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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 %
ACM
2426
Alethea Capital Management
Washington
$315K
HI
2427
Humankind Investments
New York
$314K +$15.7K +266 +5%
OWA
2428
Outlook Wealth Advisors
Texas
$314K +$73.1K +1,241 +30%
FDDB
2429
Fidelity D&D Bancorp
Pennsylvania
$314K -$170K -2,884 -35%
TPWA
2430
TRUE Private Wealth Advisors
Oregon
$313K -$733K -12,431 -70%
CAM
2431
Concorde Asset Management
Michigan
$313K +$313K +4,210 New
ATFA
2432
All Terrain Financial Advisors
Minnesota
$312K
SDWIA
2433
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$312K -$58.9K -1,000 -16%
SSI
2434
Scott & Selber Inc
Texas
$312K +$62.7K +1,064 +25%
MIM
2435
Miller Investment Management
Pennsylvania
$312K -$1.06K -18 -0.3%
NLP
2436
Next Level Private
New York
$312K +$3.12K +53 +1%
LGA
2437
Lebenthal Global Advisors
New York
$312K +$312K +5,287 New
ITIM
2438
Indiana Trust & Investment Management
Indiana
$311K
MAG
2439
MRA Advisory Group
New Jersey
$311K +$57.5K +975 +23%
THL
2440
Tillman Hartley LLC
Colorado
$311K
LWM
2441
Lyell Wealth Management
California
$311K
SWP
2442
Summit Wealth Partners
Florida
$311K +$1.59K +27 +0.5%
CWA
2443
Centennial Wealth Advisory
Michigan
$310K +$25.4K +431 +9%
BCB
2444
Brian C. Broderick
$309K
FM
2445
Foster & Motley
Ohio
$309K +$4.06K +69 +1%
HCA
2446
Horan Capital Advisors
Ohio
$308K -$84.4K -1,432 -21%
BCM
2447
Buckhead Capital Management
Georgia
$308K -$18.3K -310 -6%
HFM
2448
Harvest Fund Management
China
$307K -$117K -1,982 -28%
SCM
2449
Silvant Capital Management
Georgia
$307K
CC
2450
Cultivar Capital
Texas
$307K +$307K +5,208 New