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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 %
BM
701
Bislett Management
California
$6.12M
VFA
702
Valeo Financial Advisors
Indiana
$6.12M -$209K -4,378 -3%
SW
703
SVB Wealth
Massachusetts
$6.11M -$94K -1,537 -2%
PMG
704
ProVise Management Group
Florida
$6.11M -$810K -13,247 -12%
AO
705
Allen Operations
New York
$6.06M
BWL
706
Bogart Wealth LLC
Virginia
$6.05M -$831K -13,587 -12%
BHIA
707
Birch Hill Investment Advisors
Massachusetts
$6.04M -$371K -6,068 -6%
CMP
708
Coston McIsaac & Partners
Maine
$6.03M +$63.6K +1,040 +1%
MCP
709
Martin Capital Partners
Oregon
$6M -$111K -1,822 -2%
FCCM
710
First City Capital Management
Georgia
$6M -$1.2M -19,665 -17%
NIM
711
NEOS Investment Management
Connecticut
$6M +$2.37M +38,734 +65%
CHC
712
City Holding Co
West Virginia
$5.98M -$147K -2,396 -2%
PGIM
713
Pacific Global Investment Management
California
$5.98M -$233K -3,803 -4%
SC
714
Stolper & Co
Oklahoma
$5.96M +$52.9K +865 +0.9%
BS
715
Biglari Sardar
$5.95M +$557K +9,109 +10%
KOCAA
716
Knights of Columbus Asset Advisors
Connecticut
$5.95M +$2.76M +45,033 +86%
LOAMS
717
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.94M +$3.29M +53,817 +125%
SCA
718
Stokes Capital Advisors
South Carolina
$5.92M +$197K +3,226 +3%
EWA
719
EP Wealth Advisors
California
$5.88M +$221K +3,616 +4%
BMA
720
Brooks Moore & Associates
Tennessee
$5.88M -$36.7K -600 -0.6%
GVAG
721
Great Valley Advisor Group
Delaware
$5.85M +$1.36M +22,225 +30%
AAM
722
Auxier Asset Management
Oregon
$5.85M -$76.8K -1,255 -1%
RIA
723
RPG Investment Advisory
California
$5.84M +$17.4K +284 +0.3%
AC
724
Addenda Capital
Quebec, Canada
$5.82M -$15.5K -252 -0.3%
RIG
725
RiverFront Investment Group
Virginia
$5.81M +$137K +2,245 +2%