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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 %
CVA
2351
Central Valley Advisors
California
$350K +$350K +5,941 New
BA
2352
Brightwater Advisory
Florida
$350K +$350K +5,933 New
WFA
2353
Websterrogers Financial Advisors
South Carolina
$349K +$7.84K +133 +2%
CIC
2354
Cornercap Investment Counsel
Georgia
$348K -$12.3K -208 -3%
NECFA
2355
New England Capital Financial Advisors
Connecticut
$348K +$1.41K +24 +0.4%
TWM
2356
TriaGen Wealth Management
California
$347K +$589 +10 +0.2%
KAS
2357
KPP Advisory Services
Kentucky
$347K +$13.7K +232 +4%
KWM
2358
Kaydan Wealth Management
Michigan
$347K
MWM
2359
Marietta Wealth Management
Georgia
$346K +$346K +5,868 New
PWM
2360
Power Wealth Management
Georgia
$346K +$346K +5,867 New
SAW
2361
Signal Advisors Wealth
Michigan
$345K +$345K +5,860 New
VNA
2362
Valley National Advisers
Pennsylvania
$344K +$87.8K +1,493 +34%
RWA
2363
Redhawk Wealth Advisors
Minnesota
$343K -$539K -9,155 -61%
BFA
2364
Bill Few Associates
Pennsylvania
$343K +$6.95K +118 +2%
KA
2365
KLCM Advisors
Wisconsin
$343K +$4.36K +74 +1%
JJBC
2366
James J. Burns & Company
New York
$343K +$343K +5,838 New
OCM
2367
Orleans Capital Management
Louisiana
$343K -$2.95K -50 -0.9%
VCM
2368
Viewpoint Capital Management
Washington
$342K -$2.65K -45 -0.8%
SFWA
2369
Summit Financial Wealth Advisors
Louisiana
$342K +$83.8K +1,422 +33%
MGI
2370
MayTech Global Investments
New York
$341K
OBWG
2371
Onyx Bridge Wealth Group
New York
$341K +$123K +2,081 +56%
RS
2372
Rakuten Securities
Japan
$341K +$341K +5,784 New
FIM
2373
Fernwood Investment Management
Massachusetts
$340K -$24.2K -411 -7%
SWS
2374
SYSTM Wealth Solutions
Illinois
$337K +$64.4K +1,093 +24%
FFA
2375
Florida Financial Advisors
Florida
$337K +$337K +5,718 New