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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 %
IIM
426
INTECH Investment Management
Florida
$14.9M +$4.82M +81,846 +48%
AIM
427
Allen Investment Management
New York
$14.8M
VPIM
428
Vanguard Personalized Indexing Management
California
$14.8M +$110K +1,874 +0.8%
Impax Asset Management Group
429
Impax Asset Management Group
United Kingdom
$14.8M -$30.6K -519 -0.2%
Credit Agricole
430
Credit Agricole
France
$14.8M +$5.18M +87,874 +54%
SWIG
431
Strategic Wealth Investment Group
Kentucky
$14.7M +$1.19M +20,271 +9%
CRWM
432
Castle Rock Wealth Management
California
$14.6M +$26K +437 +0.2%
AP
433
Antipodes Partners
Australia
$14.6M -$70.8K -1,202 -0.5%
WB
434
WesBanco Bank
West Virginia
$14.6M -$866K -14,689 -6%
IMRF
435
Illinois Municipal Retirement Fund
Illinois
$14.5M +$83.2K +1,412 +0.6%
SAM
436
Securian Asset Management
Minnesota
$14.5M -$1.94M -32,855 -12%
EF
437
Empowered Funds
Pennsylvania
$14.5M +$9.05M +153,513 +167%
Kayne Anderson Rudnick Investment Management
438
Kayne Anderson Rudnick Investment Management
California
$14.4M -$945K -16,029 -6%
HFS
439
Hantz Financial Services
Michigan
$14.1M -$968K -16,430 -6%
MHC
440
Meyer Handelman Company
New York
$14.1M -$3.59M -60,923 -20%
NEI
441
Northwest & Ethical Investments
Ontario, Canada
$14.1M
VA
442
Vident Advisory
Georgia
$14M +$1.18M +20,033 +9%
JMFC
443
J.M. Forbes & Co
Massachusetts
$13.9M +$130K +2,213 +0.9%
Envestnet Portfolio Solutions
444
Envestnet Portfolio Solutions
Illinois
$13.9M +$1.05M +17,754 +8%
LSERS
445
Louisiana State Employees Retirement System
Louisiana
$13.9M -$342K -5,800 -2%
BFIM
446
Beese Fulmer Investment Management
Ohio
$13.8M -$154K -2,619 -1%
PP
447
Prudential plc
United Kingdom
$13.7M -$3.5M -59,477 -20%
RP
448
Rowlandmiller & Partners
Georgia
$13.7M -$61.2K -1,039 -0.4%
LCS
449
Levin Capital Strategies
New York
$13.6M +$17.3K +293 +0.1%
Wealthfront Advisers
450
Wealthfront Advisers
California
$13.6M +$1.56M +26,526 +13%