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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 %
CMANY
1926
Capital Management Associates (New York)
New York
$619K +$206K +3,500 +50%
CG
1927
Corundum Group
Colorado
$618K +$16.2K +275 +3%
PWAM
1928
Pinnacle West Asset Management
Wyoming
$618K +$20.6K +350 +3%
CCWM
1929
Cassaday & Co Wealth Management
Virginia
$618K -$295 -5 -0%
EA
1930
Eudaimonia Advisors
Tennessee
$617K -$5.25K -89 -0.8%
PWMG
1931
Prestige Wealth Management Group
New Jersey
$616K -$550K -9,333 -47%
CIA
1932
Compass Ion Advisors
Pennsylvania
$615K +$7.01K +119 +1%
DF
1933
Donoghue Forlines
Massachusetts
$614K -$126K -2,133 -17%
ML
1934
McAdam LLC
Pennsylvania
$614K +$12.3K +209 +2%
HFM
1935
Hartford Financial Management
Connecticut
$613K +$471 +8 +0.1%
SWK
1936
Stephen W. Kidder
$612K -$115K -1,950 -16%
CC
1937
Cadinha & Co
Hawaii
$611K -$9.42M -159,825 -94%
AIM
1938
Aspen Investment Management
Michigan
$610K +$1.18K +20 +0.2%
KWMG
1939
King Wealth Management Group
Florida
$608K +$1K +17 +0.2%
RSWM
1940
Robertson Stephens Wealth Management
California
$608K -$3.54K -60 -0.6%
ACM
1941
Argent Capital Management
Missouri
$608K -$51.9K -880 -8%
AA
1942
Advisory Alpha
Michigan
$607K +$84K +1,426 +16%
WDC
1943
Woodward Diversified Capital
California
$607K -$21.5K -364 -3%
CSI
1944
Cross Staff Investments
New York
$607K +$34.4K +584 +6%
MCM
1945
Maple Capital Management
Vermont
$607K -$17.1K -290 -3%
RGF
1946
Retirement Guys Formula
Ohio
$607K -$18.6K -315 -3%
OL
1947
OneFund LLC
Florida
$606K +$606K +10,289 New
MFWP
1948
Mosaic Family Wealth Partners
Missouri
$606K +$17.7K +300 +3%
DWMS
1949
Dominguez Wealth Management Solutions
Virginia
$606K -$44.7K -759 -7%
THWM
1950
Taylor Hoffman Wealth Management
Virginia
$606K