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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 %
RWM
1726
Revisor Wealth Management
Ohio
$856K +$553K +9,206 +183%
CFS
1727
CRA Financial Services
New Jersey
$853K +$63.7K +1,041 +8%
BEC
1728
Blue Edge Capital
Virginia
$853K
YIA
1729
YHB Investment Advisors
Connecticut
$852K -$112K -1,825 -12%
GWANC
1730
Guardian Wealth Advisors (North Carolina)
North Carolina
$852K +$11.2K +183 +1%
GLA
1731
Great Lakes Advisors
Illinois
$849K -$139K -2,280 -14%
AFG
1732
Allegheny Financial Group
Pennsylvania
$849K -$62K -1,013 -7%
AOWM
1733
Alpha Omega Wealth Management
Virginia
$849K -$3.43K -56 -0.4%
BWP
1734
Barlow Wealth Partners
Kentucky
$847K
AFA
1735
American Financial Advisors
Georgia
$847K
MIA
1736
MMBG Investment Advisors
Florida
$843K -$27.9K -456 -3%
WAG
1737
Wiser Advisor Group
Arizona
$841K -$15.2K -248 -2%
CWP
1738
Core Wealth Partners
California
$838K +$6.12K +100 +0.7%
AT
1739
American Trust
Kentucky
$837K +$39K +638 +5%
PBK
1740
Peoples Bank (Kansas)
Kansas
$837K -$42.8K -700 -5%
HCM
1741
Hodges Capital Management
Texas
$835K -$119K -1,950 -13%
WA
1742
Wealth Alliance
New York
$833K +$12.5K +204 +2%
FVWA
1743
Foster Victor Wealth Advisors
South Carolina
$832K -$28.1K -476 -3%
NDSI
1744
Newman Dignan & Sheerar Inc
Rhode Island
$832K +$61 +1 +0%
AWM
1745
Adams Wealth Management
Utah
$831K -$54.2K -886 -6%
BI
1746
Ballast Inc
Kentucky
$831K +$12.8K +209 +2%
GSB
1747
Greenfield Savings Bank
Massachusetts
$829K +$200K +3,276 +32%
FFBTD
1748
First Financial Bank - Trust Division
Ohio
$828K -$18.7K -305 -2%
CPWM
1749
Cypress Point Wealth Management
Texas
$826K +$22.8K +373 +3%
KIC
1750
Keating Investment Counselors
Florida
$826K -$349K -5,700 -30%