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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 %
ISWM
976
Independent Solutions Wealth Management
New York
$3.23M -$49.7K -813 -2%
PBC
977
Pavion Blue Capital
California
$3.22M -$184 -3 -0%
SPIS
978
Steward Partners Investment Solutions
Oregon
$3.21M +$1.36M +22,222 +73%
TSS
979
Thomas Story & Son
Indiana
$3.2M -$6.12K -100 -0.2%
BHA
980
Beech Hill Advisors
New York
$3.19M +$105K +1,721 +3%
KIA
981
KCM Investment Advisors
California
$3.19M +$84.1K +1,374 +3%
CHJWM
982
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.18M -$56.4K -913 -2%
CCG
983
Cypress Capital Group
Florida
$3.15M +$8.5K +139 +0.3%
MNBTD
984
Moody National Bank Trust Division
Texas
$3.14M +$165K +2,690 +6%
OHWP
985
Oak Harbor Wealth Partners
North Carolina
$3.14M +$6.12K +100 +0.2%
SFG
986
Summit Financial Group
West Virginia
$3.13M +$8.14K +133 +0.3%
MSAM
987
Moloney Securities Asset Management
Missouri
$3.12M -$13.1K -214 -0.4%
RCM
988
RB Capital Management
Nevada
$3.12M +$38.1K +622 +1%
TFS
989
Thoroughbred Financial Services
Tennessee
$3.11M -$7.53K -123 -0.2%
KCPG
990
Kavar Capital Partners Group
Kansas
$3.1M -$1.2M -19,667 -28%
CCA
991
Checchi Capital Advisers
California
$3.1M -$83.7K -1,368 -3%
SFM
992
Signet Financial Management
New Jersey
$3.07M +$170K +2,778 +6%
VFM
993
Viking Fund Management
North Dakota
$3.06M
SCA
994
St. Clair Advisors
Ohio
$3.05M
JCM
995
Janney Capital Management
Pennsylvania
$3.05M -$124K -2,024 -4%
AP
996
Arlington Partners
Alabama
$3.03M +$514K +8,403 +20%
TWP
997
Tyche Wealth Partners
Texas
$3.03M +$24.2K +395 +0.8%
GC
998
Gould Capital
Washington
$3.02M +$252K +4,124 +9%
IIM
999
Ipswich Investment Management
Massachusetts
$3.01M -$398K -6,500 -12%
AMBIA
1000
Allen Mooney & Barnes Investment Advisors
Georgia
$3.01M -$376K -6,373 -11%