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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 %
CVM
2626
Cheviot Value Management
California
$241K
CWM
2627
Curi Wealth Management
North Carolina
$239K -$1.36K -23 -0.6%
WG
2628
Watchman Group
Texas
$239K +$3.3K +56 +1%
GWM
2629
Greenwich Wealth Management
Connecticut
$239K +$9.2K +156 +4%
CAM
2630
Congress Asset Management
Massachusetts
$239K
TA
2631
TrueWealth Advisors
Alabama
$239K +$4.42K +75 +2%
AA
2632
Aufman Associates
Pennsylvania
$238K +$59 +1 +0%
DAM
2633
Draper Asset Management
New York
$237K +$25.8K +437 +12%
RWM
2634
Reston Wealth Management
Virginia
$237K +$7.13K +121 +3%
TSWM
2635
Triangle Securities Wealth Management
North Carolina
$237K -$2.06K -35 -0.9%
CT
2636
Coastline Trust
Rhode Island
$237K -$2K -34 -0.8%
SFG
2637
Socha Financial Group
New York
$236K -$40.7K -691 -15%
SWM
2638
Salvus Wealth Management
New Jersey
$236K +$18.6K +315 +9%
MJP
2639
Michael J. Puzo
$236K -$2.95K -50 -1%
PAIM
2640
Punch & Associates Investment Management
Minnesota
$236K
MA
2641
McBroom & Associates
Nevada
$236K
VCG
2642
Vantage Consulting Group
Virginia
$235K -$13.2K -224 -5%
FA
2643
FSA Advisors
Michigan
$235K +$235K +3,987 New
PHWM
2644
Pine Harbor Wealth Management
Maryland
$234K +$234K +3,970 New
KSWWM
2645
Keyes Stange & Wooten Wealth Management
Florida
$234K +$234K +3,963 New
CA
2646
Cumberland Advisors
Florida
$233K
BWM
2647
BCGM Wealth Management
Indiana
$233K +$2.24K +38 +1%
KJHP
2648
K.J. Harrison & Partners
Ontario, Canada
$233K +$233K +3,957 New
SC
2649
Solstein Capital
California
$233K
CCC
2650
Chelsea Counsel Company
California
$233K -$21.4K -363 -8%