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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 %
LFG
2051
Lazard Frères Gestion
France
$536K +$37K +605 +7%
GA
2052
Geller Advisors
New York
$533K +$48.2K +782 +10%
FCM
2053
Firestone Capital Management
Florida
$532K
FA
2054
Fagan Associates
New York
$532K
AFAS
2055
Acorn Financial Advisory Services
Virginia
$531K -$151K -2,470 -22%
NCFG
2056
New Century Financial Group
New Jersey
$531K -$88.7K -1,449 -14%
CWS
2057
Cypress Wealth Services
California
$530K -$50.3K -822 -9%
SWMG
2058
Sard Wealth Management Group
Georgia
$529K +$2.57K +42 +0.5%
LF
2059
Lantz Financial
Illinois
$529K -$75.1K -1,227 -12%
CC
2060
Cornerstone Capital
California
$529K -$60.9K -995 -10%
QPWM
2061
Quadrant Private Wealth Management
Pennsylvania
$528K -$40.7K -660 -7%
HTIM
2062
Harbour Trust & Investment Management
Indiana
$527K +$612 +10 +0.1%
WIA
2063
Westbourne Investment Advisors
Maryland
$527K
HGWM
2064
Horst & Graben Wealth Management
Oregon
$527K
CSC
2065
Caldwell Sutter Capital
California
$525K -$90.9K -1,486 -15%
RCM
2066
RMR Capital Management
California
$525K
EWM
2067
Evermay Wealth Management
Virginia
$525K +$20.3K +329 +4%
MC
2068
Middleton & Co
Massachusetts
$525K
AFM
2069
Armstrong Fleming & Moore
District of Columbia
$523K +$2.63K +43 +0.5%
FNC
2070
First National Corp
Massachusetts
$522K
CS
2071
Capital Square
Tennessee
$522K +$22.8K +372 +5%
FC
2072
Forte Capital
New York
$521K -$9.73K -159 -2%
WPP
2073
Whalerock Point Partners
Rhode Island
$521K
RMC
2074
Resources Management Corp
Connecticut
$518K -$110K -1,800 -18%
LFA
2075
Laraway Financial Advisors
Minnesota
$518K