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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 %
TPWA
1901
TRUE Private Wealth Advisors
Oregon
$670K +$346K +5,655 +106%
FHC
1902
First Heartland Consultants
Missouri
$670K -$23.8K -389 -3%
ACM
1903
Ashford Capital Management
Delaware
$668K -$6.06K -99 -0.9%
RSWM
1904
Robertson Stephens Wealth Management
California
$668K +$32.1K +521 +5%
OHIS
1905
Oak Harvest Investment Services
Texas
$666K -$8.44K -138 -1%
CIM
1906
CIM Investment Management
Pennsylvania
$666K
BWM
1907
BCS Wealth Management
Tennessee
$664K -$20.1K -329 -3%
WDC
1908
Woodward Diversified Capital
California
$664K +$33.7K +551 +5%
MPIA
1909
Mountain Pacific Investment Advisers
Idaho
$663K -$12.2K -200 -2%
ML
1910
McAdam LLC
Pennsylvania
$663K +$25.5K +417 +4%
ZF
1911
Zhang Financial
Michigan
$662K
SEA
1912
Stegent Equity Advisors
Texas
$662K +$662K +10,817 New
MGWA
1913
Monument Group Wealth Advisors
Massachusetts
$661K
PWAM
1914
Pinnacle West Asset Management
Wyoming
$660K +$18.4K +300 +3%
SS
1915
Sunbelt Securities
Texas
$658K -$51.3K -838 -7%
HWP
1916
Highline Wealth Partners
California
$657K
MIC
1917
Meridian Investment Counsel
California
$657K +$9.3K +152 +1%
MA
1918
MJP Associates
Connecticut
$654K +$168K +2,750 +35%
BT
1919
Brandywine Trust
Delaware
$654K
NEWAS
1920
N.E.W. Advisory Services
Wisconsin
$653K -$17.4K -285 -3%
FMP
1921
Financial Management Professionals
Texas
$653K +$80.8K +1,321 +14%
LSA
1922
L & S Advisors
California
$652K -$11K -179 -2%
PH
1923
Pinnacle Holdings
Oklahoma
$650K -$48K -785 -7%
CCWM
1924
Cassaday & Co Wealth Management
Virginia
$648K +$6.42K +105 +1%
MP
1925
McDonald Partners
Ohio
$646K -$48.9K -800 -7%