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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 %
BA
2726
Ballew Advisors
Mississippi
$207K +$207K +3,446 New
PMFA
2727
Plante Moran Financial Advisors
Michigan
$206K +$13K +220 +7%
IAG
2728
Investment Advisory Group
Massachusetts
$206K -$8.13K -138 -4%
TPW
2729
Tiller Private Wealth
Pennsylvania
$206K +$206K +3,494 New
LTI
2730
Laffer Tengler Investments
Tennessee
$206K -$31.1K -527 -13%
Financial Engines Advisors
2731
Financial Engines Advisors
California
$206K -$210K -3,566 -51%
B
2732
Birchbrook
Maine
$205K +$205K +3,481 New
TCBWMS
2733
Texas Capital Bank Wealth Management Services
Texas
$205K +$205K +3,470 New
TCOO
2734
Trust Company of Oklahoma
Oklahoma
$204K -$172K -2,923 -46%
EP
2735
Essential Planning
New Hampshire
$204K +$204K +3,465 New
HC
2736
Hourglass Capital
Texas
$203K +$203K +3,449 New
BDWCC
2737
B&D White Capital Company
Texas
$202K -$860K -14,600 -81%
AWM
2738
Act Wealth Management
Texas
$202K +$202K +3,434 New
WCM
2739
WealthBridge Capital Management
Ohio
$202K -$25.5K -432 -11%
KIG
2740
Kessler Investment Group
Indiana
$202K -$2.53K -43 -1%
HIM
2741
Hanlon Investment Management
New Jersey
$201K +$201K +3,415 New
AIMA
2742
Ables Iannone Moore & Associates
Georgia
$201K +$201K +3,410 New
AFP
2743
Alpha Financial Partners
Kentucky
$201K +$201K +3,409 New
LAM
2744
Lifestyle Asset Management
Texas
$201K -$32K -543 -14%
MIA
2745
MeadowBrook Investment Advisors
Michigan
$201K +$201K +3,406 New
SIG
2746
Sargent Investment Group
Maryland
$200K -$25.6K -435 -11%
BEAM
2747
Baker Ellis Asset Management
Washington
$200K +$200K +3,400 New
CBB
2748
Citizens Business Bank
California
$200K +$200K +3,400 New
CM
2749
Castleark Management
Illinois
$200K
CAL
2750
Capital Advisors Ltd
Ohio
$200K +$29.2K +495 +17%