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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 %
BAM
1351
Belpointe Asset Management
Nevada
$1.5M -$21.6K -367 -1%
FBFS
1352
First Business Financial Services
Wisconsin
$1.5M -$643K -10,907 -30%
Capstone Investment Advisors
1353
Capstone Investment Advisors
New York
$1.49M -$3.73M -63,238 -71%
NA
1354
Nordwand Advisors
Pennsylvania
$1.49M
IIC
1355
Ironwood Investment Counsel
Arizona
$1.49M +$1.18K +20 +0.1%
NC
1356
NovaPoint Capital
Georgia
$1.49M +$39.8K +675 +3%
I
1357
INVST
Indiana
$1.49M -$75K -1,251 -5%
VIP
1358
Vista Investment Partners
Oklahoma
$1.49M +$1.49M +25,278 New
MC
1359
Maverick Capital
Texas
$1.49M -$139K -2,353 -9%
CC
1360
Courier Capital
New York
$1.49M +$15.9K +269 +1%
PRC
1361
Pearl River Capital
Michigan
$1.48M -$3.78M -64,118 -72%
EWM
1362
Empirical Wealth Management
Washington
$1.48M +$21.2K +360 +1%
SFS
1363
Stiles Financial Services
Minnesota
$1.48M -$2.06K -35 -0.1%
CPSAC
1364
Chas P. Smith & Associates (CPS)
Florida
$1.47M +$116K +1,972 +9%
GCIM
1365
Gunn & Company Investment Management
Florida
$1.47M +$1.47M +25,007 New
CQS
1366
Credential Qtrade Securities
$1.47M -$84.7K -1,437 -5%
CA
1367
Carson Advisory
Georgia
$1.47M -$4.83K -82 -0.3%
FSC
1368
Full Sail Capital
Oklahoma
$1.47M +$4.36K +74 +0.3%
OPTFSNA
1369
Old Point Trust & Financial Services N A
Virginia
$1.47M +$51K +865 +4%
SSW
1370
Smith Shellnut Wilson
Mississippi
$1.47M -$210K -3,565 -13%
HIP
1371
Harrell Investment Partners
Texas
$1.47M -$31K -526 -2%
PHS
1372
Pekin Hardy Strauss
Illinois
$1.47M -$8.6K -146 -0.6%
LC
1373
Lindbrook Capital
California
$1.47M +$551K +9,355 +60%
SFO
1374
Stokes Family Office
Louisiana
$1.47M -$633K -10,742 -30%
LSAG
1375
Lake Street Advisors Group
New Hampshire
$1.46M -$40.1K -680 -3%