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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 %
CH
2751
Canton Hathaway
Rhode Island
$199K
HCA
2752
Heck Capital Advisors
Wisconsin
$196K +$196K +3,328 New
JEST
2753
JTC Employer Solutions Trustee
Jersey
$196K
MCAI
2754
Members Capital Advisors Inc
Wisconsin
$196K -$1.97M -33,447 -91%
PVH
2755
Psagot Value Holdings
Israel
$193K -$161K -2,750 -46%
C
2756
Covestor
United Kingdom
$192K +$14.4K +245 +8%
HB
2757
Horizon Bancorp
Indiana
$187K +$6.48K +110 +4%
CP
2758
Castleview Partners
Texas
$186K +$49.6K +841 +36%
PK
2759
Pflug Koory
Nebraska
$185K
IRAG
2760
Investment Research & Advisory Group
Georgia
$185K
SIM
2761
Studio Investment Management
Illinois
$184K -$2.12K -36 -1%
MWM
2762
Mascoma Wealth Management
New Hampshire
$183K -$3.77K -64 -2%
BAM
2763
Bellevue Asset Management
Washington
$180K -$8.25K -140 -4%
APW
2764
Acima Private Wealth
Virginia
$179K
SOW
2765
State of Wyoming
Wyoming
$179K -$471 -8 -0.3%
OBWP
2766
O'Brien Wealth Partners
Massachusetts
$177K +$5.24K +89 +3%
PO
2767
Private Ocean
California
$174K +$20.6K +350 +13%
SIC
2768
SJS Investment Consulting
Ohio
$174K +$8.72K +148 +5%
AT
2769
Avalon Trust
New Mexico
$172K
IFS
2770
Intelligent Financial Strategies
Minnesota
$172K -$99.9K -1,695 -37%
AAP
2771
Arax Advisory Partners
Colorado
$170K +$1.95K +33 +1%
BC
2772
Barrett & Company
Rhode Island
$167K
OA
2773
Operose Advisors
Wisconsin
$166K -$54.6K -927 -25%
BCM
2774
Bourgeon Capital Management
Connecticut
$165K
RFA
2775
Resurgent Financial Advisors
Georgia
$164K -$5.95K -101 -4%