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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 %
DAC
2051
Dividend Assets Capital
South Carolina
$535K -$267K -4,537 -33%
BAM
2052
Blueshift Asset Management
New Jersey
$534K +$157K +2,671 +42%
HBT
2053
Heartland Bank & Trust
Illinois
$533K +$7.84K +133 +1%
AWAP
2054
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$533K -$22.9K -389 -4%
QWP
2055
Quotient Wealth Partners
Texas
$530K +$530K +8,995 New
CPP
2056
Capasso Planning Partners
South Carolina
$529K +$11.8K +201 +2%
SQA
2057
Simon Quick Advisors
New Jersey
$529K +$198K +3,366 +60%
FWP
2058
Firethorn Wealth Partners
Georgia
$528K +$5.19K +88 +1%
IRC
2059
Investors Research Corp
Georgia
$526K
RRA
2060
Round Rock Advisors
Connecticut
$525K +$7.01K +119 +1%
MAWCM
2061
Mine & Arao Wealth Creation & Management
California
$525K +$5.36K +91 +1%
CA
2062
Cambridge Advisors
Nebraska
$524K -$7.19K -122 -1%
SC
2063
SRB Corp
Massachusetts
$523K +$65.4K +1,110 +14%
FNC
2064
First National Corp
Massachusetts
$522K +$5.13K +87 +1%
TT
2065
TI-Trust
Illinois
$521K
PCP
2066
Proficio Capital Partners
Massachusetts
$518K -$589 -10 -0.1%
GWS
2067
Glassman Wealth Services
Virginia
$517K +$16.3K +277 +3%
CGA
2068
Crescent Grove Advisors
Illinois
$517K +$2.71K +46 +0.5%
BFA
2069
Beacon Financial Advisory
Ohio
$516K +$3.3K +56 +0.6%
NFSG
2070
Newbridge Financial Services Group
Florida
$515K +$296K +5,015 +134%
QC
2071
Quent Capital
New York
$515K -$13.4K -227 -3%
KOC
2072
Koss-Olinger Consulting
Florida
$514K -$97.9K -1,661 -16%
LWM
2073
Lodestone Wealth Management
Washington
$514K +$10.7K +181 +2%
CAGAS
2074
Capital Advisory Group Advisory Services
Minnesota
$513K -$24.3K -413 -5%
FCM
2075
Firestone Capital Management
Florida
$513K +$118 +2 +0%