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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 %
HI
1851
Hendershot Investments
Virginia
$696K
RIS
1852
Retirement Income Solutions
Michigan
$694K
I
1853
InceptionR
California
$692K +$259K +4,397 +60%
SCI
1854
S&CO Inc
Massachusetts
$690K -$27K -458 -4%
CCP
1855
Cassia Capital Partners
North Carolina
$689K -$10.3K -174 -1%
LIA
1856
LS Investment Advisors
Michigan
$687K -$206K -3,500 -23%
CIA
1857
Cape Investment Advisory
Georgia
$685K +$68.9K +1,169 +11%
AWC
1858
Abundance Wealth Counselors
Pennsylvania
$684K +$81.8K +1,387 +14%
SS
1859
Sunbelt Securities
Texas
$684K +$106K +1,804 +18%
SIS
1860
Sound Income Strategies
Florida
$682K +$301K +5,107 +79%
TFA
1861
Transamerica Financial Advisors
Florida
$680K -$348K -5,894 -34%
CWM
1862
Centurion Wealth Management
Virginia
$679K +$6.19K +105 +0.9%
FAG
1863
Fortitude Advisory Group
Washington
$677K +$6.42K +109 +1%
CFG
1864
Cooper Financial Group
California
$676K -$73.1K -1,240 -10%
LA
1865
Lifeworks Advisors
Michigan
$673K -$69.1K -1,172 -9%
PH
1866
Pinnacle Holdings
Oklahoma
$672K +$6.54K +111 +1%
FCG
1867
Fielder Capital Group
Tennessee
$670K +$670K +11,373 New
IWA
1868
Icon Wealth Advisors
Texas
$670K +$670K +11,372 New
MP
1869
McDonald Partners
Ohio
$670K -$4.3K -73 -0.6%
OTPPB
1870
Ontario Teachers' Pension Plan Board
Ontario, Canada
$670K -$652K -11,058 -49%
WAM
1871
WNY Asset Management
New York
$670K +$47.7K +810 +8%
KMWM
1872
Keudell/Morrison Wealth Management
Oregon
$668K +$8.55K +145 +1%
NAM
1873
NorthCrest Asset Manangement
Minnesota
$668K +$2.36K +40 +0.4%
FHC
1874
First Heartland Consultants
Missouri
$668K +$6.25K +106 +0.9%
CIA
1875
Cladis Investment Advisory
Montana
$667K +$31.4K +532 +5%