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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 %
WAAG
2226
Wealth Alliance Advisory Group
Kansas
$414K +$18.2K +308 +5%
DOA
2227
D'Orazio & Associates
Virginia
$413K +$104K +1,759 +33%
SFG
2228
SNS Financial Group
Minnesota
$412K -$3.36K -57 -0.8%
PIA
2229
Pinion Investment Advisors
Kansas
$411K -$42.5K -721 -9%
SCP
2230
Sivia Capital Partners
California
$410K +$410K +6,965 New
PMSA
2231
Patrick M. Sweeney & Associates
Illinois
$410K +$410K +6,963 New
CIG
2232
Cascade Investment Group
Colorado
$410K +$4.18K +71 +1%
MKC
2233
M. Kraus & Co
Vermont
$409K -$2.95K -50 -0.7%
AW
2234
Apricus Wealth
South Carolina
$409K +$409K +6,937 New
SL
2235
Sentry LLC
Tennessee
$409K +$530 +9 +0.1%
AGA
2236
Arkos Global Advisors
Texas
$407K -$2.42K -41 -0.6%
KL
2237
KWMG LLC
Kansas
$407K -$8.02K -136 -2%
BSC
2238
Brown Shipley & Co
United Kingdom
$407K +$6.13K +104 +2%
SIA
2239
SeaBridge Investment Advisors
New Jersey
$406K
WP
2240
WealthPLAN Partners
Nebraska
$404K +$6.42K +109 +2%
LWM
2241
Lakeridge Wealth Management
Ohio
$404K +$404K +6,860 New
WMA
2242
West Michigan Advisors
Michigan
$404K -$445K -7,556 -52%
AFTS
2243
American Financial & Tax Strategies
New York
$403K +$403K +6,844 New
DIM
2244
Delta Investment Management
California
$403K +$589 +10 +0.1%
HAG
2245
HF Advisory Group
Maryland
$402K +$3.42K +58 +0.9%
PWM
2246
Provident Wealth Management
Tennessee
$402K
VCP
2247
Verus Capital Partners
Arizona
$401K +$52.6K +892 +15%
CFIA
2248
Cantor Fitzgerald Investment Advisors
New York
$401K +$401K +6,806 New
SCA
2249
Sippican Capital Advisors
Massachusetts
$401K +$82.5K +1,400 +26%
TCWA
2250
Turtle Creek Wealth Advisors
Texas
$400K +$400K +6,793 New