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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 %
AL
1701
Aspiriant LLC
California
$849K -$63.4K -1,075 -7%
PBK
1702
Peoples Bank (Kansas)
Kansas
$847K -$2.48K -42 -0.3%
SFA
1703
Souders Financial Advisors
Ohio
$847K -$240K -4,073 -22%
CCA
1704
Childress Capital Advisors
Texas
$845K +$57.2K +970 +7%
SW
1705
SkyOak Wealth
Michigan
$843K -$10.1K -171 -1%
CANC
1706
Culbertson A N & Co
Virginia
$841K +$22.4K +380 +3%
MIA
1707
MMBG Investment Advisors
Florida
$839K -$589 -10 -0.1%
SSW
1708
Stone Summit Wealth
Florida
$839K -$23.3K -396 -3%
TIA
1709
Traphagen Investment Advisors
New Jersey
$835K +$26.6K +451 +3%
TWM
1710
Thrive Wealth Management
Pennsylvania
$834K -$153K -2,589 -15%
BONH
1711
Bank of New Hampshire
New Hampshire
$833K -$125K -2,113 -13%
CRIG
1712
Charter Research & Investment Group
Connecticut
$830K +$14.6K +247 +2%
BWA
1713
BlueChip Wealth Advisors
Georgia
$829K +$829K +14,075 New
KPWG
1714
KFA Private Wealth Group
Virginia
$829K -$7.37K -125 -0.9%
TWA
1715
Talisman Wealth Advisors
New Jersey
$828K +$35.4K +600 +4%
HPIA
1716
Hamilton Point Investment Advisors
North Carolina
$828K -$5.42K -92 -0.7%
CAM
1717
Carret Asset Management
New York
$827K +$2.06K +35 +0.3%
GEA
1718
Glen Eagle Advisors
New Jersey
$826K +$46K +781 +6%
AAP
1719
Aristotle Atlantic Partners
Florida
$825K
MAM
1720
Morse Asset Management
Connecticut
$825K
WAG
1721
Wiser Advisor Group
Arizona
$823K +$823K +13,963 New
BEC
1722
Blue Edge Capital
Virginia
$821K
BP
1723
BBR Partners
New York
$821K -$229K -3,886 -22%
AOWM
1724
Alpha Omega Wealth Management
Virginia
$821K -$6.72K -114 -0.8%
HL
1725
HeadInvest LLC
Maine
$820K +$19.5K +331 +2%