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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 %
LT
1476
Lindsell Train
United Kingdom
$1.24M
GC
1477
Grimes & Company
Massachusetts
$1.24M +$180K +3,058 +17%
AIS
1478
AM Investment Strategies
Tennessee
$1.24M +$161K +2,733 +15%
HFS
1479
Heritage Financial Services
Massachusetts
$1.24M
SHWM
1480
Smith & Howard Wealth Management
Georgia
$1.24M -$22.2K -377 -2%
AI
1481
Atom Investors
Texas
$1.23M +$493K +8,371 +67%
ADBIC
1482
A.D. Beadell Investment Counsel
Wisconsin
$1.23M -$23.5K -399 -2%
BFC
1483
Blue Fin Capital
Rhode Island
$1.23M -$145K -2,457 -11%
DAM
1484
Delta Asset Management
Tennessee
$1.23M -$12.1K -206 -1%
PWSG
1485
Pacific Wealth Strategies Group
California
$1.23M +$11.1K +189 +0.9%
VIG
1486
Vienna Insurance Group
Poland
$1.22M -$468K -7,936 -28%
V
1487
VeraBank
Texas
$1.22M +$4.42K +75 +0.4%
DA
1488
Doliver Advisors
Texas
$1.22M -$14.4K -245 -1%
BFW
1489
Brady Family Wealth
Missouri
$1.22M +$5.66K +96 +0.5%
CA
1490
Continuum Advisory
Idaho
$1.22M -$1.59M -27,033 -57%
LAIC
1491
Lederer & Associates Investment Counsel
California
$1.22M
AO
1492
Advisor OS
Illinois
$1.21M +$200K +3,392 +20%
TAM
1493
Townsend Asset Management
North Carolina
$1.21M +$611K +10,374 +103%
AG
1494
AlTi Global
New York
$1.21M +$1.21M +20,454 New
HA
1495
Hanover Advisors
South Carolina
$1.2M +$1.2M +20,438 New
SPFA
1496
Summit Place Financial Advisors
New Jersey
$1.2M +$165K +2,795 +16%
MW
1497
Marcum Wealth
Ohio
$1.2M -$218K -3,704 -15%
WC
1498
Wynn Capital
Georgia
$1.2M +$1.2M +20,322 New
PWPS
1499
Pinnacle Wealth Planning Services
Ohio
$1.19M -$175K -2,966 -13%
MIC
1500
Means Investment Company
Maine
$1.19M +$27.6K +468 +2%