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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 %
PVI
876
Pine Valley Investments
New Jersey
$4.13M +$134K +2,185 +3%
IWM
877
IHT Wealth Management
Illinois
$4.12M +$21.4K +350 +0.5%
LI
878
Lafayette Investments
Maryland
$4.11M -$76.5K -1,250 -2%
ZB
879
Zions Bancorporation
Utah
$4.11M +$85.7K +1,400 +2%
BHWM
880
Bar Harbor Wealth Management
New Hampshire
$4.11M +$94K +1,537 +2%
SCP
881
Sandhill Capital Partners
New York
$4.1M +$44.8K +733 +1%
BOCM
882
Bontempo Ohly Capital Management
Maryland
$4.1M +$3.79M +62,007 +1,255%
VWM
883
Valley Wealth Managers
New Jersey
$4.09M -$95.3K -1,557 -2%
RAM
884
Roanoke Asset Management
New Jersey
$4.08M -$612 -10 -0%
SF
885
Slagle Financial
Illinois
$4.08M -$1.83M -29,949 -31%
JPMIA
886
J.P. Marvel Investment Advisors
Massachusetts
$4.07M
CFSG
887
Community Financial Services Group
Vermont
$4.07M +$4.07M +66,542 New
FMWA
888
Forvis Mazars Wealth Advisors
Missouri
$4.06M -$98K -1,601 -2%
NIM
889
Nicollet Investment Management
Minnesota
$4.03M +$1.96K +32 +0%
JF
890
Jump Financial
Illinois
$4.03M +$3.78M +61,795 +1,507%
CT
891
Colonial Trust
South Carolina
$4.02M +$155K +2,530 +4%
DAS
892
Diversify Advisory Services
Utah
$4.01M +$4.01M +66,068 New
CIA
893
Choate Investment Advisors
Massachusetts
$3.99M -$145K -2,364 -4%
Kovitz Investment Group Partners
894
Kovitz Investment Group Partners
Illinois
$3.98M +$1.65M +26,891 +70%
PCMC
895
Planning Capital Management Corporation
Pennsylvania
$3.98M +$53.1K +868 +1%
GFS
896
GYL Financial Synergies
Connecticut
$3.98M +$41.7K +682 +1%
JWBC
897
J.W. Burns & Co
New York
$3.97M -$107K -1,752 -3%
BC
898
Burney Company
Virginia
$3.97M -$5.22M -85,383 -57%
PT
899
Plimoth Trust
Massachusetts
$3.95M +$68.4K +1,118 +2%
WIC
900
WealthBridge Investment Counsel
Alberta, Canada
$3.94M -$21.4K -350 -0.5%