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Coca-Cola

2,857 hedge funds and large institutions have $189B invested in Coca-Cola in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,125 increasing their positions, 1,123 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,857
Holders Change
-9
Holders Change %
-0.31%
% of All Funds
45.73%
Holding in Top 10
91
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-23.53%
% of All Funds
1.46%
New
158
Increased
1,125
Reduced
1,123
Closed
103
Calls
$2.32B
Puts
$1.76B
Net Calls
+$566M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Shares
Change %
HKIMG
2526
Hutchens & Kramer Investment Management Group
Indiana
$252K +$13K +209 +5%
IHWM
2527
Iron Horse Wealth Management
Iowa
$251K +$12.4K +200 +5%
WFA
2528
WMG Financial Advisors
Tennessee
$251K -$102K -1,427 -29%
MLFP
2529
MPS Loria Financial Planners
Illinois
$250K -$10.5K -170 -4%
HGERS
2530
Householder Group Estate & Retirement Specialist
Arizona
$250K +$250K +4,030 New
MWM
2531
Madison Wealth Management
Ohio
$250K
MA
2532
McBroom & Associates
Nevada
$248K
DLG
2533
Daniel L. Goodwin
$248K
EGA
2534
E&G Advisors
Texas
$248K +$6.2K +100 +3%
AA
2535
Aufman Associates
Pennsylvania
$248K -$2.98K -48 -1%
KCFA
2536
Key Client Fiduciary Advisors
New Jersey
$247K +$28.3K +457 +13%
POIA
2537
Pin Oak Investment Advisors
Texas
$247K
TA
2538
TrueWealth Advisors
Alabama
$247K -$62 -1 -0%
FA
2539
Financial Advisors
Massachusetts
$247K
CP
2540
Castleview Partners
Texas
$246K +$10.4K +167 +4%
APW
2541
Austin Private Wealth
Texas
$246K +$19.9K +321 +9%
MWM
2542
MBE Wealth Management
Wisconsin
$246K -$12.4K -200 -5%
CWA
2543
CM Wealth Advisors
Ohio
$246K +$4.08K +64 +2%
CCM
2544
Carderock Capital Management
Maryland
$245K -$17.1K -275 -7%
EP
2545
Essential Planning
New Hampshire
$245K -$33.2K -535 -12%
VNA
2546
Valley National Advisers
Pennsylvania
$244K -$106K -1,656 -30%
GFL
2547
Granite FO LLC
New Hampshire
$243K +$231K +3,600 +1,865%
GAM
2548
Gemmer Asset Management
California
$243K +$25.4K +410 +12%
GAA
2549
Global Assets Advisory
Florida
$243K
CBB
2550
Citizens Business Bank
California
$242K