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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 %
SIA
1851
Sit Investment Associates
Minnesota
$731K
BCM
1852
Becker Capital Management
Oregon
$731K +$382K +6,190 +109%
PIP
1853
Peachtree Investment Partners
Florida
$731K -$16.9K -276 -2%
IIM
1854
InTrack Investment Management
Vermont
$730K -$28.9K -473 -4%
PPWP
1855
Premier Path Wealth Partners
New Jersey
$729K +$10.3K +170 +1%
RIS
1856
Retirement Income Solutions
Michigan
$727K +$6.12K +100 +0.8%
LFP
1857
Lakeshore Financial Planning
Michigan
$726K -$11.5K -188 -2%
DFG
1858
Delta Financial Group
New Jersey
$726K -$31.5K -515 -4%
FDCP
1859
Foster Dykema Cabot & Partners
Massachusetts
$726K -$4.26K -69 -0.6%
PIMG
1860
Patriot Investment Management Group
Tennessee
$725K
NAM
1861
NorthCrest Asset Manangement
Minnesota
$725K +$30.9K +505 +4%
PL
1862
Plancorp LLC
Missouri
$721K -$92.9K -1,518 -11%
MA
1863
MBA Advisors
Pennsylvania
$720K -$46.5K -760 -6%
BONH
1864
Bank of New Hampshire
New Hampshire
$718K -$147K -2,400 -17%
SCI
1865
S&CO Inc
Massachusetts
$717K
IWA
1866
Icon Wealth Advisors
Texas
$715K +$19.2K +313 +3%
AWAU
1867
Alliance Wealth Advisors (Utah)
Utah
$713K +$27.4K +448 +4%
LIA
1868
LS Investment Advisors
Michigan
$713K
FPGT
1869
Financial Partners Group (Tennessee)
Tennessee
$712K +$205K +3,355 +40%
FNBOMD
1870
First National Bank of Mount Dora
Florida
$710K +$124K +2,020 +21%
Q
1871
QVR
California
$710K +$710K +11,604 New
KMWM
1872
Keudell/Morrison Wealth Management
Oregon
$709K +$15.3K +250 +2%
CWM
1873
Connecticut Wealth Management
Connecticut
$707K +$26.2K +429 +4%
FBB
1874
Fulton Breakefield Broenniman
Maryland
$707K -$47K -769 -6%
MFF
1875
Mango Five Family
Nevada
$705K -$61.2K -1,000 -8%