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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 %
V
1951
ViaWealth
Kansas
$624K +$44.4K +725 +8%
SIG
1952
Spinnaker Investment Group
California
$623K
EA
1953
Eudaimonia Advisors
Tennessee
$621K -$19.5K -319 -3%
MM
1954
MQS Management
New York
$620K -$602K -9,838 -49%
CAM
1955
Cubic Asset Management
Massachusetts
$619K -$3.67K -60 -0.6%
DI
1956
DAGCO Inc
Ohio
$619K +$565K +9,240 +1,049%
FWM
1957
Finer Wealth Management
Massachusetts
$618K
FWP
1958
Firethorn Wealth Partners
Georgia
$618K +$69.5K +1,136 +13%
MFWP
1959
Mosaic Family Wealth Partners
Missouri
$618K -$11.7K -191 -2%
ERWM
1960
Elk River Wealth Management
Colorado
$615K -$52.9K -858 -8%
ACP
1961
Aveo Capital Partners
Colorado
$615K +$11.5K +185 +2%
AIM
1962
Aspen Investment Management
Michigan
$614K -$19.2K -313 -3%
BWA
1963
BCU Wealth Advisors
Illinois
$613K
GWA
1964
Gibson Wealth Advisors
Texas
$612K +$612K +10,000 New
RW
1965
Regimen Wealth
Georgia
$609K -$110K -1,792 -15%
THWM
1966
Taylor Hoffman Wealth Management
Virginia
$609K -$19.9K -326 -3%
AIC
1967
Archer Investment Corporation
Indiana
$608K -$233K -3,814 -28%
OL
1968
OneFund LLC
Florida
$608K -$16.6K -274 -3%
MW
1969
MBL Wealth
North Carolina
$604K -$74.3K -1,215 -11%
WA1
1970
Wimmer Associates 1
California
$602K +$6.73K +110 +1%
SN
1971
Sittner & Nelson
Oregon
$602K
OFS
1972
OneAscent Financial Services
Alabama
$601K -$12.6K -205 -2%
EFG
1973
Embree Financial Group
Illinois
$600K +$8.01K +131 +1%
DWMS
1974
Dominguez Wealth Management Solutions
Virginia
$600K -$28.6K -467 -5%
TW
1975
TrinityPoint Wealth
Connecticut
$600K +$22.1K +362 +4%