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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 %
FNBTCON
1776
First National Bank & Trust Co of Newtown
Pennsylvania
$766K +$12.3K +209 +2%
FZCM
1777
Flynn Zito Capital Management
New York
$765K +$34.4K +583 +5%
LWAM
1778
Legacy Wealth Asset Management
Minnesota
$763K -$6.31K -107 -0.8%
SLT
1779
St Louis Trust
Missouri
$762K
BA
1780
Ballast Advisors
Minnesota
$761K -$263K -4,467 -26%
CAM
1781
Cidel Asset Management
Ontario, Canada
$761K +$761K +12,919 New
4WM
1782
49 Wealth Management
Texas
$761K +$761K +12,912 New
PHIC
1783
Pine Haven Investment Counsel
Massachusetts
$761K
CFS
1784
CRA Financial Services
New Jersey
$761K +$1.18K +20 +0.2%
KIG
1785
Kowal Investment Group
Wisconsin
$760K -$123K -2,085 -14%
GDP
1786
Great Diamond Partners
Maine
$759K +$7.66K +130 +1%
BBP
1787
Banco BTG Pactual
Brazil
$757K +$177K +3,015 +31%
HWA
1788
HCR Wealth Advisors
California
$755K +$212K +3,591 +39%
TSW
1789
Thompson Siegel & Walmsley
Virginia
$755K -$53.1K -900 -7%
S
1790
SimplyRich
California
$754K -$31.9K -541 -4%
LIM
1791
Letson Investment Management
Georgia
$754K +$754K +12,793 New
FPWM
1792
FSB Premier Wealth Management
Iowa
$753K +$24.9K +423 +3%
CRC
1793
Curi RMB Capital
Illinois
$752K -$196K -3,328 -21%
AWAG
1794
ARS Wealth Advisors Group
Florida
$752K +$190K +3,226 +34%
SC
1795
Searle & Co
Connecticut
$749K +$221K +3,742 +42%
AFP
1796
Ausdal Financial Partners
Iowa
$749K -$15.4K -262 -2%
BFA
1797
Buttonwood Financial Advisors
Maryland
$748K +$648 +11 +0.1%
DFA
1798
Delta Financial Advisors
Louisiana
$746K -$108K -1,839 -13%
FAM
1799
Formidable Asset Management
Ohio
$744K -$15.4K -262 -2%
HCP
1800
Hexagon Capital Partners
Arkansas
$744K +$88.1K +1,495 +13%