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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 %
CP
2326
Canopy Partners
Ohio
$362K +$50.9K +832 +16%
CSWM
2327
Cassady Schiller Wealth Management
Ohio
$362K +$82.6K +1,350 +30%
NECFA
2328
New England Capital Financial Advisors
Connecticut
$361K
CA
2329
CGN Advisors
Kansas
$361K -$5.93K -97 -2%
CNB
2330
Camden National Bank
Maine
$361K -$28.1K -459 -7%
WOC
2331
West Oak Capital
California
$360K
CVA
2332
Central Valley Advisors
California
$360K -$3.49K -57 -1%
MWM
2333
Marietta Wealth Management
Georgia
$359K
HBW
2334
Hazlett, Burt & Watson
West Virginia
$359K +$20.9K +342 +6%
HWA
2335
HHM Wealth Advisors
Tennessee
$358K -$19.9K -325 -5%
S
2336
Sunpointe
Missouri
$358K +$19.4K +314 +6%
PCFFS
2337
Pacific Center for Financial Services
California
$356K -$20K -327 -5%
LGA
2338
Lebenthal Global Advisors
New York
$356K +$32.2K +526 +10%
SI
2339
Seeds Investor
New York
$355K +$138K +2,253 +63%
RW
2340
Rede Wealth
Virginia
$355K +$24.5K +400 +7%
AFT
2341
Alpha Family Trust
California
$355K +$74.3K +1,215 +26%
MIFH
2342
Migdal Insurance & Financial Holdings
Israel
$354K +$16.9K +276 +5%
FIM
2343
Fernwood Investment Management
Massachusetts
$353K
HPM
2344
Hoxton Planning & Management
West Virginia
$353K +$72.3K +1,182 +26%
KOMWMG
2345
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$352K -$11.8K -193 -3%
DAM
2346
Doheny Asset Management
California
$352K -$98.7K -1,615 -22%
KIG
2347
Kessler Investment Group
Indiana
$352K +$142K +2,329 +68%
UAG
2348
United Advisor Group
Ohio
$352K +$352K +5,746 New
OCM
2349
Objective Capital Management
Ohio
$351K -$16.1K -263 -4%
HKAM
2350
Horizon Kinetics Asset Management
New York
$351K +$6.12K +100 +2%