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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 %
FFA
2551
Fi3 Financial Advisors
Indiana
$267K +$267K +4,538 New
SWP
2552
Strategic Wealth Partners
Ohio
$267K +$2.24K +38 +0.8%
AIM
2553
Athena Investment Management
California
$267K
FAFN
2554
First Affirmative Financial Network
Colorado
$267K +$267K +4,526 New
HCP
2555
Holt Capital Partners
Texas
$266K
PFA
2556
Pathway Financial Advisors
Vermont
$266K
JSW
2557
Journey Strategic Wealth
New Jersey
$266K -$28.1K -477 -10%
MC
2558
Machina Capital
France
$265K -$279K -4,740 -51%
NCM
2559
Noesis Capital Mangement
Florida
$265K -$20.6K -350 -7%
SAM
2560
Sawgrass Asset Management
Florida
$265K -$61.9K -1,050 -19%
TCOTS
2561
Trust Company of the South
North Carolina
$264K +$264K +4,474 New
IW
2562
Instrumental Wealth
Florida
$263K -$4.54K -77 -2%
EWP
2563
Engrave Wealth Partners
Texas
$263K +$29K +492 +12%
S
2564
Sachetta
Massachusetts
$263K +$263K +4,459 New
BWM
2565
Buckley Wealth Management
Nevada
$262K
TFM
2566
TFC Financial Management
Massachusetts
$262K -$6.6K -112 -2%
PWA
2567
Providence Wealth Advisors
Illinois
$261K -$4.73M -25,301 -95%
TCMP
2568
Thrive Capital Management (Pennsylvania)
Pennsylvania
$261K +$45.5K +772 +21%
BWP
2569
Balboa Wealth Partners
Arizona
$261K -$8.31K -141 -3%
WS
2570
Wela Strategies
Georgia
$261K +$9.55K +162 +4%
BPFA
2571
Barnes Pettey Financial Advisors
Mississippi
$261K
APC
2572
Asset Planning Corporation
Tennessee
$260K
HFS
2573
Hoge Financial Services
Pennsylvania
$260K +$260K +4,420 New
WIM
2574
Westside Investment Management
California
$260K -$1.3K -22 -0.5%
B
2575
Bensler
Washington
$258K +$2.24K +38 +0.9%