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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 %
RTL
2901
Red Tortoise LLC
Georgia
$33.5K -$2.59K -44 -7%
CWA
2902
Core Wealth Advisors
Florida
$32.9K -$2.08M -35,263 -98%
CAM
2903
Costello Asset Management
Pennsylvania
$32.5K -$5.3K -90 -14%
PCWA
2904
Pacific Capital Wealth Advisors
California
$32.2K +$32.2K +546 New
KWAG
2905
Kiely Wealth Advisory Group
North Carolina
$31.9K +$31.9K +539 New
HWM
2906
Horizons Wealth Management
North Carolina
$30.9K
FFA
2907
Frazier Financial Advisors
Ohio
$30.7K +$30.7K +521 New
VF
2908
VitalStone Financial
Texas
$30K
CCA
2909
Criterion Capital Advisors
Tennessee
$29.6K +$29.6K +502 New
WAM
2910
WFA Asset Management
Wisconsin
$29.1K +$295 +5 +1%
PWMG
2911
Private Wealth Management Group
New Jersey
$27K +$27K +459 New
EWP
2912
Elevation Wealth Partners
California
$26.3K +$17.9K +320 +213%
CWA
2913
Carolina Wealth Advisors
South Carolina
$26.3K
T
2914
Tidemark
California
$26K +$26K +441 New
AS
2915
Altshuler Shaham
Israel
$25.6K -$1.53K -26 -6%
OCM
2916
Osterweis Capital Management
California
$24.8K -$4.95K -84 -17%
CJ
2917
Caitlin John
Michigan
$24.6K +$24.6K +418 New
NMG
2918
New Millennium Group
Utah
$24.6K +$825 +14 +3%
PP
2919
PrairieView Partners
Minnesota
$24K
HFS
2920
HBC Financial Services
Washington
$24K +$233 +4 +1%
EC
2921
EntryPoint Capital
New York
$24K +$24K +407 New
TCM
2922
TD Capital Management
Tennessee
$23.7K -$375K -6,362 -94%
IWP
2923
IAG Wealth Partners
Wisconsin
$23.7K +$20.4K +347 +631%
DWA
2924
Dougherty Wealth Advisers
Minnesota
$23.6K
BFS
2925
Bare Financial Services
Pennsylvania
$22.7K +$22.7K +386 New