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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 %
RWS
2151
Resolute Wealth Strategies
Mississippi
$460K +$2.3K +39 +0.5%
PP
2152
Pegasus Partners
Wisconsin
$459K +$13.7K +233 +3%
MHWM
2153
Montz Harcus Wealth Management
Louisiana
$459K +$5.89K +100 +1%
MSCM
2154
McElhenny Sheffield Capital Management
Texas
$458K
AFC
2155
AFT Forsyth & Company
Florida
$457K +$7.37K +125 +2%
KIC
2156
Kensington Investment Counsel
California
$456K -$19.9K -337 -4%
IPW
2157
Inlet Private Wealth
Florida
$456K -$88.4K -1,500 -16%
TF
2158
Trek Financial
Arizona
$455K +$169K +2,876 +59%
FOA
2159
Five Oceans Advisors
California
$454K -$44.3K -751 -9%
TPW
2160
Transatlantique Private Wealth
New York
$454K -$52.7K -895 -10%
FAG
2161
Financial Advisory Group
Texas
$453K +$32.9K +558 +8%
GA
2162
Greenspring Advisors
Maryland
$451K -$25.2K -427 -5%
FFO
2163
Fiduciary Family Office
Florida
$451K +$451K +7,649 New
MAM
2164
Mystic Asset Management
Rhode Island
$451K +$66.9K +1,135 +17%
AP
2165
Advisors Preferred
Maryland
$451K -$174K -2,908 -28%
SWA
2166
SOA Wealth Advisors
New York
$449K -$64.6K -1,097 -13%
DMKJ
2167
David M. Knott Jr
$448K
HAM
2168
Hedges Asset Management
Nevada
$448K
CPA
2169
Cardiff Park Advisors
California
$448K +$21K +357 +5%
RCA
2170
Ranch Capital Advisors
Florida
$447K +$471 +8 +0.1%
1WM
2171
1900 Wealth Management
Texas
$446K -$85.2K -1,445 -16%
FWM
2172
ForthRight Wealth Management
Georgia
$443K +$169K +2,863 +61%
LWM
2173
Liberty Wealth Management
California
$443K +$22.6K +384 +5%
PI
2174
Pettee Investors
Connecticut
$443K -$68.7K -1,166 -13%
Members Trust
2175
Members Trust
Florida
$442K -$5.29K -90 -1%