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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 %
HA
1976
HC Advisors
Georgia
$584K -$42K -712 -7%
LF
1977
Lantz Financial
Illinois
$582K +$111K +1,891 +24%
RBFC
1978
Roman Butler Fullerton & Co
Missouri
$581K -$1.25K -21 -0.2%
CD
1979
Chapin Davis
Maryland
$580K +$111K +1,880 +24%
SN
1980
Sittner & Nelson
Oregon
$580K
JWM
1981
Jeppson Wealth Management
California
$578K +$31.5K +535 +6%
RMCM
1982
Reynders McVeigh Capital Management
Massachusetts
$578K -$20.6K -349 -3%
DWM
1983
Drive Wealth Management
Utah
$578K -$32.8K -557 -5%
AA
1984
Alta Advisers
United Kingdom
$578K
FPAS
1985
Focus Partners Advisor Solutions
Missouri
$577K -$534K -9,062 -48%
IA
1986
IFG Advisors
Missouri
$577K +$59 +1 +0%
BIM
1987
Baldwin Investment Management
Pennsylvania
$577K -$159K -2,700 -22%
IF
1988
IRON Financial
Illinois
$576K -$15.7K -266 -3%
ECM
1989
Elgethun Capital Management
South Dakota
$576K +$47.1K +799 +9%
WF
1990
WoodTrust Financial
Wisconsin
$575K -$1.38M -23,494 -71%
RIM
1991
Rakuten Investment Management
Japan
$574K +$574K +9,778 New
APA
1992
Astoria Portfolio Advisors
New York
$574K +$62.6K +1,044 +12%
FS
1993
Ferguson Shapiro
Georgia
$574K +$21.9K +371 +4%
WA1
1994
Wimmer Associates 1
California
$573K -$14.8K -251 -3%
WF
1995
Wayfinding Financial
Washington
$573K +$10.3K +175 +2%
ACP
1996
Aveo Capital Partners
Colorado
$572K +$69.7K +1,182 +14%
BIP
1997
Blueprint Investment Partners
North Carolina
$571K +$284K +4,826 +99%
EFG
1998
Embree Financial Group
Illinois
$571K +$571K +9,684 New
GIM
1999
Goelzer Investment Management
Indiana
$571K +$9.96K +169 +2%
CS
2000
Crescent Sterling
Louisiana
$570K -$16.9K -286 -3%