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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 %
MHWM
2126
Montz Harcus Wealth Management
Louisiana
$477K +$979 +16 +0.2%
WDG
2127
Wealth Dimensions Group
Ohio
$477K -$13K -213 -3%
SWP
2128
Semus Wealth Partners
Florida
$475K -$32.6K -533 -6%
CCM
2129
Canal Capital Management
Virginia
$475K -$14.9K -244 -3%
FFP
2130
FourThought Financial Partners
Florida
$474K +$18.3K +299 +4%
CA
2131
Crumly & Associates
Illinois
$474K +$27.6K +451 +6%
MSCM
2132
McElhenny Sheffield Capital Management
Texas
$474K -$1.53K -25 -0.3%
MS
2133
Maven Securities
Jersey
$473K -$1.86M -30,419 -80%
IPW
2134
Inlet Private Wealth
Florida
$473K
IFWM
2135
Institute for Wealth Management
Colorado
$472K +$94.1K +1,538 +25%
RWP
2136
Revolve Wealth Partners
New Jersey
$471K +$16.9K +276 +4%
TPW
2137
Transatlantique Private Wealth
New York
$471K
RCA
2138
Ranch Capital Advisors
Florida
$471K +$3.76K +61 +0.8%
FAG
2139
Financial Advisory Group
Texas
$471K
MAM
2140
Mystic Asset Management
Rhode Island
$469K +$918 +15 +0.2%
LTI
2141
Laffer Tengler Investments
Tennessee
$468K +$255K +4,164 +119%
GA
2142
Greenspring Advisors
Maryland
$468K
AHL
2143
Abel Hall LLC
Louisiana
$466K +$17.3K +282 +4%
BFPW
2144
BOK Financial Private Wealth
Colorado
$465K +$29K +470 +7%
DMKJ
2145
David M. Knott Jr
$465K
HAM
2146
Hedges Asset Management
Nevada
$465K
PF
2147
Phoenix Financial
Israel
$464K -$40.1K -657 -8%
SL
2148
Summitry LLC
California
$464K -$126K -2,054 -21%
NF
2149
Norwood Financial
Pennsylvania
$463K +$32.3K +528 +8%
SAW
2150
Signal Advisors Wealth
Michigan
$462K +$104K +1,693 +29%