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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 %
CNB
2301
Camden National Bank
Maine
$375K -$8.84K -150 -2%
JBA
2302
Johnson Bixby & Associates
Washington
$375K
FIM
2303
Freedom Investment Management
Connecticut
$374K -$5.42K -92 -1%
FIB
2304
First Interstate Bank
Montana
$374K +$4.07K +69 +1%
GAM
2305
Gould Asset Management
California
$372K -$82.8K -1,405 -18%
REMPR
2306
Roof Eidam Maycock Peralta (REMP)
California
$370K +$11.1K +189 +3%
CSPAM
2307
Cary Street Partners Asset Management
Virginia
$370K +$1.06K +18 +0.3%
APW
2308
Aurora Private Wealth
New Jersey
$370K -$7.95K -135 -2%
LB
2309
Legacy Bridge
Iowa
$370K -$37.1K -630 -9%
WFAG
2310
Wescott Financial Advisory Group
Pennsylvania
$369K
OA
2311
Oceanside Advisors
South Carolina
$368K +$368K +6,244 New
CYG
2312
Clean Yield Group
Vermont
$368K
SC
2313
Sepio Capital
Utah
$367K -$617K -10,468 -63%
OAM
2314
Oak Asset Management
California
$366K -$30.9K -525 -8%
ACS
2315
Archford Capital Strategies
Illinois
$365K -$479K -8,133 -57%
KA
2316
Kozak & Associates
Colorado
$364K -$231K -3,846 -39%
HWA
2317
HHM Wealth Advisors
Tennessee
$364K +$55.4K +940 +18%
UF
2318
Univest Financial
Pennsylvania
$364K
IFWM
2319
Institute for Wealth Management
Colorado
$364K -$36K -611 -9%
USB
2320
Union Savings Bank
Connecticut
$364K -$3.54K -60 -1%
SRC
2321
Shufro Rose & Co
New York
$364K
CCM
2322
Carlson Capital Management
Minnesota
$364K -$44.8K -761 -11%
QWM
2323
Quadcap Wealth Management
Texas
$363K +$363K +6,156 New
PCFFS
2324
Pacific Center for Financial Services
California
$362K
AWM
2325
Avaii Wealth Management
Wisconsin
$362K +$14.1K +239 +4%