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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 %
SCA
1501
Sandy Cove Advisors
Massachusetts
$1.22M +$20K +327 +2%
I
1502
InceptionR
California
$1.21M +$496K +8,110 +69%
MW
1503
Marcum Wealth
Ohio
$1.21M -$29.4K -480 -2%
PWPS
1504
Pinnacle Wealth Planning Services
Ohio
$1.21M -$29.1K -476 -2%
DA
1505
Doliver Advisors
Texas
$1.2M -$60K -980 -5%
BFW
1506
Brady Family Wealth
Missouri
$1.19M -$71.2K -1,163 -6%
FTC
1507
Farmers Trust Company
Ohio
$1.19M -$34.9K -570 -3%
RIL
1508
Rothschild Investment LLC
Illinois
$1.18M +$61.8K +1,010 +6%
CFD
1509
Creative Financial Designs
Indiana
$1.18M -$18.5K -303 -2%
MTIC
1510
Missouri Trust & Investment Company
Missouri
$1.18M -$12.7K -208 -1%
MC
1511
Martin & Co
Tennessee
$1.18M -$25.1K -410 -2%
SDAM
1512
Shulman DeMeo Asset Management
New York
$1.18M -$3.12K -51 -0.3%
AFG
1513
Atomi Financial Group
New York
$1.18M +$512K +8,362 +77%
PCS
1514
Personal CFO Solutions
New Jersey
$1.17M +$24.8K +406 +2%
AAM
1515
Ascension Asset Management
New York
$1.17M +$1.17M +19,200 New
BP
1516
BBR Partners
New York
$1.17M +$322K +5,255 +38%
CWM
1517
Calamos Wealth Management
Illinois
$1.17M -$14.9K -243 -1%
WCM
1518
Windsor Capital Management
Arizona
$1.17M
AF
1519
Alerus Financial
North Dakota
$1.16M -$10.3K -168 -0.9%
FWP
1520
FAS Wealth Partners
Kansas
$1.16M -$45.8K -748 -4%
NHT
1521
New Hampshire Trust
New Hampshire
$1.16M -$32.5K -532 -3%
PFT
1522
Providence First Trust
Arizona
$1.16M +$147K +2,405 +15%
FNA
1523
First National Advisers
Nebraska
$1.16M +$250K +4,063 +28%
MWA
1524
Meridian Wealth Advisors
Texas
$1.15M -$64.7K -1,058 -5%
AA
1525
AJ Advisors
Tennessee
$1.15M -$16.2K -265 -1%