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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 %
TMAM
726
Tokio Marine Asset Management
Japan
$5.42M +$278K +4,720 +5%
BHWA
727
Beacon Harbor Wealth Advisors
Virginia
$5.4M +$176K +2,988 +3%
FTA
728
Financial & Tax Architects
Missouri
$5.39M +$75K +1,272 +1%
SGI
729
Summit Global Investments
Utah
$5.39M +$1.2M +20,347 +29%
SCM
730
Stonebridge Capital Management
California
$5.38M +$7.37K +125 +0.1%
IUHSA
731
Itau Unibanco Holding S.A.
Brazil
$5.36M +$4.39M +74,510 +454%
SGCA
732
Steel Grove Capital Advisors
Tennessee
$5.35M +$7.66K +130 +0.1%
BCM
733
Birmingham Capital Management
Alabama
$5.34M -$84.3K -1,430 -2%
H
734
HoyleCohen
California
$5.31M +$13.6K +230 +0.3%
TCM
735
Teza Capital Management
Illinois
$5.31M -$2.9M -49,227 -35%
TCOT
736
Trust Company of Toledo
Ohio
$5.3M +$31.8K +540 +0.6%
MCC
737
Money Concepts Capital
Florida
$5.28M -$34.8K -590 -0.7%
SP
738
Stablepoint Partners
Massachusetts
$5.28M +$5.28M +89,568 New
CSIC
739
Clifford Swan Investment Counsel
California
$5.24M -$37.4K -635 -0.7%
FNB
740
Farmers National Bank
Kentucky
$5.23M +$19.4K +329 +0.4%
LWANC
741
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.23M +$233K +3,956 +5%
Group One Trading
742
Group One Trading
Illinois
$5.23M +$5.23M +88,752 New
YL
743
YCG LLC
Texas
$5.21M
BST
744
Bath Savings Trust
Maine
$5.21M -$8.72K -148 -0.2%
ECM
745
Everence Capital Management
Indiana
$5.21M -$2.03M -34,520 -28%
BS
746
Biglari Sardar
$5.19M +$1.36M +23,126 +36%
CL
747
Choreo LLC
Illinois
$5.17M +$408K +6,930 +9%
OAM
748
Oppenheimer Asset Management
New York
$5.16M -$196K -3,332 -4%
APF
749
Alaska Permanent Fund
Alaska
$5.11M +$84.4K +1,432 +2%
HEIP
750
Hudson Edge Investment Partners
New Jersey
$5.1M -$127K -2,161 -2%