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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 %
LWM
1826
Laidlaw Wealth Management
New York
$723K -$528K -8,954 -42%
AIM
1827
Alhambra Investment Management
Florida
$723K
IGWM
1828
ICA Group Wealth Management
Colorado
$722K -$23.5K -398 -3%
EIM
1829
Essex Investment Management
Massachusetts
$721K -$26.9K -457 -4%
PIP
1830
Peachtree Investment Partners
Florida
$720K -$23.2K -393 -3%
WFI
1831
West Family Investments
California
$719K +$81.6K +1,385 +13%
IWA
1832
IVC Wealth Advisors
Pennsylvania
$717K +$49K +831 +7%
GFA
1833
Gallagher Fiduciary Advisors
Illinois
$715K +$4.3K +73 +0.6%
EFSCE
1834
Enterprise Financial Services Corp (EFSC)
Missouri
$714K +$91.9K +1,559 +15%
LFP
1835
Lakeshore Financial Planning
Michigan
$710K -$16.7K -283 -2%
GC
1836
Guidance Capital
Kentucky
$710K +$80.2K +1,341 +13%
AP
1837
Atwood & Palmer
Missouri
$709K -$10.3K -175 -1%
WA
1838
WealthTrust Axiom
Pennsylvania
$709K +$216K +3,657 +44%
KJWM
1839
Kiley Juergens Wealth Management
Washington
$709K +$32.3K +548 +5%
CCFM
1840
Clear Creek Financial Management
Washington
$709K +$159K +2,699 +29%
WI
1841
WrapManager Inc
California
$708K +$76.3K +1,295 +12%
RWPA
1842
Richard W. Paul & Associates
Michigan
$707K +$12.1K +205 +2%
LA
1843
LexAurum Advisors
Kansas
$705K -$107K -1,824 -13%
SIA
1844
Sit Investment Associates
Minnesota
$704K
FFG
1845
Fortem Financial Group
California
$699K -$98.9K -1,678 -12%
VCM
1846
Virtue Capital Management
Tennessee
$699K -$145K -2,433 -17%
PIMG
1847
Patriot Investment Management Group
Tennessee
$698K +$19.8K +336 +3%
PPWP
1848
Premier Path Wealth Partners
New Jersey
$698K +$698K +11,839 New
FDCP
1849
Foster Dykema Cabot & Partners
Massachusetts
$698K +$698K +11,837 New
MI
1850
Motiv8 Investments
Florida
$696K +$696K +11,812 New