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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 %
BPC
626
Banque Pictet & Cie
Switzerland
$7.12M -$8.81M -149,528 -55%
B
627
Bailard
California
$7.11M +$1.04M +17,664 +17%
LWCFA
628
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.09M -$422K -7,087 -6%
CB
629
Community Bank
New York
$6.96M -$377K -6,395 -5%
PWLP
630
Prio Wealth Limited Partnership
Massachusetts
$6.96M -$153K -2,603 -2%
FCCM
631
First City Capital Management
Georgia
$6.94M +$1.85M +31,422 +36%
BBI
632
Baxter Bros Inc
Connecticut
$6.9M +$23.6K +400 +0.3%
SIA
633
Soltis Investment Advisors
Utah
$6.9M -$443K -7,524 -6%
BMCM
634
Bryn Mawr Capital Management
Pennsylvania
$6.88M -$1.04M -17,638 -13%
RC
635
Reik & Co
New York
$6.87M -$5.13K -87 -0.1%
AIM
636
AHL Investment Management
Florida
$6.86M +$867K +14,710 +14%
AMI
637
Amica Mutual Insurance
Rhode Island
$6.84M +$1.45M +24,580 +27%
FG
638
Fiduciary Group
Georgia
$6.81M -$87K -1,476 -1%
EH
639
Equitable Holdings
New York
$6.77M +$388K +6,580 +6%
MBT
640
Montecito Bank & Trust
California
$6.76M +$8.78K +149 +0.1%
NB
641
Northwest Bancshares
Pennsylvania
$6.69M +$136K +2,311 +2%
SFA
642
Sequoia Financial Advisors
Ohio
$6.68M +$3.25M +55,080 +94%
PMG
643
ProVise Management Group
Florida
$6.67M +$81.3K +1,379 +1%
DIA
644
Dana Investment Advisors
Wisconsin
$6.66M +$133K +2,261 +2%
SRIM
645
Saratoga Research & Investment Management
California
$6.63M -$926K -15,715 -12%
BWL
646
Bogart Wealth LLC
Virginia
$6.62M +$76.8K +1,304 +1%
CSPIA
647
Cary Street Partners Investment Advisory
Virginia
$6.62M +$325K +5,519 +5%
FLPIM
648
F.L. Putnam Investment Management
Massachusetts
$6.62M +$118K +1,994 +2%
HA
649
Hamel Associates
New Jersey
$6.6M +$1.54M +26,213 +31%
SIC
650
Salem Investment Counselors
North Carolina
$6.59M -$34.7K -588 -0.5%