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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 %
JCM
2576
Jacobsen Capital Management
Utah
$257K +$257K +4,357 New
SRC
2577
Sage Rhino Capital
California
$257K +$2.83K +48 +1%
TA
2578
TFB Advisors
Kansas
$255K +$255K +4,330 New
FC
2579
FCA Corp
Texas
$255K +$236 +4 +0.1%
PIA
2580
Powell Investment Advisors
Florida
$254K +$1.89K +32 +0.7%
IPWA
2581
International Private Wealth Advisors
California
$254K +$254K +4,307 New
TFF
2582
The Family Firm
Maryland
$253K +$3.3K +56 +1%
KCFA
2583
Key Client Fiduciary Advisors
New Jersey
$253K -$13K -220 -5%
ACG
2584
Allen Capital Group
Nebraska
$253K +$27.5K +466 +12%
IFAM
2585
Institutional & Family Asset Management
Colorado
$252K -$1.77K -30 -0.7%
KCM
2586
Kathmere Capital Management
Pennsylvania
$252K +$37.3K +633 +17%
DCM
2587
DGS Capital Management
New Jersey
$252K +$1.83K +31 +0.7%
BFWA
2588
Benchmark Financial Wealth Advisors
Florida
$251K +$17.6K +299 +8%
BOS
2589
Bank of Stockton
California
$251K -$5.15K -86 -2%
SCI
2590
Silver Coast Investments
United States
$251K +$251K +4,261 New
SCM
2591
SOL Capital Management
Maryland
$250K
LJHT
2592
Laurie J. Hall Trustee
$250K
NWMG
2593
National Wealth Management Group
Ohio
$250K -$3.71K -63 -1%
PWM
2594
Partnership Wealth Management
Maryland
$250K +$250K +4,200 New
HG
2595
Harbor Group
New Hampshire
$250K
SAM
2596
Strategy Asset Managers
California
$249K
GWAM
2597
Guardian Wealth Advisors (Minnesota)
Minnesota
$249K +$24.5K +416 +11%
APW
2598
Austin Private Wealth
Texas
$248K -$13.3K -225 -5%
PFP
2599
Paragon Financial Partners
California
$248K -$1.18K -20 -0.5%
TA
2600
TruWealth Advisors
Louisiana
$247K -$44.3K -752 -15%