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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 %
APP
651
Avantax Planning Partners
Iowa
$6.55M -$48.1K -817 -0.7%
GBWM
652
Granite Bay Wealth Management
New Hampshire
$6.53M -$1.29M -22,900 -17%
CCM
653
Coldstream Capital Management
Washington
$6.51M +$313K +5,306 +5%
MAM
654
Magellan Asset Management
Australia
$6.5M -$139K -2,358 -2%
MCM
655
Monarch Capital Management
Indiana
$6.49M -$47.7K -810 -0.7%
DWP
656
Daymark Wealth Partners
Ohio
$6.48M +$47.1K +1,500 +0.7%
AWM
657
Atticus Wealth Management
Florida
$6.47M
M
658
MOTCO
Texas
$6.46M -$781K -13,257 -11%
WS
659
Wedbush Securities
California
$6.46M -$69.7K -1,183 -1%
GFG
660
Greystone Financial Group
Michigan
$6.45M -$2.16M -36,618 -25%
LKIM
661
Lawson Kroeker Investment Management
Nebraska
$6.44M -$2.89K -49 -0%
MC
662
Moors & Cabot
Massachusetts
$6.44M -$258K -4,370 -4%
RWP
663
RWA Wealth Partners
Massachusetts
$6.39M +$3.12M +52,912 +95%
GAB
664
German American Bancorp
Indiana
$6.37M +$6.66K +113 +0.1%
AIP
665
Ameritas Investment Partners
Nebraska
$6.37M -$1.4M -23,818 -18%
TNBTD
666
Trustmark National Bank Trust Department
Mississippi
$6.36M -$295K -5,011 -4%
HI
667
Horizon Investments
North Carolina
$6.36M -$1.88M -31,916 -23%
HFS
668
Haverford Financial Services
Pennsylvania
$6.36M +$21.5K +364 +0.3%
DP
669
Dearborn Partners
Illinois
$6.35M -$27.6K -468 -0.4%
AWM
670
Apollon Wealth Management
South Carolina
$6.35M +$1.12M +18,955 +21%
IWC
671
Integrated Wealth Concepts
Massachusetts
$6.35M -$268K -4,544 -4%
WBC
672
Westpac Banking Corp
Australia
$6.33M -$3.6M -61,032 -36%
WTC
673
WhitTier Trust Company
Nevada
$6.23M -$103K -1,747 -2%
BSA
674
Bull Street Advisors
Georgia
$6.18M +$2.95K +50 +0%
BHIA
675
Birch Hill Investment Advisors
Massachusetts
$6.17M -$170K -2,885 -3%