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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 %
TIM
1201
Thompson Investment Management
Wisconsin
$1.97M
WT
1202
Washington Trust
Rhode Island
$1.97M +$222K +3,773 +13%
BJL
1203
Brighton Jones LLC
Washington
$1.97M +$48.2K +818 +3%
OWP
1204
Obermeyer Wealth Partners
Colorado
$1.97M +$2.48K +42 +0.1%
CIC
1205
Chilton Investment Company
Connecticut
$1.96M -$70.5K -1,196 -3%
MIM
1206
Morningstar Investment Management
Illinois
$1.96M +$1.17M +19,783 +147%
MCM
1207
Manchester Capital Management
Vermont
$1.95M +$84.7K +1,438 +5%
CPC
1208
Consolidated Planning Corp
Georgia
$1.94M -$6.17M -104,763 -76%
CCA
1209
Cobblestone Capital Advisors
New York
$1.93M -$28.5K -483 -1%
AF
1210
Arrow Financial
New York
$1.92M +$21.5K +364 +1%
PWM
1211
Palumbo Wealth Management
New York
$1.92M +$186K +3,152 +11%
ATC
1212
Adirondack Trust Company
New York
$1.9M -$25.2K -420 -1%
CTC
1213
Cetera Trust Company
Minnesota
$1.9M +$1.9M +32,245 New
CMI
1214
Clare Market Investments
Texas
$1.9M -$281K -4,770 -13%
FIM
1215
Fruth Investment Management
Texas
$1.9M -$7.36K -125 -0.4%
RCM
1216
Raleigh Capital Management
North Carolina
$1.89M +$263K +4,463 +16%
ESBC
1217
E.S. Barr & Co
Kentucky
$1.89M -$54.3K -921 -3%
HW
1218
Hedeker Wealth
Illinois
$1.89M -$90.2K -1,531 -5%
CCWA
1219
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.88M +$698K +11,852 +59%
WP
1220
WMS Partners
Maryland
$1.88M -$307K -5,216 -14%
APG
1221
Abacus Planning Group
South Carolina
$1.88M +$4.3K +73 +0.2%
EFMC
1222
Empire Financial Management Company
New York
$1.88M
TA
1223
TCM Advisors
West Virginia
$1.88M -$1.81M
WAM
1224
Weiss Asset Management
Massachusetts
$1.88M +$1.88M +31,845 New
PCA
1225
Peddock Capital Advisors
Massachusetts
$1.88M +$26.1K +443 +1%