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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 %
OLVIG
2826
Oliver Lagore Vanvalin Investment Group
Michigan
$85.6K
FG
2827
Fairman Group
Pennsylvania
$85K +$85K +1,443 New
RIM
2828
Rockbridge Investment Management
New York
$81.8K +$81.8K +1,389 New
GWM
2829
Guardian Wealth Management
Illinois
$80.9K +$6.84K +116 +9%
FFA
2830
Fairfield Financial Advisors
Massachusetts
$80.7K -$766 -13 -0.9%
GWSA
2831
Global Wealth Strategies & Associates
Colorado
$80.5K +$236 +4 +0.3%
BAM
2832
Byrne Asset Management
New Jersey
$80.1K -$101K -1,805 Closed
VWM
2833
Venturi Wealth Management
Texas
$79.1K +$40.7K +691 +106%
HF
2834
Halpern Financial
Virginia
$77.9K
AWM
2835
Abound Wealth Management
Tennessee
$77.5K -$2.12K -36 -3%
FWA
2836
FSC Wealth Advisors
New York
$77.3K +$118 +2 +0.2%
CAM
2837
Clarity Asset Management
Iowa
$76.7K +$76.7K +1,301 New
OIA
2838
Optimum Investment Advisors
Illinois
$75.9K -$6.6K -112 -8%
AEPWM
2839
Atlantic Edge Private Wealth Management
Florida
$74.9K +$74.9K +1,270 New
FBC
2840
Fairfield, Bush & Co
Connecticut
$71.5K +$71.5K +1,213 New
MCM
2841
MidAtlantic Capital Management
Virginia
$71.1K +$71.1K +1,207 New
SHIM
2842
Stone House Investment Management
Pennsylvania
$70.8K +$55.4K +939 +358%
FFL
2843
Financial Freedom LLC
Ohio
$69.2K +$1K +17 +1%
VWWMG
2844
Vermillion & White Wealth Management Group
Pennsylvania
$68.7K +$68.7K +1,165 New
TVAMP
2845
Tennessee Valley Asset Management Partners
Tennessee
$67K +$67K +1,137 New
DWMG
2846
DB Wealth Management Group
California
$66.9K
TCM
2847
Tradewinds Capital Management
Washington
$66.7K -$2.24K -38 -3%
GIM
2848
Gold Investment Management
Alberta, Canada
$66.3K +$66.3K +1,125 New
GAMC
2849
Garner Asset Management Corp
Texas
$66.3K +$66.3K +1,111 New
ORAM
2850
One River Asset Management
Connecticut
$66.2K -$23.6K -400 -26%