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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 %
CIM
1901
CIM Investment Management
Pennsylvania
$641K
EFG
1902
Everhart Financial Group
Ohio
$641K -$203K -3,311 -24%
AFG
1903
Atomi Financial Group
New York
$640K +$640K +10,857 New
AWA
1904
Aletheian Wealth Advisors
Washington
$640K -$4.42K -75 -0.7%
NPF
1905
Norris Perne & French
Michigan
$639K +$1.77K +30 +0.3%
ERWM
1906
Elk River Wealth Management
Colorado
$639K +$10K +170 +2%
LSA
1907
L & S Advisors
California
$638K -$22.8K -387 -3%
JWWM
1908
Johnson & White Wealth Management
Pennsylvania
$638K +$38.3K +650 +6%
ZF
1909
Zhang Financial
Michigan
$638K -$42.1K -715 -6%
MGWA
1910
Monument Group Wealth Advisors
Massachusetts
$637K +$637K +10,811 New
PIM
1911
Plato Investment Management
Australia
$635K +$635K +10,769 New
WIA
1912
World Investment Advisors
California
$633K +$193K +3,269 +44%
HWP
1913
Highline Wealth Partners
California
$633K +$177 +3 +0%
FMTC
1914
Farmers & Merchants Trust Company
California
$633K -$7.72K -131 -1%
EFH
1915
Eaton Financial Holdings
Florida
$631K -$91K -1,544 -13%
EWA
1916
EverSource Wealth Advisors
Alabama
$630K +$54.5K +925 +9%
OL
1917
Owen LaRue
Kentucky
$630K +$175K +2,969 +38%
BT
1918
Brandywine Trust
Delaware
$629K
GWA
1919
GGM Wealth Advisors
Maryland
$629K -$16.9K -285 -3%
PWM
1920
Proathlete Wealth Management
Florida
$627K +$627K +10,640 New
JAG
1921
Journey Advisory Group
Kentucky
$627K -$229K -3,893 -27%
HIIFS
1922
Harel Insurance Investments & Financial Services
Israel
$624K -$59 -1 -0%
MIC
1923
Meridian Investment Counsel
California
$624K +$17.7K +300 +3%
TRIA
1924
Trail Ridge Investment Advisors
Colorado
$623K -$8.31K -141 -1%
JFGIW
1925
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$623K +$322K +5,470 +107%