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Coca-Cola

2,970 hedge funds and large institutions have $183B invested in Coca-Cola in 2023 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 1,149 increasing their positions, 1,224 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,970
Holders Change
+157
Holders Change %
+5.58%
% of All Funds
43.54%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
0.98%
New
323
Increased
1,149
Reduced
1,224
Closed
121
Calls
$1.76B
Puts
$1.62B
Net Calls
+$140M
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
2476
RKL Wealth Management
Pennsylvania
$296K +$5.25K +89 +2%
PMG
2477
Private Management Group
California
$296K +$4.3K +73 +1%
EWS
2478
Eagle Wealth Strategies
New Jersey
$295K +$295K +5,013 New
BCMLT
2479
Beacon Capital Management LLC (Tennessee)
Tennessee
$295K -$57.2K -1,021 -16%
CWM
2480
Concentric Wealth Management
California
$295K +$59 +1 +0%
IPAM
2481
Investment Partners Asset Management
New Jersey
$295K +$295K +5,003 New
BIA
2482
BHK Investment Advisors
Alabama
$295K -$374K -6,343 -56%
SC
2483
Shay Capital
New York
$295K +$295K +5,000 New
ZIG
2484
Zuckerman Investment Group
Illinois
$294K -$1.59K -27 -0.5%
GPI
2485
General Partner Inc
Pennsylvania
$294K
PE
2486
Point72 Europe
United Kingdom
$293K +$293K +4,978 New
MAWA
2487
Moss Adams Wealth Advisors
Washington
$293K -$4.89K -83 -2%
KWM
2488
Keebeck Wealth Management
Illinois
$293K +$5.3K +90 +2%
OWM
2489
OneAscent Wealth Management
Alabama
$292K -$63.2K -1,071 -18%
CAS
2490
Coppell Advisory Solutions
Texas
$292K +$222K +3,768 +319%
BOCM
2491
Bontempo Ohly Capital Management
Maryland
$291K +$291K +4,941 New
JF
2492
Joule Financial
Kentucky
$291K +$22.6K +384 +8%
GJIA
2493
Glass Jacobson Investment Advisors
Maryland
$291K -$11.6K -197 -4%
SMG
2494
Smart Money Group
Texas
$291K +$51.7K +877 +22%
MCM
2495
McRae Capital Management
New Jersey
$290K +$57K +968 +24%
AMCA
2496
Arthur M. Cohen & Associates
Illinois
$290K -$6.31K -107 -2%
DWP
2497
Destiny Wealth Partners
Florida
$290K -$64.7K -1,083 -18%
IHWM
2498
Iron Horse Wealth Management
Iowa
$289K +$50.2K +852 +21%
TA
2499
TKG Advisors
Indiana
$289K -$115K -1,953 -28%
FSG
2500
Financial Strategies Group
Michigan
$288K