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Coca-Cola

2,813 hedge funds and large institutions have $171B invested in Coca-Cola in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,212 increasing their positions, 1,116 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,813
Holders Change
-53
Holders Change %
-1.85%
% of All Funds
44.85%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.13%
New
139
Increased
1,212
Reduced
1,116
Closed
158
Calls
$1.75B
Puts
$1.83B
Net Calls
-$79.7M
Net Calls Change
-$396M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
2476
Trellis Advisors
Washington
$245K +$1.9K +34 +0.8%
SFA
2477
Source Financial Advisors
New York
$244K -$67.3K -1,202 -22%
VNA
2478
Valley National Advisers
Pennsylvania
$244K +$38.9K +695 +19%
OFS
2479
OneAscent Financial Services
Alabama
$244K +$244K +4,315 New
RA
2480
Rise Advisors
New York
$244K +$61K +1,090 +33%
CCC
2481
Chelsea Counsel Company
California
$243K
B
2482
Bensler
Washington
$243K -$5.21K -93 -2%
MWM
2483
Merriman Wealth Management
Washington
$243K -$17.5K -312 -7%
FC
2484
FCA Corp
Texas
$242K -$77.8K -1,389 -24%
CSWM
2485
Cassady Schiller Wealth Management
Ohio
$242K +$7.22K +129 +3%
IFAM
2486
Institutional & Family Asset Management
Colorado
$241K +$42.6K +761 +21%
PIA
2487
Powell Investment Advisors
Florida
$241K +$226 +4 +0.1%
TF
2488
Threadgill Financial
Texas
$241K
SRC
2489
Sage Rhino Capital
California
$241K -$8.4K -150 -3%
NWMG
2490
National Wealth Management Group
Ohio
$241K
MAG
2491
MRA Advisory Group
New Jersey
$241K -$89.6K -1,601 -27%
BWM
2492
Baystate Wealth Management
Massachusetts
$240K +$11.5K +205 +5%
TBWA
2493
Three Bridge Wealth Advisors
California
$240K -$18.8K -333 -7%
BOS
2494
Bank of Stockton
California
$239K
WS
2495
Wela Strategies
Georgia
$239K +$952 +17 +0.4%
LJHT
2496
Laurie J. Hall Trustee
$238K
TFF
2497
The Family Firm
Maryland
$238K -$44.3K -792 -16%
FFA
2498
Fragasso Financial Advisors
Pennsylvania
$238K -$18.8K -336 -7%
P
2499
Palladiem
Pennsylvania
$238K
DCM
2500
DGS Capital Management
New Jersey
$237K +$3.75K +67 +2%