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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 %
AA
1976
Alta Advisers
United Kingdom
$600K
IA
1977
IFG Advisors
Missouri
$599K
CAM
1978
Councilmark Asset Management
Tennessee
$598K +$598K +9,776 New
TFO
1979
Tarbox Family Office
California
$598K +$145K +2,372 +32%
RIA
1980
Richwood Investment Advisors
Ohio
$597K +$9.12K +149 +2%
EFSCE
1981
Enterprise Financial Services Corp (EFSC)
Missouri
$597K -$144K -2,353 -19%
DWM
1982
Drive Wealth Management
Utah
$597K -$8.2K -133 -1%
RMCM
1983
Reynders McVeigh Capital Management
Massachusetts
$594K -$6K -98 -1%
MCM
1984
Maple Capital Management
Vermont
$594K -$36.3K -594 -6%
LWM
1985
Laidlaw Wealth Management
New York
$593K -$157K -2,568 -21%
PWMG
1986
Prestige Wealth Management Group
New Jersey
$593K -$51.7K -838 -8%
FS
1987
Ferguson Shapiro
Georgia
$593K -$2.75K -45 -0.5%
CCFCSB
1988
Cape Cod Five Cents Savings Bank
Massachusetts
$593K -$28.4K -465 -5%
1IA
1989
1834 Investment Advisors
Wisconsin
$592K -$20.7K -339 -3%
GIM
1990
Goelzer Investment Management
Indiana
$591K -$1.35K -22 -0.2%
SWA
1991
SFMG Wealth Advisors
Texas
$591K -$82.3K -1,346 -12%
DWA
1992
Delap Wealth Advisory
Oregon
$591K +$591K +9,652 New
CSI
1993
Cross Staff Investments
New York
$590K -$39.8K -650 -6%
TT
1994
TI-Trust
Illinois
$589K +$48K +785 +9%
MAWA
1995
Moss Adams Wealth Advisors
Washington
$588K +$282K +4,581 +92%
AIA
1996
Alera Investment Advisors
Illinois
$588K +$20.6K +337 +4%
SWK
1997
Stephen W. Kidder
$586K -$48.9K -800 -8%
GLLW
1998
Graves Light Lenhart Wealth
Virginia
$586K
MAWCM
1999
Mine & Arao Wealth Creation & Management
California
$585K +$39.8K +650 +7%
FH
2000
FWG Holdings
Florida
$583K -$29.6K -471 -5%