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Coca-Cola

2,866 hedge funds and large institutions have $195B invested in Coca-Cola in 2022 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 1,182 increasing their positions, 1,038 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+141
Holders Change %
+5.17%
% of All Funds
46.24%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
1.92%
New
307
Increased
1,182
Reduced
1,038
Closed
111
Calls
$2.91B
Puts
$2.14B
Net Calls
+$772M
Net Calls Change
+$597M
Name Holding Trade Value Shares
Change
Shares
Change %
CVM
2501
Cheviot Value Management
California
$260K
VCG
2502
Vantage Consulting Group
Virginia
$259K -$19.7K -309 -7%
SA
2503
Syntax Advisors
New York
$259K -$19.7K -309 -7%
SQA
2504
Simon Quick Advisors
New Jersey
$259K +$259K +4,066 New
AA
2505
Aufman Associates
Pennsylvania
$257K
WH
2506
Willner & Heller
California
$257K +$16.9K +266 +7%
MAM
2507
McLean Asset Management
Virginia
$257K +$19.1K +301 +8%
MWM
2508
Madison Wealth Management
Ohio
$256K -$17.7K -279 -6%
WAG
2509
Winthrop Advisory Group
Massachusetts
$255K +$5.09K +80 +2%
EP
2510
Essential Planning
New Hampshire
$254K +$254K +4,479 New
MA
2511
McBroom & Associates
Nevada
$254K -$47.8K -752 -16%
DLG
2512
Daniel L. Goodwin
$254K +$254K +4,000 New
POIA
2513
Pin Oak Investment Advisors
Texas
$254K -$8.6K -135 -3%
TA
2514
TrueWealth Advisors
Alabama
$253K -$2.99K -47 -1%
FA
2515
Financial Advisors
Massachusetts
$253K
BWM
2516
Baystate Wealth Management
Massachusetts
$253K +$2.22K +35 +0.9%
OCM
2517
One Capital Management
California
$252K -$17.4K -273 -6%
AA
2518
AlphaCentric Advisors
Puerto Rico
$252K +$52.7K +828 +26%
MF
2519
Manchester Financial
California
$252K -$9.48K -149 -4%
BSSFA
2520
Baron Silver Stevens Financial Advisors
Florida
$251K +$251K +3,942 New
CGFA
2521
Colton Groome Financial Advisors
North Carolina
$251K
WI
2522
Wedgewood Investors
Pennsylvania
$249K +$249K +3,921 New
CIM
2523
Chapman Investment Management
California
$249K
NC
2524
NBW Capital
Massachusetts
$249K +$249K +3,918 New
GWAM
2525
Guardian Wealth Advisors (Minnesota)
Minnesota
$249K -$2.8K -44 -1%