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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 %
NEAM
701
New England Asset Management
Connecticut
$5.8M +$1.04M +17,600 +22%
CNBT
702
Canandaigua National Bank & Trust
New York
$5.75M -$380K -6,453 -6%
CMP
703
Coston McIsaac & Partners
Maine
$5.75M +$190K +3,229 +3%
HH
704
Hilltop Holdings
Texas
$5.74M +$292K +4,962 +5%
AAM
705
Auxier Asset Management
Oregon
$5.71M -$23.9K -405 -0.4%
BMA
706
Brooks Moore & Associates
Tennessee
$5.7M +$1.66M +28,244 +41%
Focus Partners Wealth
707
Focus Partners Wealth
Massachusetts
$5.7M +$5.7M +96,641 New
SC
708
Stolper & Co
Oklahoma
$5.69M +$11K +187 +0.2%
JFG
709
Jefferies Financial Group
New York
$5.67M +$771K +13,085 +16%
WIC
710
Woodmont Investment Counsel
Tennessee
$5.67M +$574K +9,733 +11%
RIA
711
RPG Investment Advisory
California
$5.61M +$146K +2,481 +3%
BL
712
Balentine LLC
Georgia
$5.58M +$431K +7,312 +8%
FTDI
713
First Trust Direct Indexing
Massachusetts
$5.58M +$1.32M +22,451 +31%
AC
714
Addenda Capital
Quebec, Canada
$5.58M -$6.31K -107 -0.1%
LFA
715
LGT Financial Advisors
Texas
$5.57M -$2.06K -35 -0%
HPC
716
HM Payson & Co
Maine
$5.57M -$84K -1,426 -1%
AssetMark Inc
717
AssetMark Inc
California
$5.54M +$632K +10,727 +13%
EWA
718
Exencial Wealth Advisors
Oklahoma
$5.54M -$480K -8,138 -8%
FGP
719
Foyston, Gordon, & Payne
Ontario, Canada
$5.52M
SCA
720
Stokes Capital Advisors
South Carolina
$5.51M -$43.4K -737 -0.8%
CIC
721
Carnegie Investment Counsel
Ohio
$5.48M +$148K +2,516 +3%
HIP
722
HUB Investment Partners
Texas
$5.48M +$1.61M +27,391 +42%
OIA
723
OneDigital Investment Advisors
Kansas
$5.47M +$267K +4,538 +5%
RIG
724
RiverFront Investment Group
Virginia
$5.47M +$37.6K +638 +0.7%
EWA
725
EP Wealth Advisors
California
$5.45M +$192K +3,251 +4%