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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 %
LWM
1526
Ledge Wealth Management
Minnesota
$1.14M -$91.2K -1,548 -7%
CWM
1527
Calamos Wealth Management
Illinois
$1.14M -$32.7K -555 -3%
SDAM
1528
Shulman DeMeo Asset Management
New York
$1.14M +$50.6K +858 +5%
PI
1529
PFG Investments
New York
$1.14M +$107K +1,810 +10%
WWA
1530
WCG Wealth Advisors
Nevada
$1.14M -$409K -6,942 -26%
SCA
1531
STALEY CAPITAL ADVISERS
Pennsylvania
$1.13M +$1.13M +19,222 New
KIC
1532
Keating Investment Counselors
Florida
$1.13M
AF
1533
Alerus Financial
North Dakota
$1.13M -$187K -3,170 -14%
AA
1534
AJ Advisors
Tennessee
$1.13M -$71.9K -1,220 -6%
WCM
1535
Windsor Capital Management
Arizona
$1.12M +$6.84K +116 +0.6%
FSA
1536
Financial Sense Advisors
California
$1.12M -$177K -3,002 -14%
GITFIT
1537
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.12M
AT
1538
Arden Trust
Delaware
$1.11M -$31.2K -529 -3%
MCM
1539
Monument Capital Management
Virginia
$1.11M -$146K -2,474 -12%
DMBA
1540
Deseret Mutual Benefit Administrators
Utah
$1.11M -$471K -7,993 -30%
HNWAG
1541
High Net Worth Advisory Group
Florida
$1.11M -$36.9K -626 -3%
GWM
1542
GSB Wealth Management
Connecticut
$1.11M +$7.01K +119 +0.6%
PCS
1543
Personal CFO Solutions
New Jersey
$1.11M -$7.31K -124 -0.7%
1SB
1544
1ST Source Bank
Indiana
$1.11M -$83K -1,409 -7%
ZIG
1545
Zullo Investment Group
Pennsylvania
$1.09M +$13.8K +235 +1%
WP
1546
WealthShield Partners
North Carolina
$1.09M -$82.5K -1,400 -7%
SP
1547
Successful Portfolios
Florida
$1.09M +$6.48K +110 +0.6%
BAM
1548
Brave Asset Management
New Jersey
$1.09M +$4.83K +82 +0.4%
VT
1549
Vise Technologies
New York
$1.09M +$47.4K +805 +5%
AA
1550
Aire Advisors
California
$1.08M +$63.5K +1,078 +6%