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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 %
SMH
2251
Sanders Morris Harris
Texas
$406K +$406K +6,631 New
ACM
2252
Armbruster Capital Management
New York
$406K
BAM
2253
Bosun Asset Management
Illinois
$405K
PGWM
2254
Parisi Gray Wealth Management
New Jersey
$405K -$7.83K -128 -2%
SSWG
2255
Seven Springs Wealth Group
Tennessee
$405K
KWM
2256
Kaydan Wealth Management
Michigan
$404K +$44.5K +727 +12%
WA
2257
Wealth Architects
California
$404K -$9.36K -153 -2%
FFA
2258
Fragasso Financial Advisors
Pennsylvania
$403K +$107K +1,747 +36%
KF
2259
KKM Financial
Illinois
$403K
SL
2260
Sentry LLC
Tennessee
$403K -$21.2K -346 -5%
IPAM
2261
Investment Partners Asset Management
New Jersey
$401K +$95K +1,553 +31%
HFS
2262
Howard Financial Services
Texas
$400K +$2.75K +45 +0.7%
PIA
2263
Pinion Investment Advisors
Kansas
$400K -$26.9K -439 -6%
GIP
2264
Granite Investment Partners
California
$399K
FC
2265
Fulcrum Capital
Washington
$398K
BF
2266
Brogan Financial
Tennessee
$396K -$134K -2,185 -25%
DA
2267
Dillon & Associates
Michigan
$396K -$3.11K -51 -0.8%
BGAI
2268
Bruce G. Allen Investments
Colorado
$395K +$21.5K +351 +6%
PCMC
2269
Private Capital Management (Colorado)
Colorado
$395K +$30.9K +505 +8%
LC
2270
Landaas & Company
Wisconsin
$394K -$674 -11 -0.2%
JLBC
2271
J.L. Bainbridge & Co
Florida
$394K -$1.35K -22 -0.3%
RIM
2272
RW Investment Management
Idaho
$393K -$45.6K -745 -10%
PJSIMP
2273
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K -$15.7K -256 -4%
CIC
2274
Cornercap Investment Counsel
Georgia
$392K +$30.6K +500 +8%
AP
2275
Advisors Preferred
Maryland
$392K -$65.3K -1,076 -14%