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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 %
EWA
2101
ERTS Wealth Advisors
Michigan
$501K -$3.18K -52 -0.6%
KLWA
2102
Kelly Lawrence W & Associates
California
$500K
AIP
2103
Almanack Investment Partners
Pennsylvania
$497K +$1.16K +19 +0.2%
HBT
2104
Heartland Bank & Trust
Illinois
$497K -$56.8K -929 -10%
WGC
2105
Watts Gwilliam & Co
Arizona
$497K +$497K +7,870 New
AWA
2106
Amplius Wealth Advisors
Pennsylvania
$496K +$10.3K +168 +2%
DOA
2107
D'Orazio & Associates
Virginia
$495K +$66.3K +1,084 +15%
AF
2108
Apexium Financial
Texas
$493K -$621K -10,120 -56%
RFS
2109
Retirement Financial Solutions
Tennessee
$493K -$64.1K -1,047 -12%
1WA
2110
180 Wealth Advisors
Washington
$492K -$10.4K -170 -2%
SAM
2111
S.A. Mason
Michigan
$491K -$21.4K -349 -4%
SMG
2112
Smart Money Group
Texas
$491K +$186K +3,009 +61%
MC
2113
Machina Capital
France
$490K +$215K +3,509 +78%
LOAMU
2114
Lombard Odier Asset Management (USA)
New York
$489K +$489K +8,000 New
SWM
2115
Sculati Wealth Management
Michigan
$488K -$81.1K -1,326 -14%
MFT
2116
Moisand Fitzgerald Tamayo
Florida
$487K +$1.53K +25 +0.3%
HIM
2117
Hillsdale Investment Management
Ontario, Canada
$486K -$40.4K -660 -8%
CC
2118
Cadinha & Co
Hawaii
$485K -$150K -2,450 -24%
SSWM
2119
Strait & Sound Wealth Management
California
$484K
SOAMC
2120
Spirit of America Management Corp
New York
$483K
PFA
2121
Plotkin Financial Advisors
Maryland
$483K +$483K +7,892 New
SAM
2122
SignalPoint Asset Management
Missouri
$482K
PCM
2123
Prelude Capital Management
New York
$482K +$482K +7,880 New
AGWCA
2124
Annis Gardner Whiting Capital Advisors
Florida
$482K +$76.9K +1,249 +19%
CPA
2125
Cardiff Park Advisors
California
$480K +$15.7K +256 +3%