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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 %
BTW
1101
Boston Trust Walden
Massachusetts
$2.45M +$19.9K +325 +0.8%
DBRC
1102
D.B. Root & Company
Pennsylvania
$2.45M +$86.3K +1,411 +4%
SJIM
1103
St. Johns Investment Management
Florida
$2.45M -$42.7K -698 -2%
BFM
1104
Boothbay Fund Management
New York
$2.44M +$780K +12,742 +47%
ACM
1105
Advisors Capital Management
New Jersey
$2.43M +$1.61M +26,352 +197%
PDL
1106
Portfolio Design Labs
California
$2.42M -$835K -13,649 -26%
NFC
1107
Northeast Financial Consultants
Connecticut
$2.41M
IBOK
1108
Independence Bank of Kentucky
Kentucky
$2.41M +$123K +2,015 +5%
CTFG
1109
Capstone Triton Financial Group
Oklahoma
$2.41M +$78.4K +1,281 +3%
NB
1110
Nicolet Bankshares
Wisconsin
$2.38M +$21.7K +355 +0.9%
TC
1111
Truvestments Capital
Florida
$2.37M +$1.86M +30,459 +365%
BBWA
1112
Bell & Brown Wealth Advisors
California
$2.37M +$69.1K +1,129 +3%
WAP
1113
Wealthcare Advisory Partners
Pennsylvania
$2.36M +$291K +4,754 +14%
CG
1114
Carmignac Gestion
France
$2.36M -$1.69M -2,000 -42%
JCM
1115
Jag Capital Management
Missouri
$2.36M +$33.8K +553 +1%
PTC
1116
Private Trust Company
Ohio
$2.36M -$35.5K -580 -1%
CC
1117
Constitution Capital
Connecticut
$2.35M +$896K +14,650 +62%
LIA
1118
LBMC Investment Advisors
Tennessee
$2.35M
HI
1119
Harbour Investments
Wisconsin
$2.32M -$348K -5,692 -13%
KFP
1120
Keystone Financial Planning
Ohio
$2.32M -$5.14K -84 -0.2%
ACM
1121
Allred Capital Management
Texas
$2.32M -$191K -3,128 -8%
DDC
1122
DF Dent & Co
Maryland
$2.31M -$734 -12 -0%
VA
1123
Valmark Advisers
Ohio
$2.31M +$44.7K +731 +2%
CIAS
1124
Capital Investment Advisory Services
North Carolina
$2.31M -$235K -3,842 -9%
LFM
1125
LGT Fund Management
Liechtenstein
$2.31M -$1.06M -17,320 -31%