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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 %
SW
1876
Simplicity Wealth
New Jersey
$665K +$665K +11,293 New
CL
1877
COWA LLC
Oklahoma
$664K +$35.5K +603 +6%
AWAU
1878
Alliance Wealth Advisors (Utah)
Utah
$660K -$41.4K -703 -6%
BWM
1879
BCS Wealth Management
Tennessee
$659K +$2.71K +46 +0.4%
AFAS
1880
Acorn Financial Advisory Services
Virginia
$657K +$11K +186 +2%
NAMP
1881
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$656K -$7.66K -130 -1%
CWM
1882
Connecticut Wealth Management
Connecticut
$656K -$3.3K -56 -0.5%
MW
1883
MBL Wealth
North Carolina
$653K +$27.1K +460 +4%
PPP
1884
Private Portfolio Partners
New Jersey
$653K +$9.37K +159 +1%
MCCA
1885
Mill Creek Capital Advisors
Pennsylvania
$652K +$23.3K +396 +4%
SFG
1886
Sovereign Financial Group
Connecticut
$651K -$55K -934 -8%
MPIA
1887
Mountain Pacific Investment Advisers
Idaho
$651K -$7.31K -124 -1%
ACM
1888
Ashford Capital Management
Delaware
$650K
OHIS
1889
Oak Harvest Investment Services
Texas
$650K -$57.3K -973 -8%
SWA
1890
SFMG Wealth Advisors
Texas
$649K -$171K -2,910 -21%
GWM
1891
Gray Wealth Management
Maine
$648K -$66.8K -1,133 -9%
WFG
1892
Wills Financial Group
Virginia
$648K -$62.8K -1,066 -9%
VAM
1893
Verity Asset Management
North Carolina
$647K +$21.4K +363 +3%
OCM
1894
Orser Capital Management
Texas
$646K
NEWAS
1895
N.E.W. Advisory Services
Wisconsin
$646K -$11.1K -188 -2%
CFA
1896
CWS Financial Advisors
Michigan
$643K +$1.47K +25 +0.2%
JWCA
1897
J.W. Coons Advisors
Ohio
$642K
LOIP
1898
Live Oak Investment Partners
Texas
$642K -$615K
HCM
1899
Hutchinson Capital Management
California
$642K -$2.65K -45 -0.4%
AWM
1900
Angeles Wealth Management
California
$641K +$74.9K +1,271 +13%