management
Minnesota
-$236K -4,000 Closed
KJHP
3055
K.J. Harrison & Partners
Ontario, Canada
-$233K -3,957 Closed
GWP
3056
Gateway Wealth Partners
Wisconsin
-$224K -3,804 Closed
CCM
3057
Carderock Capital Management
Maryland
-$221K -3,750 Closed
TI
3058
Truepoint Inc
Ohio
-$221K -3,747 Closed
WB
3059
West Bancorporation
Iowa
-$221K -3,745 Closed
I
3060
IMPACTfolio
Colorado
-$220K -3,731 Closed
FRM
3061
Fox Run Management
Connecticut
-$220K -3,725 Closed
KA
3062
Kure Advisory
Minnesota
-$215K -3,656 Closed
CW
3063
Cook Wealth
North Carolina
-$212K -3,600 Closed
HKIMG
3064
Hutchens & Kramer Investment Management Group
Indiana
-$212K -3,597 Closed
RFN
3065
RDA Financial Network
Iowa
-$210K -3,557 Closed
CIM
3066
Chapman Investment Management
California
-$208K -3,533 Closed
IAG
3067
Investment Advisory Group
Massachusetts
-$206K -3,495 Closed
TCOO
3068
Trust Company of Oklahoma
Oklahoma
-$204K -3,466 Closed
HC
3069
Hourglass Capital
Texas
-$203K -3,449 Closed
BA
3070
Ballew Advisors
Mississippi
-$207K -3,446 Closed
BDWCC
3071
B&D White Capital Company
Texas
-$202K -3,435 Closed
AIMA
3072
Ables Iannone Moore & Associates
Georgia
-$201K -3,410 Closed
PVH
3073
Psagot Value Holdings
Israel
-$193K -3,290 Closed
BCM
3074
Bourgeon Capital Management
Connecticut
-$165K -2,805 Closed
RFA
3075
Resurgent Financial Advisors
Georgia
-$164K -2,780 Closed