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Coca-Cola

2,081 hedge funds and large institutions have $136B invested in Coca-Cola in 2019 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 796 increasing their positions, 851 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,081
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
45.11%
Holding in Top 10
76
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-28.3%
% of All Funds
1.65%
New
134
Increased
796
Reduced
851
Closed
109
Calls
$1.3B
Puts
$1.42B
Net Calls
-$120M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
2001
Barnett & Company
Tennessee
$54K
KFS
2002
Kelly Financial Services
Massachusetts
$51.5K +$51.5K +1,100 New
FA
2003
Financial Advantage
Maryland
$50K -$7.82K -169 -14%
LPWM
2004
Lake Point Wealth Management
Texas
$49K -$709K -13,936 -94%
MI
2005
Markston International
New York
$49K +$5.61K +120 +13%
PWM
2006
PRW Wealth Management
Massachusetts
$48K -$602 -13 -1%
CFN
2007
Cordasco Financial Network
Florida
$48K
RCG
2008
Ruggie Capital Group
Florida
$47K -$97.4K -2,073 -67%
CPA
2009
Cowen Prime Advisors
New York
$47K
AS
2010
Altshuler Shaham
Israel
$45K -$712 -15 -2%
WAS
2011
Winch Advisory Services
Wisconsin
$45K +$2.97K +64 +7%
SIS
2012
Sound Income Strategies
Florida
$44K -$35.4K -755 -45%
LF
2013
Lee Financial
Texas
$44K -$3.58K -76 -8%
AA
2014
AlphaMark Advisors
Kentucky
$41K
NL
2015
NVWM LLC
Pennsylvania
$41K
SL
2016
Salomon & Ludwin
Virginia
$41K +$3.94K +85 +11%
PCA
2017
Providence Capital Advisors
North Carolina
$39K +$1.03K +22 +3%
SIA
2018
SeaBridge Investment Advisors
New Jersey
$37K
SHJ
2019
Sharkey, Howes & Javer
Colorado
$37K
KC
2020
Knuff & Co
California
$37K
SQA
2021
Simon Quick Advisors
New Jersey
$37K +$6.67K +143 +22%
GT
2022
Glenmede Trust
Pennsylvania
$36.1K -$935 -19,964 -3%
QCIG
2023
Quad-Cities Investment Group
Iowa
$36K
OFS
2024
Orrstown Financial Services
Pennsylvania
$35K +$24.4K +517 +231%
FGAM
2025
Financial Gravity Asset Management
Texas
$35K +$35K +748 New