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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 %
SCA
2801
Stuart Chaussee & Associates
California
$118K -$7.84K -133 -6%
PP
2802
Pingora Partners
Wyoming
$118K +$118K +2,000 New
PA
2803
PSI Advisors
Florida
$114K +$4.71K +80 +4%
CPG
2804
Cornerstone Planning Group
New Jersey
$114K -$1.36K -23 -1%
AT
2805
Arlington Trust
Alabama
$114K +$114K +1,931 New
VIA
2806
Virtus Investment Advisers
Connecticut
$111K
FP
2807
Financial Perspectives
Minnesota
$108K +$4.24K +72 +4%
CTWM
2808
Cherry Tree Wealth Management
Minnesota
$107K
LIA
2809
Luken Investment Analytics
Tennessee
$106K
PS
2810
Planned Solutions
California
$106K +$106K +1,800 New
LD
2811
Lipe & Dalton
New York
$106K
IPW
2812
Impact Partnership Wealth
Georgia
$105K -$45.3K -769 -30%
VAG
2813
VisionPoint Advisory Group
Texas
$96.8K -$60.3K -1,023 -38%
MFA
2814
McClarren Financial Advisors
Pennsylvania
$96K +$1.47K +25 +2%
WCMN
2815
Westchester Capital Management (Nebraska)
Nebraska
$95.2K
LFASL
2816
Lugano Financial Advisors SA (LFA)
Switzerland
$94.3K
PIS
2817
POM Investment Strategies
North Carolina
$94.3K +$94.3K +1,600 New
CFS
2818
CGC Financial Services
Oregon
$93.9K +$3.95K +67 +4%
VL
2819
Vima LLC
Michigan
$93.9K +$93.9K +1,593 New
OCM
2820
Orion Capital Management
California
$93.8K
ICM
2821
Islay Capital Management
Texas
$91.7K +$530 +9 +0.6%
LI
2822
Louisbourg Investments
New Brunswick, Canada
$90.5K +$90.5K +1,535 New
SGC
2823
Slocum, Gordon & Co
Rhode Island
$88.4K +$29.5K +500 +50%
AWM
2824
AllSquare Wealth Management
New York
$88.2K
LPP
2825
Life Planning Partners
Florida
$86.6K +$86.6K +1,469 New