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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 %
JFA
1676
JNBA Financial Advisors
Minnesota
$886K -$19.7K -334 -2%
IIA
1677
IPG Investment Advisors
California
$885K -$24.6K -418 -3%
PB
1678
Pinnacle Bancorp
Nebraska
$881K -$16.6K -282 -2%
PAM
1679
Peak Asset Management
Colorado
$878K
WI
1680
Wintrust Investments
Illinois
$878K -$128K -2,163 -13%
MFG
1681
Magnus Financial Group
New York
$878K -$34.5K -586 -4%
AFG
1682
Allegheny Financial Group
Pennsylvania
$877K +$41.6K +706 +5%
FVWA
1683
Foster Victor Wealth Advisors
South Carolina
$876K +$430K +7,159 +97%
GG
1684
Gleason Group
Kentucky
$873K +$13.8K +234 +2%
WP
1685
WealthSource Partners
California
$873K -$13.6K -231 -2%
FNA
1686
First National Advisers
Nebraska
$869K -$549K -9,313 -39%
ECM
1687
Estabrook Capital Management
New York
$869K -$9.19K -156 -1%
OFG
1688
OmniStar Financial Group
North Carolina
$867K +$46.3K +785 +6%
KLCM
1689
KG&L Capital Management
Louisiana
$866K +$46K +780 +6%
ACM
1690
Accent Capital Management
Ohio
$864K +$864K +14,668 New
NBT
1691
Northwest Bank & Trust
Iowa
$863K +$863K +14,654 New
FDS
1692
First Dallas Securities
Texas
$860K +$860K +14,601 New
DS
1693
DRW Securities
Illinois
$859K +$825 +14 +0.1%
SC
1694
Saybrook Capital
North Carolina
$858K
C
1695
Certuity
Florida
$856K +$180K +3,058 +27%
BWP
1696
Barlow Wealth Partners
Kentucky
$856K +$856K +14,528 New
MPAM
1697
Murphy Pohlad Asset Management
Minnesota
$855K +$3.42K +58 +0.4%
CT
1698
Clearstead Trust
Maine
$855K +$2.83K +48 +0.3%
AWM
1699
Adams Wealth Management
Utah
$853K -$35.5K -602 -4%
LMKC
1700
L.M. Kohn & Company
Ohio
$849K +$164K +2,776 +24%