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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 %
USCWA
501
U.S. Capital Wealth Advisors
Texas
$10.7M +$678K +11,498 +7%
CIS
502
Connors Investor Services
Pennsylvania
$10.6M +$2.51M +42,642 +31%
Lido Advisors
503
Lido Advisors
California
$10.6M +$762K +12,933 +8%
RT
504
Rockland Trust
Massachusetts
$10.6M +$285K +4,831 +3%
GJCM
505
Grand Jean Capital Management
California
$10.6M -$245K -4,151 -2%
MYLI
506
Meiji Yasuda Life Insurance
Japan
$10.6M +$2.34M +39,739 +28%
IAM
507
Infusive Asset Management
New York
$10.5M +$1.44M +24,475 +16%
TBA
508
Tower Bridge Advisors
Pennsylvania
$10.5M -$341K -5,783 -3%
William Blair Investment Management
509
William Blair Investment Management
Illinois
$10.4M -$812K -13,774 -7%
Massachusetts Financial Services
510
Massachusetts Financial Services
Massachusetts
$10.4M -$85.4K -1,449 -0.8%
AWM
511
Axxcess Wealth Management
California
$10.3M +$2.33M +39,613 +29%
MHIC
512
Marble Harbor Investment Counsel
Massachusetts
$10.2M -$133K -2,250 -1%
OC
513
Oppenheimer & Co
New York
$10.2M +$464K +7,879 +5%
PP
514
Patten & Patten
Tennessee
$10.2M +$2.32M +39,348 +29%
AAM
515
AR Asset Management
California
$10.2M +$35.4K +600 +0.3%
KCM
516
Kanawha Capital Management
Virginia
$10.2M -$449K -7,611 -4%
SAI
517
Systematic Alpha Investments
New Jersey
$10.2M
GT
518
Greenleaf Trust
Michigan
$10.1M +$2.39M +40,518 +31%
FFIC
519
First Fiduciary Investment Counsel
Ohio
$10.1M +$17.1K +291 +0.2%
HCM
520
Hilton Capital Management
New York
$10.1M -$27.8K -471 -0.3%
GAM
521
Griffin Asset Management
New York
$10M -$149K -2,521 -1%
ICG
522
InterOcean Capital Group
Tennessee
$10M +$8.16M +138,485 +442%
LCM
523
Logan Capital Management
Pennsylvania
$9.94M -$614K -10,423 -6%
BAM
524
Bell Asset Management
Australia
$9.9M -$37.1K -630 -0.4%
Westfield Capital Management
525
Westfield Capital Management
Massachusetts
$9.88M +$1.21M +20,453 +14%