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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 %
NAM
851
NTV Asset Management
West Virginia
$4.41M -$83K -1,357 -2%
KGC
852
Kennon-Green & Company
Ohio
$4.4M -$90.5K -1,479 -2%
ADL
853
Asset Dedication LLC
California
$4.39M +$144K +2,355 +3%
BP
854
Ballentine Partners
Massachusetts
$4.39M +$410K +6,702 +10%
GRP
855
Global Retirement Partners
California
$4.38M -$438K -7,163 -9%
PI
856
PFG Investments
New York
$4.37M +$3.19M +52,164 +270%
CAG
857
Csenge Advisory Group
Florida
$4.36M -$17.8K -291 -0.4%
BFEC
858
Benjamin F. Edwards & Company
Missouri
$4.35M -$174K -2,842 -4%
RA
859
RFG Advisory
Alabama
$4.34M +$81.3K +1,329 +2%
KWM
860
Kingsview Wealth Management
Oregon
$4.32M -$4.21M -68,755 -49%
GIA
861
Gladstone Institutional Advisory
Florida
$4.3M +$23.7K +387 +0.6%
WAS
862
WESPAC Advisors SoCal
California
$4.29M -$4.25M -69,461 -50%
MA
863
Mutual Advisors
Nebraska
$4.29M +$283K +4,618 +7%
RC
864
RBF Capital
California
$4.28M
LIM
865
Leavell Investment Management
Alabama
$4.28M -$18.6K -302 -0.4%
BCFS
866
Butensky & Cohen Financial Security
Florida
$4.27M +$2.63K +43 +0.1%
EP
867
Eudaimonia Partners
Tennessee
$4.25M -$103K -1,691 -2%
VSQM
868
V-Square Quantitative Management
Illinois
$4.23M +$58.1K +949 +1%
PL
869
Parthenon LLC
Kentucky
$4.23M -$153K -2,506 -3%
AF
870
Allworth Financial
California
$4.21M +$382K +6,250 +10%
TCM
871
Tufton Capital Management
Maryland
$4.21M -$2.69K -44 -0.1%
FWIA
872
Fort Washington Investment Advisors
Ohio
$4.19M -$119K -1,941 -3%
ACGA
873
Atlanta Consulting Group Advisors
Georgia
$4.19M +$4.19M +68,495 New
TWM
874
TSA Wealth Management
Texas
$4.19M +$2.45K +40 +0.1%
SCTC
875
Sanibel Captiva Trust Company
Florida
$4.17M +$104K +1,707 +3%