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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 %
WSC
1601
Wellington Shields & Co
New York
$998K +$50.8K +862 +5%
CFA
1602
Capstone Financial Advisors
Illinois
$997K -$12.4K -211 -1%
HAM
1603
Harmony Asset Management
Arizona
$996K +$996K +16,902 New
SNBOSCI
1604
Security National Bank of Sioux City Iowa
Iowa
$996K +$103K +1,749 +12%
MWA
1605
Midland Wealth Advisors
Illinois
$995K +$995K +16,880 New
ANBT
1606
American National Bank & Trust
Texas
$994K +$12.1K +205 +1%
AFIA
1607
America First Investment Advisors
Nebraska
$993K
MJRIC
1608
Mogy Joel R Investment Counsel
California
$992K
CPIA
1609
Cornell Pochily Investment Advisors
New York
$991K +$1.59K +27 +0.2%
FCMT
1610
Founders Capital Management (Texas)
Texas
$989K -$9.43K -160 -0.9%
FCAS
1611
First Command Advisory Services
Texas
$986K +$1.95K +33 +0.2%
WB
1612
Webster Bank
Connecticut
$984K +$28.6K +486 +3%
CFP
1613
Catalyst Financial Partners
Massachusetts
$981K -$2.65K -45 -0.3%
RPG
1614
Resource Planning Group
Georgia
$979K -$42.7K -725 -4%
PG
1615
Prostatis Group
Maryland
$976K -$40.4K -686 -4%
MCM
1616
Mainstay Capital Management
Michigan
$976K
LCWP
1617
Legacy Capital Wealth Partners
Arkansas
$976K -$54.3K -921 -5%
LSPW
1618
Lake Street Private Wealth
Illinois
$975K -$608K -10,309 -38%
PFT
1619
Providence First Trust
Arizona
$975K -$5.89K -100 -0.6%
VFA
1620
Voya Financial Advisors
Connecticut
$973K +$12.4K +211 +1%
BCM
1621
BluePath Capital Management
Georgia
$972K +$209K +3,478 +27%
BFO
1622
Biltmore Family Office
North Carolina
$968K
LIM
1623
Longfellow Investment Management
Massachusetts
$968K
HAIM
1624
Hunter Associates Investment Management
Pennsylvania
$966K
CIG
1625
Cullen Investment Group
Louisiana
$966K +$966K +16,387 New