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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 %
NB
1126
Nicolet Bankshares
Wisconsin
$2.27M +$35.1K +595 +2%
DA
1127
Duality Advisers
Florida
$2.26M -$1.92M -32,641 -46%
FTWA
1128
Fifth Third Wealth Advisors
Ohio
$2.26M +$391K +6,639 +21%
LIA
1129
LBMC Investment Advisors
Tennessee
$2.26M -$36.5K -620 -2%
Kovitz Investment Group Partners
1130
Kovitz Investment Group Partners
Illinois
$2.25M +$1.85M +31,319 +453%
MS
1131
Maven Securities
Jersey
$2.25M +$1.35M +22,904 +150%
CTFG
1132
Capstone Triton Financial Group
Oklahoma
$2.24M -$340K -5,763 -13%
ACMA
1133
Arbor Capital Management (Alaska)
Alaska
$2.24M -$57.1K -953 -2%
JCM
1134
Jag Capital Management
Missouri
$2.24M +$13K +221 +0.6%
KFP
1135
Keystone Financial Planning
Ohio
$2.24M +$21.7K +369 +1%
SWM
1136
Sugarloaf Wealth Management
Georgia
$2.24M -$120K -2,032 -5%
YCG
1137
Yeomans Consulting Group
Georgia
$2.23M +$2.23M +37,873 New
DDC
1138
DF Dent & Co
Maryland
$2.23M +$791K +13,417 +55%
BBWA
1139
Bell & Brown Wealth Advisors
California
$2.22M +$2.22M +37,622 New
GWM
1140
Geneos Wealth Management
Colorado
$2.2M -$234K -3,963 -10%
FNFDCM
1141
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.2M -$234K -3,968 -10%
IBOK
1142
Independence Bank of Kentucky
Kentucky
$2.2M +$71.9K +1,220 +3%
SIC
1143
Shoker Investment Counsel
Ohio
$2.2M +$707 +12 +0%
BBA
1144
BLB&B Advisors
Pennsylvania
$2.2M -$65.1K -1,104 -3%
SMC
1145
Smith, Moore & Co
Missouri
$2.2M +$44.4K +753 +2%
QCG
1146
Quadrant Capital Group
Ohio
$2.19M +$95.6K +1,623 +5%
RMSCM
1147
R.M. Sincerbeaux Capital Management
New York
$2.19M
VA
1148
Valmark Advisers
Ohio
$2.18M +$1.08M +18,402 +99%
BDS
1149
Banco de Sabadell
Florida
$2.18M +$348K +5,913 +19%
GFA
1150
Gifford Fong Associates
California
$2.18M