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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 %
WAM
1826
Weinberger Asset Management
California
$754K +$795 +13 +0.1%
IP
1827
Intellectus Partners
California
$752K +$752K +12,201 New
CCFM
1828
Clear Creek Financial Management
Washington
$750K +$14.3K +234 +2%
AIM
1829
Alhambra Investment Management
Florida
$750K
MWA
1830
Monograph Wealth Advisors
California
$749K +$156K +2,525 +26%
KJWM
1831
Kiley Juergens Wealth Management
Washington
$748K +$12.2K +200 +2%
EIM
1832
Essex Investment Management
Massachusetts
$748K -$612 -10 -0.1%
PA
1833
PFG Advisors
Arizona
$746K -$102K -1,673 -12%
FCM
1834
Fourpath Capital Management
Oklahoma
$745K -$10.4K -170 -1%
JWWM
1835
Johnson & White Wealth Management
Pennsylvania
$745K +$83K +1,357 +13%
IGWM
1836
ICA Group Wealth Management
Colorado
$744K -$5.32K -87 -0.7%
CFS
1837
Commonwealth Financial Services
West Virginia
$743K
RWPA
1838
Richard W. Paul & Associates
Michigan
$742K +$7.65K +125 +1%
DSC
1839
Duncker Streett & Co
Missouri
$741K +$159K +2,600 +27%
SFG
1840
Sovereign Financial Group
Connecticut
$740K +$64.2K +1,049 +9%
SFG
1841
SevenBridge Financial Group
Pennsylvania
$739K -$37.3K -600 -5%
HI
1842
Hendershot Investments
Virginia
$739K +$16.3K +266 +2%
NRG
1843
Nemes Rush Group
Michigan
$738K -$24.2K -395 -3%
LAM
1844
Lingohr Asset Management
Germany
$738K +$113K +1,853 +18%
AP
1845
Atwood & Palmer
Missouri
$736K
GWA
1846
Gratus Wealth Advisors
Virginia
$734K +$171K +2,895 +30%
VCM
1847
Virtue Capital Management
Tennessee
$733K +$41.8K +711 +6%
KFA
1848
Kelleher Financial Advisors
New York
$733K +$168K +2,750 +30%
GWMR
1849
GC Wealth Management RIA
Massachusetts
$733K +$733K +11,984 New
FMTCOCP
1850
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$731K -$90.7K -1,482 -11%