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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 %
FTIS
1626
First Trust Investment Solutions
Florida
$962K +$962K +16,327 New
ERIM
1627
Eagle Ridge Investment Management
Connecticut
$961K -$23.7K -402 -2%
A
1628
AlphaQuest
New York
$958K +$958K +16,263 New
PAG
1629
Powers Advisory Group
Illinois
$954K -$7.72K -131 -0.8%
AJ
1630
Ashburton (Jersey)
Jersey
$954K +$28.7K +512 +3%
GLA
1631
Great Lakes Advisors
Illinois
$952K -$566K -9,603 -37%
JWM
1632
JGP Wealth Management
Oregon
$950K +$14.8K +251 +2%
CHAM
1633
Clear Harbor Asset Management
Connecticut
$950K -$3.54K -60 -0.4%
MSWM
1634
McGlone Suttner Wealth Management
Wisconsin
$950K +$35.4K +600 +4%
MFG
1635
Midwest Financial Group
Kansas
$949K -$28.3K -480 -3%
FDS
1636
Freedom Day Solutions
Texas
$946K -$12.8K -218 -1%
HI
1637
Hudock Inc
Pennsylvania
$944K -$766 -13 -0.1%
MCM
1638
MV Capital Management
Maryland
$944K +$6.07K +103 +0.6%
CC
1639
Cipher Capital
New York
$943K +$468K +7,936 +98%
MPPW
1640
Mitchell & Pahl Private Wealth
Oklahoma
$942K -$20.2K -343 -2%
GC
1641
Gilbert & Cook
Iowa
$941K +$49.6K +841 +6%
CBT
1642
CoreFirst Bank & Trust
Kansas
$939K -$344K -5,842 -27%
IP
1643
Investment Partners
Ohio
$939K +$3.71K +63 +0.4%
LIM
1644
Lathrop Investment Management
Arkansas
$933K -$5.07K -86 -0.5%
NA
1645
Navellier & Associates
Nevada
$932K +$77.4K +1,313 +9%
AIA
1646
Angeles Investment Advisors
California
$932K +$22K +374 +2%
HCC
1647
Hirtle Callaghan & Co
Pennsylvania
$931K +$29.2K +496 +3%
YIA
1648
YHB Investment Advisors
Connecticut
$928K -$89.5K -1,518 -9%
HC
1649
Hendley & Co
Ohio
$928K -$14.7K -250 -2%
OHWA
1650
Oak Hill Wealth Advisors
Virginia
$928K -$61.9K -1,050 -6%