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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 %
NSAM
1276
North Star Asset Management
Wisconsin
$1.71M -$520K -8,821 -23%
MM
1277
Meridian Management
Arkansas
$1.7M -$6.25K -105 -0.4%
NW
1278
Naviter Wealth
Arkansas
$1.7M -$79.7K -1,353 -4%
BCM
1279
Boltwood Capital Management
California
$1.7M -$21.7K -368 -1%
FAIM
1280
Financial Advocates Investment Management
Washington
$1.69M -$93K -1,578 -5%
FPFS
1281
First Personal Financial Services
North Carolina
$1.69M -$17.7K -300 -1%
CPIG
1282
Chicago Partners Investment Group
Illinois
$1.69M +$87.6K +1,487 +5%
BHC
1283
Bowen Hanes & Co
Florida
$1.68M -$21.8K -370 -1%
BPCE
1284
Bank Pictet & Cie (Europe)
Germany
$1.68M +$76.6K +1,300 +5%
BO
1285
Bank OZK
Arkansas
$1.68M -$33.4K -567 -2%
GL
1286
Graypoint LLC
New York
$1.67M +$358K +6,075 +27%
MMPW
1287
Mitchell McLeod Pugh & Williams
Alabama
$1.67M -$16.8K -285 -1%
SAM
1288
Secure Asset Management
Michigan
$1.67M +$8.31K +141 +0.5%
RFA
1289
ROI Financial Advisors
Oregon
$1.66M +$1.66M +28,190 New
FWCM
1290
Ferguson Wellman Capital Management
Oregon
$1.66M +$156K +2,650 +10%
BCMO
1291
Buckingham Capital Management (Ohio)
Ohio
$1.65M +$156K +2,654 +10%
AWM
1292
Aprio Wealth Management
Georgia
$1.65M +$62.1K +1,053 +4%
AMIM
1293
Aull & Monroe Investment Management
Alabama
$1.64M -$6.19K -105 -0.4%
AWM
1294
Avitas Wealth Management
California
$1.63M +$1.2M +20,388 +280%
EGA
1295
Eagle Global Advisors
Texas
$1.63M
NL
1296
NWAM LLC
Washington
$1.62M +$104K +1,769 +7%
CFMC
1297
Curbstone Financial Management Corp
New Hampshire
$1.62M -$8.84K -150 -0.5%
LWL
1298
Leo Wealth LLC
Texas
$1.62M +$1.62M +27,188 New
WCM
1299
Whitener Capital Management
North Carolina
$1.62M +$104K +1,771 +7%
PFSC
1300
Peoples Financial Services Corp
Pennsylvania
$1.61M