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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 %
BL
2451
BFSG LLC
California
$304K +$24.5K +401 +9%
SWP
2452
Strategic Wealth Partners
Ohio
$303K +$25.9K +424 +9%
KWM
2453
KFG Wealth Management
Indiana
$303K +$23.7K +387 +8%
KCM
2454
Kathmere Capital Management
Pennsylvania
$301K +$39.6K +648 +15%
BWFA
2455
Baltimore-Washington Financial Advisors
Maryland
$300K -$114K -1,861 -27%
SSG
2456
Summit Securities Group
New York
$300K +$300K +4,900 New
RDFA
2457
Ritter Daniher Financial Advisory
Ohio
$299K
FGA
2458
Fortis Group Advisors
New Jersey
$299K -$49.7K -812 -14%
MCM
2459
McRae Capital Management
New Jersey
$297K -$3.67K -60 -1%
UL
2460
Unionview LLC
Washington
$297K +$918 +15 +0.3%
SAM
2461
Sawgrass Asset Management
Florida
$297K +$22.4K +366 +8%
CWM
2462
CarsonAllaria Wealth Management
Illinois
$297K -$17.1K -280 -5%
AFG
2463
Albion Financial Group
Utah
$297K
PCA
2464
Prosperity Capital Advisors
Ohio
$296K -$18.1K -295 -6%
FPCP
2465
Fort Point Capital Partners
California
$295K -$12.5K -205 -4%
MWM
2466
Maripau Wealth Management
Indiana
$295K +$295K +4,828 New
KCIC
2467
Kuhn & Co Investment Counsel
Illinois
$295K
DDPIC
2468
Deroy & Devereaux Private Investment Counsel
Michigan
$295K
NCM
2469
Northwest Capital Management
Oregon
$295K
HVIA
2470
Hudson Valley Investment Advisors
New York
$294K -$12.7K -207 -4%
FAFN
2471
First Affirmative Financial Network
Colorado
$294K +$16.8K +275 +6%
PCTC
2472
Perkins Coie Trust Company
Washington
$293K
WWC
2473
Waypoint Wealth Counsel
Georgia
$292K +$9.36K +153 +3%
FSG
2474
Financial Strategies Group
Michigan
$292K
JCM
2475
Jacobsen Capital Management
Utah
$292K +$25.7K +420 +10%