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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 %
HWM
2651
Horizon Wealth Management
Illinois
$232K +$825 +14 +0.4%
NC
2652
NBW Capital
Massachusetts
$232K -$2.3K -39 -1%
TBWA
2653
Three Bridge Wealth Advisors
California
$232K -$18.3K -311 -7%
GAM
2654
Gemmer Asset Management
California
$231K -$177 -3 -0.1%
FCA
2655
FLC Capital Advisors
California
$230K +$1.18K +20 +0.5%
FA
2656
Financial Advisors
Massachusetts
$230K -$354 -6 -0.2%
CIA
2657
Cascade Investment Advisors
Oregon
$230K
WAG
2658
Winthrop Advisory Group
Massachusetts
$229K -$1.47K -25 -0.6%
R
2659
Rebalance
California
$229K +$229K +3,882 New
HFP
2660
Holistic Financial Partners
Indiana
$229K -$198K -3,363 -46%
WH
2661
Willner & Heller
California
$228K +$228K +3,876 New
GA
2662
GSG Advisors
New Jersey
$228K +$5.16K +86 +2%
VIM
2663
VELA Investment Management
Ohio
$227K -$55.2K -937 -20%
TFA
2664
Trinity Financial Advisors
Ohio
$227K +$530 +9 +0.2%
SBF
2665
Sara-Bay Financial
Florida
$226K
PWA
2666
Physician Wealth Advisors
Utah
$226K -$7.09K -119 -3%
ZAM
2667
Zevin Asset Management
Massachusetts
$226K +$226K +3,833 New
RCA
2668
Resonant Capital Advisors
Wisconsin
$226K -$8.72K -148 -4%
WA
2669
Wealthstream Advisors
New York
$225K -$64.3K -1,091 -22%
WSWA
2670
Warren Street Wealth Advisors
California
$225K +$225K +3,811 New
FCM
2671
Family Capital Management
Michigan
$224K +$2.48K +42 +1%
GWP
2672
Gateway Wealth Partners
Wisconsin
$224K -$49.2K -835 -18%
FA
2673
Fountainhead AM
New Jersey
$224K +$12.1K +205 +6%
CC
2674
Callan Capital
California
$224K +$224K +3,793 New
CSA
2675
Cottage Street Advisors
Massachusetts
$223K +$1.95K +33 +0.9%