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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 %
RP
2176
Riverbridge Partners
Minnesota
$441K +$10.5K +178 +2%
FFP
2177
FourThought Financial Partners
Florida
$439K -$26.9K -456 -6%
FSCM
2178
Front Street Capital Management
Montana
$439K +$2.12K +36 +0.5%
FW
2179
FirstPurpose Wealth
Utah
$439K +$7.43K +126 +2%
AWA
2180
Arbor Wealth Advisors
Michigan
$439K +$439K +7,447 New
CWAG
2181
Compton Wealth Advisory Group
Virginia
$439K -$58.9K -1,000 -12%
MAM
2182
Marotta Asset Management
Virginia
$438K -$589 -10 -0.1%
RWP
2183
Revolve Wealth Partners
New Jersey
$438K +$5.48K +93 +1%
COCM
2184
Charter Oak Capital Management
New Hampshire
$437K +$1.18K +20 +0.3%
CHA
2185
Cooper/Haims Advisors
New York
$436K -$5.19K -88 -1%
TFO
2186
Tarbox Family Office
California
$436K -$140K -2,372 -24%
NCM
2187
Northside Capital Management
Oregon
$436K +$1.59K +27 +0.4%
WHCI
2188
W.H. Cornerstone Investments
Massachusetts
$435K +$6.95K +118 +2%
EM
2189
ELCO Management
New York
$434K -$59 -1 -0%
BWA
2190
Bordeaux Wealth Advisors
California
$434K +$20.9K +354 +5%
DAM
2191
Doheny Asset Management
California
$434K
AHL
2192
Abel Hall LLC
Louisiana
$432K +$432K +7,339 New
MUMSS
2193
Mitsubishi UFJ Morgan Stanley Securities
Japan
$431K -$262K -4,450 -38%
FA
2194
Fiduciary Alliance
South Carolina
$431K -$20.4K -346 -5%
DIP
2195
Davis Investment Partners
North Carolina
$430K
CA
2196
Crumly & Associates
Illinois
$430K +$295 +5 +0.1%
HBWM
2197
Hollow Brook Wealth Management
New York
$430K
EIG
2198
Ellenbecker Investment Group
Wisconsin
$429K +$178K +3,032 +71%
FB
2199
First Bancorp
Maine
$429K -$13K -220 -3%
MWM
2200
Mattern Wealth Management
Kansas
$429K -$74.4K -1,263 -15%