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Coca-Cola

2,229 hedge funds and large institutions have $130B invested in Coca-Cola in 2020 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 919 increasing their positions, 898 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,229
Holders Change
-63
Holders Change %
-2.75%
% of All Funds
49.24%
Holding in Top 10
103
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.98%
% of All Funds
2.28%
New
141
Increased
919
Reduced
898
Closed
174
Calls
$1.25B
Puts
$1.13B
Net Calls
+$118M
Net Calls Change
+$60.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FVWA
2001
Foster Victor Wealth Advisors
South Carolina
$222K -$17.7K -390 -7%
LDFR
2002
Lehman & Derafelo Financial Resources
Pennsylvania
$222K
CA
2003
Capital Advantage
California
$222K +$24.4K +508 +12%
LAS
2004
Lloyd Advisory Services
Georgia
$221K -$72.6K -1,639 -25%
MLFP
2005
MPS Loria Financial Planners
Illinois
$221K
MWM
2006
MBE Wealth Management
Wisconsin
$221K +$16.8K +379 +8%
TWA
2007
TCI Wealth Advisors
Arizona
$221K +$35.1K +792 +19%
IA
2008
Icon Advisers
Colorado
$221K +$57.5K +1,300 +35%
MCM
2009
McRae Capital Management
New Jersey
$220K +$13.3K +300 +6%
MMA
2010
Miracle Mile Advisors
California
$219K -$2.26M -51,011 -91%
ACM
2011
AlphaStar Capital Management
North Carolina
$219K -$158K -3,491 -42%
HFG
2012
Heron Financial Group
New York
$219K
CSA
2013
Cottage Street Advisors
Massachusetts
$219K
AFAS
2014
Acorn Financial Advisory Services
Virginia
$219K +$43.9K +992 +25%
MAS
2015
Managed Account Services
Florida
$218K +$131 +3 +0.1%
TLP
2016
Trinity Legacy Partners
Texas
$218K +$5.37K +122 +3%
BI
2017
Ballast Inc
Kentucky
$217K
LCM
2018
Liberty Capital Management
Michigan
$217K
BMC
2019
Benin Management Corp
Connecticut
$216K -$148K -3,340 -41%
CG
2020
Cynosure Group
Utah
$216K -$38.1K -861 -15%
SW
2021
SlateStone Wealth
Florida
$215K -$165K -3,705 -43%
AF
2022
Apexium Financial
Texas
$213K -$27.3K -618 -11%
PJSIMP
2023
P.J. Schmidt Investment Management (PJS)
Wisconsin
$213K -$6.94K -157 -3%
MC
2024
Mathes Company
New York
$213K
WorldQuant Millennium Advisors
2025
WorldQuant Millennium Advisors
New York
$213K +$213K +4,821 New