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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 %
LHC
1551
Little House Capital
Massachusetts
$1.08M -$61.4K -1,042 -5%
ORC
1552
O'Rourke & Company
Massachusetts
$1.08M +$472 +8 +0%
HWA
1553
Heritage Wealth Advisors
Virginia
$1.08M -$11.8K -200 -1%
GAG
1554
GM Advisory Group
New York
$1.08M +$72.2K +1,225 +7%
CCG
1555
Ceeto Capital Group
Florida
$1.08M
RIL
1556
Rothschild Investment LLC
Illinois
$1.08M -$154K -2,609 -12%
BLC
1557
Brown, Lisle/Cummings
Rhode Island
$1.08M +$666K +11,296 +160%
TCM
1558
Telos Capital Management
California
$1.08M +$133K +2,255 +14%
MCM
1559
Marathon Capital Management
Maryland
$1.08M +$120K +2,042 +13%
ST
1560
Spinnaker Trust
Maine
$1.08M
GRQ
1561
Gardner Russo & Quinn
Pennsylvania
$1.08M -$104K -1,763 -9%
LA
1562
LVW Advisors
New York
$1.07M +$812K +13,787 +310%
PIM
1563
Provident Investment Management
Michigan
$1.07M
CWS
1564
Confluence Wealth Services
Pennsylvania
$1.07M +$105K +1,788 +11%
AF
1565
Apexium Financial
Texas
$1.07M +$489K +8,291 +84%
MA
1566
MONECO Advisors
Connecticut
$1.07M +$34.7K +589 +3%
GLR
1567
Great Lakes Retirement
Ohio
$1.07M +$34.1K +578 +3%
AWM
1568
Allen Wealth Management
North Carolina
$1.07M +$1.07M +18,074 New
PCA
1569
Private Capital Advisors
Connecticut
$1.06M
ROTUOC
1570
Regents of the University of California
California
$1.06M
LA
1571
LM Advisors
California
$1.06M +$1.06M +17,943 New
OFG
1572
Oxford Financial Group
Indiana
$1.06M +$237K +4,022 +29%
NRI
1573
NFP Retirement Inc
California
$1.05M +$22.6K +384 +2%
MAG
1574
Mayfair Advisory Group
Alabama
$1.05M +$179 +3 +0%
KP
1575
Keel Point
Alabama
$1.04M +$101K +1,710 +11%