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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 %
JDR
2376
Jay D. Rosenbaum
$337K -$563K -9,550 -63%
PFA
2377
Pure Financial Advisors
California
$336K +$45.1K +765 +15%
CTB
2378
Country Trust Bank
Illinois
$336K +$196K +3,322 +139%
FPGK
2379
Financial Partners Group (Kansas)
Kansas
$336K +$2.12K +36 +0.6%
BB
2380
Berkshire Bank
Massachusetts
$335K +$27.1K +460 +9%
TCM
2381
Traynor Capital Management
Pennsylvania
$335K -$13.3K -226 -4%
HP
2382
Hyperion Partners
Pennsylvania
$334K -$18K -305 -5%
OPW
2383
Oxler Private Wealth
New York
$334K -$615K -10,428 -65%
BCM
2384
Becker Capital Management
Oregon
$334K +$24.2K +411 +8%
SHGA
2385
Sand Hill Global Advisors
California
$333K -$44.7K -759 -12%
CNAM
2386
Campbell Newman Asset Management
Wisconsin
$333K
HKAM
2387
Horizon Kinetics Asset Management
New York
$332K +$332K +5,640 New
PAA
2388
Peregrine Asset Advisers
Oregon
$332K +$2.42K +41 +0.7%
CCM
2389
Crew Capital Management
Ohio
$332K -$4.18K -71 -1%
ACM
2390
Adalta Capital Management
New York
$331K
ICP
2391
Interchange Capital Partners
Pennsylvania
$331K -$47.7K -811 -13%
IAG
2392
Investmark Advisory Group
Connecticut
$330K +$36.7K +622 +12%
SA
2393
SAM Advisors
California
$330K
RWI
2394
Red Wave Investments
Pennsylvania
$330K +$7.31K +124 +2%
TIM
2395
Total Investment Management
Arizona
$329K -$28.8K -489 -8%
WAM
2396
Walker Asset Management
Missouri
$328K +$115K +1,959 +54%
SP
2397
Systematic Portfolios
New York
$328K +$328K +5,567 New
WC
2398
Wexford Capital
Florida
$328K +$328K +5,560 New
SFS
2399
Security Financial Services
Indiana
$327K +$45.4K +771 +16%
BTIM
2400
BancFirst Trust & Investment Management
Oklahoma
$326K +$3.35K +57 +1%