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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 %
BIAS
2201
Beacon Investment Advisory Services
New Jersey
$428K +$65.6K +1,114 +18%
EGWAG
2202
Elwood & Goetz Wealth Advisory Group
Georgia
$427K +$167K +2,835 +64%
TFA
2203
Teamwork Financial Advisors
Texas
$427K -$312K -5,294 -42%
EFM
2204
E Fund Management
China
$426K +$68.5K +1,162 +19%
KFA
2205
Kapstone Financial Advisors
Ohio
$425K -$18.2K -307 -4%
1WM
2206
1858 Wealth Management
Ohio
$424K +$424K +7,198 New
SIM
2207
SSI Investment Management
California
$424K -$1.47K -25 -0.3%
RIM
2208
RW Investment Management
Idaho
$423K -$11.8K -200 -3%
LFG
2209
Lockerman Financial Group
California
$422K -$9.02K -153 -2%
AFG
2210
AFS Financial Group
Maryland
$421K -$565K -9,596 -57%
SFS
2211
Strategic Financial Services
New York
$420K -$14.4K -245 -3%
GAM
2212
Garrison Asset Management
Arkansas
$420K -$8.19K -139 -2%
BWG
2213
Beta Wealth Group
California
$419K +$6.48K +110 +2%
BWA
2214
Beam Wealth Advisors
Louisiana
$418K +$2.77K +47 +0.7%
RIM
2215
Redwood Investment Management
Arizona
$418K -$242K -4,115 -37%
VCM
2216
Vision Capital Management
Oregon
$418K +$418K +7,088 New
BFPW
2217
BOK Financial Private Wealth
Colorado
$417K +$5.36K +91 +1%
MGIA
2218
Matthew Goff Investment Advisor
Texas
$416K -$5.66K -96 -1%
UWPG
2219
Ullmann Wealth Partners Group
Florida
$416K -$5.19K -88 -1%
MFC
2220
Morris Financial Concepts
South Carolina
$415K +$3.06K +52 +0.7%
GFPC
2221
Global Financial Private Client
Florida
$415K -$30.1K -510 -7%
GC
2222
Gibson Capital
Pennsylvania
$415K -$4.13K -70 -1%
CS
2223
Cannell & Spears
New York
$415K +$44.8K +761 +12%
NF
2224
Norwood Financial
Pennsylvania
$415K -$11.8K -200 -3%
SIA
2225
Schear Investment Advisers
Ohio
$414K +$2.06K +35 +0.5%