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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 %
AI
2076
Accredited Investors
Minnesota
$513K -$18.1K -307 -3%
FA
2077
Fagan Associates
New York
$512K +$4.36K +74 +0.9%
FC
2078
Forte Capital
New York
$511K
BF
2079
Brogan Financial
Tennessee
$511K +$4.66K +79 +0.9%
ABLA
2080
Alan B. Lancz & Associates
Ohio
$510K -$29.5K -500 -5%
PCMC
2081
Paragon Capital Management (Colorado)
Colorado
$509K +$13K +221 +3%
WIA
2082
Westbourne Investment Advisors
Maryland
$508K
HTIM
2083
Harbour Trust & Investment Management
Indiana
$507K +$507K +8,610 New
HGWM
2084
Horst & Graben Wealth Management
Oregon
$507K +$5.48K +93 +1%
SWMG
2085
Sard Wealth Management Group
Georgia
$507K +$507K +8,607 New
HIM
2086
Hillsdale Investment Management
Ontario, Canada
$507K +$48.3K +820 +11%
AS
2087
AM Squared
Hong Kong
$507K +$35.4K +600 +8%
RCM
2088
RMR Capital Management
California
$506K +$506K +8,579 New
MC
2089
Middleton & Co
Massachusetts
$505K
IDBONY
2090
Israel Discount Bank of New York
New York
$505K -$14.7K -250 -3%
CCM
2091
Cullen Capital Management
New York
$505K
MFGM
2092
Marshall Financial Group (Maryland)
Maryland
$503K -$1.44M -24,416 -74%
WPP
2093
Whalerock Point Partners
Rhode Island
$502K +$80.4K +1,365 +19%
AFM
2094
Armstrong Fleming & Moore
District of Columbia
$501K +$59 +1 +0%
PWM
2095
Prentice Wealth Management
New York
$498K +$9.49K +161 +2%
LFA
2096
Laraway Financial Advisors
Minnesota
$498K -$1.53K -26 -0.3%
DA
2097
Detalus Advisors
Missouri
$498K -$43.8K -743 -8%
AA
2098
Addison Advisors
Vermont
$495K +$1.95K +33 +0.4%
SPWM
2099
Schrum Private Wealth Management
Florida
$495K -$91.8K -1,558 -16%
LWMM
2100
Legacy Wealth Management (Mississippi)
Mississippi
$495K