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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 %
SWA
676
Stratos Wealth Advisors
Ohio
$6.15M +$7.48K +127 +0.1%
LA
677
Lynch & Associates
Indiana
$6.13M +$14.5K +246 +0.2%
FNBOO
678
First National Bank of Omaha
Nebraska
$6.12M -$7.27M -123,425 -54%
VFA
679
Valeo Financial Advisors
Indiana
$6.12M -$19.5K -422 -0.3%
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$6.11M -$101K -1,710 -2%
CWM
681
Cornerstone Wealth Management
Missouri
$6.1M +$19.1K +324 +0.3%
DIP
682
DT Investment Partners
Pennsylvania
$6.1M -$74.3K -1,240 -1%
SIMG
683
Sonora Investment Management Group
Arizona
$6.03M -$243K -4,116 -4%
VWA
684
Visionary Wealth Advisors
Illinois
$6.02M -$37.1K -629 -0.6%
WW
685
Windle Wealth
Oklahoma
$5.99M +$103K +1,755 +2%
PGIM
686
Pacific Global Investment Management
California
$5.98M +$121K +2,051 +2%
SW
687
SVB Wealth
Massachusetts
$5.98M -$355K -6,020 -6%
DWM
688
Destination Wealth Management
California
$5.97M -$70K -1,187 -1%
CA
689
Clearstead Advisors
Ohio
$5.96M -$7.86M -133,296 -57%
CK
690
Cohen Klingenstein
New York
$5.96M
FI
691
FJ Investments
Utah
$5.96M +$5.96M +101,100 New
BA
692
BCM Advisors
Louisiana
$5.95M
OAM
693
Ostrum Asset Management
France
$5.94M -$724K -12,278 -11%
CHC
694
City Holding Co
West Virginia
$5.9M +$300K +5,097 +5%
AG
695
Ascent Group
Virginia
$5.9M +$393K +6,584 +7%
BM
696
Bislett Management
California
$5.89M
MCP
697
Martin Capital Partners
Oregon
$5.89M -$21.6K -367 -0.4%
PPW
698
Parcion Private Wealth
Washington
$5.87M +$777K +13,187 +15%
PFS
699
Prospera Financial Services
Texas
$5.85M -$2M -33,991 -25%
AO
700
Allen Operations
New York
$5.84M