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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 %
CA
676
Clearstead Advisors
Ohio
$6.39M -$41.4K -651 -0.6%
JFL
677
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.38M -$1.75M -28,564 -22%
AIP
678
Ameritas Investment Partners
Nebraska
$6.35M -$264K -4,307 -4%
SRIM
679
Saratoga Research & Investment Management
California
$6.34M -$536K -8,761 -8%
AssetMark Inc
680
AssetMark Inc
California
$6.33M +$577K +9,430 +10%
WW
681
Windle Wealth
Oklahoma
$6.33M +$108K +1,762 +2%
TNBTD
682
Trustmark National Bank Trust Department
Mississippi
$6.3M -$303K -4,946 -5%
AWM
683
Apollon Wealth Management
South Carolina
$6.3M -$292K -4,770 -4%
WIC
684
Woodmont Investment Counsel
Tennessee
$6.29M +$406K +6,637 +7%
LNWWM
685
Laird Norton Wetherby Wealth Management
California
$6.29M -$54.8K -896 -0.9%
AMI
686
Amica Mutual Insurance
Rhode Island
$6.28M -$815K -13,317 -11%
DWM
687
Destination Wealth Management
California
$6.28M +$78.5K +1,283 +1%
SP
688
Stablepoint Partners
Massachusetts
$6.24M +$762K +12,460 +14%
VWA
689
Visionary Wealth Advisors
Illinois
$6.24M -$14.5K -237 -0.2%
PPW
690
Parcion Private Wealth
Washington
$6.21M +$117K +1,916 +2%
CK
691
Cohen Klingenstein
New York
$6.19M
OAM
692
Ostrum Asset Management
France
$6.19M +$17.4K +284 +0.3%
FTDI
693
First Trust Direct Indexing
Massachusetts
$6.17M +$371K +6,061 +6%
DWM
694
Dakota Wealth Management
Florida
$6.16M +$2.42M +39,532 +65%
BA
695
BCM Advisors
Louisiana
$6.15M +$31.5K +512 +0.5%
NEAM
696
New England Asset Management
Connecticut
$6.14M +$124K +2,030 +2%
SIMG
697
Sonora Investment Management Group
Arizona
$6.14M -$126K -2,057 -2%
LA
698
Lynch & Associates
Indiana
$6.13M -$234K -3,820 -4%
TMAM
699
Tokio Marine Asset Management
Japan
$6.12M +$499K +8,153 +9%
SFA
700
Sequoia Financial Advisors
Ohio
$6.12M -$822K -13,439 -12%