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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 %
GWM
1926
Gray Wealth Management
Maine
$646K -$26.3K -430 -4%
DF
1927
Donoghue Forlines
Massachusetts
$645K +$7.34K +120 +1%
HWA
1928
HCR Wealth Advisors
California
$644K -$140K -2,292 -18%
GHAM
1929
Gilman Hill Asset Management
Connecticut
$643K +$86.6K +1,415 +16%
SPWM
1930
Schrum Private Wealth Management
Florida
$640K +$126K +2,057 +24%
MCCA
1931
Mill Creek Capital Advisors
Pennsylvania
$639K -$38K -621 -6%
CIA
1932
Compass Ion Advisors
Pennsylvania
$638K
ECM
1933
Elgethun Capital Management
South Dakota
$638K +$43.2K +710 +7%
GWA
1934
GGM Wealth Advisors
Maryland
$637K +$3.94K +66 +0.6%
OW
1935
Olistico Wealth
Oklahoma
$637K +$126K +2,065 +25%
HFM
1936
Hartford Financial Management
Connecticut
$637K
WIC
1937
Willis Investment Counsel
Georgia
$636K +$16.2K +265 +3%
D
1938
Diversified
Delaware
$634K +$132K +2,158 +26%
PWM
1939
Proathlete Wealth Management
Florida
$633K -$17.6K -288 -3%
KWMG
1940
King Wealth Management Group
Florida
$631K
WF
1941
Wayfinding Financial
Washington
$631K +$19.7K +313 +3%
ACM
1942
Argent Capital Management
Missouri
$631K
JAG
1943
Journey Advisory Group
Kentucky
$629K -$21.3K -348 -3%
CG
1944
Corundum Group
Colorado
$629K -$13K -212 -2%
FFO
1945
Fiduciary Family Office
Florida
$629K +$161K +2,630 +34%
WWS
1946
Wellington Wealth Strategies
Indiana
$626K +$626K +10,227 New
CCM
1947
Cullen Capital Management
New York
$625K +$101K +1,650 +19%
OL
1948
Owen LaRue
Kentucky
$625K -$29K -474 -4%
GIA
1949
GHP Investment Advisors
Colorado
$625K
BSB
1950
Bangor Savings Bank
Maine
$624K