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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 %
SIC
901
Sigma Investment Counselors
Michigan
$3.94M +$34.5K +564 +0.9%
CAAS
902
Capital Asset Advisory Services
Michigan
$3.93M +$287K +4,824 +8%
WPW
903
Waldron Private Wealth
Pennsylvania
$3.92M +$111K +1,802 +3%
BOH
904
Bank of Hawaii
Hawaii
$3.9M -$242K -3,948 -6%
PFS
905
Physicians Financial Services
North Carolina
$3.9M -$6.42K -105 -0.2%
HDIM
906
Hanson & Doremus Investment Management
Vermont
$3.89M +$3.49K +57 +0.1%
NSEDCP
907
NJ State Employees Deferred Compensation Plan
New Jersey
$3.85M
WCM
908
Weik Capital Management
Pennsylvania
$3.85M +$116K +1,900 +3%
RVPG
909
Relative Value Partners Group
$3.85M +$1.49K +25 +0%
CCT
910
Chemung Canal Trust
New York
$3.82M -$39.1K -639 -1%
GWMIA
911
Global Wealth Management Investment Advisory
Florida
$3.81M +$47.1K +770 +1%
NSIM
912
North Star Investment Management
Illinois
$3.8M +$68.3K +1,116 +2%
KC
913
Kinloch Capital
Virginia
$3.8M +$286K +4,675 +8%
SAM
914
Shell Asset Management
Netherlands
$3.79M -$1.69M -26,595 -31%
BSA
915
Braun Stacey Associates
New York
$3.79M -$48.3K -790 -1%
PAI
916
Pittenger & Anderson Inc
Nebraska
$3.78M -$11.9K -195 -0.3%
RCA
917
Riverview Capital Advisers
Massachusetts
$3.78M
VP
918
Verum Partners
North Carolina
$3.78M +$2.33K +38 +0.1%
WSFS
919
Wilmington Savings Fund Society
Delaware
$3.77M +$3.77M +61,691 New
RWM
920
Ritholtz Wealth Management
New York
$3.75M +$237K +3,878 +7%
CWP
921
Concord Wealth Partners
Virginia
$3.73M +$1.08M +17,727 +41%
GWSG
922
GPS Wealth Strategies Group
Colorado
$3.73M -$43.2K -706 -1%
MIM
923
MTM Investment Management
South Carolina
$3.71M +$3.85K +63 +0.1%
CCG
924
Chatham Capital Group
Georgia
$3.71M
PA
925
Procyon Advisors
Connecticut
$3.69M +$457K +7,470 +14%