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Coca-Cola

2,093 hedge funds and large institutions have $149B invested in Coca-Cola in 2019 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 797 increasing their positions, 884 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,093
Holders Change
+12
Holders Change %
+0.58%
% of All Funds
45.53%
Holding in Top 10
87
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.47%
% of All Funds
1.89%
New
120
Increased
797
Reduced
884
Closed
83
Calls
$1.64B
Puts
$1.3B
Net Calls
+$346M
Net Calls Change
+$466M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
2001
AllSquare Wealth Management
New York
$71K
FEG
2002
Financial Enhancement Group
Indiana
$71K
TF
2003
TimeScale Financial
Massachusetts
$71K +$71K +1,390 New
LF
2004
Lee Financial
Texas
$68K +$20.7K +410 +44%
CFD
2005
Creative Financial Designs
Indiana
$65K -$43.8K -841 -40%
KAS
2006
Kemnay Advisory Services
New York
$64K
SIS
2007
Sound Income Strategies
Florida
$64K +$16.3K +322 +34%
CAL
2008
Capital Advisors Ltd
Ohio
$63K +$42.1K +828 +202%
AI
2009
ArchPoint Investors
Florida
$62K
HGWM
2010
Harvest Group Wealth Management
Massachusetts
$61K +$51 +1 +0.1%
VC
2011
Vestor Capital
Illinois
$60K -$31.2K -610 -34%
PC
2012
Permit Capital
Pennsylvania
$60K
MI
2013
Markston International
New York
$59K +$5.55K +109 +10%
BC
2014
Barnett & Company
Tennessee
$58K
KFS
2015
Kelly Financial Services
Massachusetts
$56.2K +$204 +4 +0.4%
CTB
2016
Country Trust Bank
Illinois
$55K +$52.7K +1,044 +2,320%
FA
2017
Financial Advantage
Maryland
$54K
WAS
2018
Winch Advisory Services
Wisconsin
$53K +$3.33K +65 +7%
BL
2019
Balentine LLC
Georgia
$53K +$25.9K +512 +96%
IWA
2020
IBEX Wealth Advisors
New Jersey
$53K +$53K +1,052 New
CPA
2021
Cowen Prime Advisors
New York
$51K
RCG
2022
Ruggie Capital Group
Florida
$51K
CFG
2023
CKW Financial Group
Hawaii
$51K +$40.8K +800 +400%
LPWM
2024
Lake Point Wealth Management
Texas
$49K
CH
2025
Canton Hathaway
Rhode Island
$48K +$21.8K +430 +83%