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Coca-Cola

2,720 hedge funds and large institutions have $176B invested in Coca-Cola in 2021 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,119 increasing their positions, 914 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,720
Holders Change
+252
Holders Change %
+10.21%
% of All Funds
42.01%
Holding in Top 10
77
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+22.22%
% of All Funds
1.19%
New
384
Increased
1,119
Reduced
914
Closed
89
Calls
$2.06B
Puts
$1.76B
Net Calls
+$302M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
FPCG
2001
Fort Pitt Capital Group
Pennsylvania
$459K -$28.3K -477 -6%
IFWM
2002
Institute for Wealth Management
Colorado
$459K +$651 +11 +0.1%
SFG
2003
SevenBridge Financial Group
Pennsylvania
$457K -$1.07K -18 -0.2%
SN
2004
Sittner & Nelson
Oregon
$457K
CCC
2005
Chelsea Counsel Company
California
$456K +$207K +3,500 +83%
TDC
2006
Thompson Davis & Co
Virginia
$456K +$456K +7,700 New
QCM
2007
Quest Capital Management
Texas
$455K -$53.6K -905 -11%
SMH
2008
Sanders Morris Harris
Texas
$455K
ZIG
2009
Zuckerman Investment Group
Illinois
$453K +$7.11K +120 +2%
AA
2010
Addison Advisors
Vermont
$452K -$3.96K -67 -0.9%
IMOV
2011
Investment Management of Virginia
Virginia
$452K +$24.3K +410 +6%
SFG
2012
Sovereign Financial Group
Connecticut
$451K +$67K +1,132 +17%
XSC
2013
X-Square Capital
Puerto Rico
$450K -$385K -6,500 -46%
AWA
2014
Alta Wealth Advisors
Massachusetts
$445K +$8.24K +139 +2%
HAIM
2015
Hunter Associates Investment Management
Pennsylvania
$444K +$207K +3,500 +88%
MAM
2016
Mystic Asset Management
Rhode Island
$444K +$444K +7,508 New
RWP
2017
Revolve Wealth Partners
New Jersey
$443K +$443K +7,484 New
DAM
2018
Doheny Asset Management
California
$442K -$47.3K -800 -10%
SDWIA
2019
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$442K
MA
2020
Mezzasalma Advisors
New Jersey
$442K +$27.1K +458 +7%
DA
2021
DSC Advisors
Illinois
$441K -$66.8K -1,127 -13%
MGIA
2022
Matthew Goff Investment Advisor
Texas
$440K
MC
2023
Montag & Caldwell
Georgia
$439K -$305K -5,160 -41%
VFP
2024
Verus Financial Partners
Virginia
$438K -$474 -8 -0.1%
SOAMC
2025
Spirit of America Management Corp
New York
$438K