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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 %
SW
2326
Solidarity Wealth
Utah
$362K -$245K -4,164 -40%
WTB
2327
Washington Trust Bank
Washington
$362K +$19.9K +337 +6%
KA
2328
Klingman & Associates
New York
$362K -$13.3K -225 -4%
LA
2329
Latitude Advisors
Florida
$361K -$15.6K -265 -4%
FWM
2330
FSA Wealth Management
Massachusetts
$361K -$81K -1,373 -18%
BGAI
2331
Bruce G. Allen Investments
Colorado
$360K +$360K +6,103 New
AIA
2332
Arbor Investment Advisors
North Carolina
$360K +$35.5K +602 +11%
AAS
2333
Annex Advisory Services
Wisconsin
$359K -$153K -2,604 -30%
OL
2334
Optas LLC
Texas
$359K +$32.6K +553 +10%
MHR
2335
Matthew Hamilton Rosenberg
$357K -$16.6K -282 -4%
WOC
2336
West Oak Capital
California
$356K -$24.2K -400 -6%
LIG
2337
Lokken Investment Group
Delaware
$356K -$9.96K -169 -3%
GXJ
2338
Global X Japan
Japan
$355K +$355K +6,027 New
EIA
2339
Edgemoor Investment Advisors
Maryland
$355K +$2.89K +49 +0.8%
JWM
2340
Janiczek Wealth Management
Colorado
$354K -$37.4K -634 -10%
GTAM
2341
Global Trust Asset Management
Florida
$354K -$44.4K -754 -11%
QFA
2342
Quantum Financial Advisors
California
$354K -$167K -2,842 -32%
OCM
2343
Objective Capital Management
Ohio
$354K -$15.4K -262 -4%
CA
2344
CGN Advisors
Kansas
$353K -$182K -3,097 -34%
FCFC
2345
First Citizens Financial Corp
Iowa
$352K -$8.25K -140 -2%
PWMG
2346
Provence Wealth Management Group
California
$351K +$48.1K +817 +16%
FGA
2347
Fortis Group Advisors
New Jersey
$351K +$19.6K +317 +6%
WMA
2348
Wealth Management Associates
New Jersey
$351K +$9.19K +156 +3%
KOMWMG
2349
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$351K +$13.1K +222 +4%
PCMC
2350
Private Capital Management (Colorado)
Colorado
$350K +$88.3K +1,498 +34%