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Coca-Cola

2,475 hedge funds and large institutions have $153B invested in Coca-Cola in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 989 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,475
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
43.58%
Holding in Top 10
77
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.3%
% of All Funds
1.36%
New
157
Increased
993
Reduced
989
Closed
119
Calls
$1.55B
Puts
$1.31B
Net Calls
+$237M
Net Calls Change
+$993M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
1901
Occidental Asset Management
California
$423K
RZH
1902
Relyea Zuckerberg Hanson
Connecticut
$423K +$11.1K +207 +3%
CSPAM
1903
Cary Street Partners Asset Management
Virginia
$422K +$23.7K +1,321 +6%
ECM
1904
Elgethun Capital Management
South Dakota
$422K +$122K +2,314 +41%
GWM
1905
Gray Wealth Management
Maine
$420K +$9.64K +183 +2%
WAAG
1906
Wealth Alliance Advisory Group
Kansas
$419K -$10.3K -195 -2%
JAG
1907
Journey Advisory Group
Kentucky
$419K +$10.5K +200 +3%
BFPW
1908
BOK Financial Private Wealth
Colorado
$418K -$3.96K -75 -0.9%
RP
1909
Riverbridge Partners
Minnesota
$414K +$28.6K +543 +7%
LGA
1910
Lebenthal Global Advisors
New York
$414K +$77.3K +1,470 +23%
SFG
1911
StrategIQ Financial Group
Indiana
$413K -$6.85K -130 -2%
IFWM
1912
Institute for Wealth Management
Colorado
$413K -$1.95K -37 -0.5%
CWC
1913
Carolinas Wealth Consulting
North Carolina
$413K -$532 -10 -0.1%
WFG
1914
Wills Financial Group
Virginia
$410K
AO
1915
Advisor OS
Illinois
$410K +$1.37K +26 +0.3%
PS
1916
Portfolio Solutions
Michigan
$408K +$14.7K +278 +4%
WA
1917
Wealth Architects
California
$408K +$14.7K +280 +4%
MPCG
1918
Matrix Private Capital Group
New York
$408K +$104K +1,966 +34%
SN
1919
Sittner & Nelson
Oregon
$407K
PA
1920
Probity Advisors
Texas
$407K +$407K +7,728 New
WTB
1921
Washington Trust Bank
Washington
$406K -$113K -2,139 -22%
MIM
1922
Miller Investment Management
Pennsylvania
$406K
EI
1923
Ellevest Inc
New York
$405K +$63.2K +1,198 +18%
AWM
1924
Absher Wealth Management
North Carolina
$404K -$3.38K -64 -0.8%
HVIA
1925
Hudson Valley Investment Advisors
New York
$403K