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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 %
VC
1226
Veracity Capital
Georgia
$1.87M +$20.9K +355 +1%
LWP
1227
LMG Wealth Partners
Louisiana
$1.87M +$101K +1,720 +6%
AAG
1228
Armstrong Advisory Group
Massachusetts
$1.87M -$20.2K -343 -1%
ADIM
1229
Alpha DNA Investment Management
Maryland
$1.86M -$84.7K -1,437 -4%
EB
1230
Exchange Bank
California
$1.86M
GI
1231
GAMMA Investing
California
$1.86M +$1.86M +31,277 New
RFM
1232
Royal Fund Management
Florida
$1.86M +$1.08M +18,383 +140%
MFA
1233
Mayflower Financial Advisors
Massachusetts
$1.85M +$37.7K +640 +2%
CCP
1234
Clarkston Capital Partners
Michigan
$1.85M
WA
1235
WESPAC Advisors
California
$1.83M -$91.8K -1,557 -5%
Jones Financial Companies
1236
Jones Financial Companies
Missouri
$1.83M +$242K +4,107 +15%
MWM
1237
Massachusetts Wealth Management
Massachusetts
$1.83M +$21.1K +358 +1%
TC
1238
Telemus Capital
Michigan
$1.83M -$181K -3,063 -9%
SIM
1239
Stratos Investment Management
Ohio
$1.83M +$11.4K +194 +0.6%
MSFP
1240
Mark Sheptoff Financial Planning
Connecticut
$1.83M -$100K -1,700 -5%
CGL
1241
Clarius Group LLC
Washington
$1.82M -$42.3K -717 -2%
RWB
1242
RMR Wealth Builders
New Jersey
$1.81M +$150K +2,543 +9%
MWA
1243
MFA Wealth Advisors
Pennsylvania
$1.81M +$105K +1,782 +6%
SIM
1244
Sentry Investment Management
Wisconsin
$1.81M +$474K +8,048 +36%
SW
1245
SlateStone Wealth
Florida
$1.8M +$316K +5,356 +21%
DI
1246
Diligent Investors
California
$1.79M -$9.96K -169 -0.6%
RCAG
1247
Rehmann Capital Advisory Group
Michigan
$1.79M +$2K +34 +0.1%
BWP
1248
BSW Wealth Partners
Colorado
$1.79M -$27.1K -460 -1%
SPIS
1249
Steward Partners Investment Solutions
Oregon
$1.79M +$1.79M +30,326 New
AFS
1250
Access Financial Services
Minnesota
$1.79M +$152K +2,573 +9%