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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 %
SMG
2526
Smart Money Group
Texas
$227K +$227K +4,055 New
VAS
2527
Vestmark Advisory Solutions
Massachusetts
$227K -$3.42M -61,115 -94%
CT
2528
Coastline Trust
Rhode Island
$227K -$366K -6,540 -62%
IHWM
2529
Iron Horse Wealth Management
Iowa
$227K
MJP
2530
Michael J. Puzo
$227K -$1.4K -25 -0.6%
CAM
2531
Congress Asset Management
Massachusetts
$227K
AA
2532
Aufman Associates
Pennsylvania
$226K
KA
2533
Kure Advisory
Minnesota
$226K +$226K +4,044 New
SEP
2534
Southland Equity Partners
Missouri
$226K +$11K +197 +5%
BWM
2535
Birchcreek Wealth Management
Ohio
$226K +$3.14K +56 +1%
MWM
2536
Madison Wealth Management
Ohio
$225K
POIA
2537
Pin Oak Investment Advisors
Texas
$225K
LTI
2538
Laffer Tengler Investments
Tennessee
$225K -$2.64M -47,178 -92%
RCA
2539
Resonant Capital Advisors
Wisconsin
$225K -$5.53K -98 -2%
OSNBOA
2540
Old Second National Bank of Aurora
Illinois
$224K -$30.3K -541 -12%
EGA
2541
E&G Advisors
Texas
$224K
WG
2542
Watchman Group
Texas
$224K
MA
2543
McBroom & Associates
Nevada
$224K
DLG
2544
Daniel L. Goodwin
$224K
PAIM
2545
Punch & Associates Investment Management
Minnesota
$224K +$224K +4,000 New
BIA
2546
Bell Investment Advisors
California
$224K +$22.7K +406 +11%
KLI
2547
Kelman-Lazarov Inc
Tennessee
$224K -$10K -179 -4%
CCA
2548
Cottonwood Capital Advisors
Utah
$223K +$223K +3,982 New
NC
2549
NBW Capital
Massachusetts
$223K -$8.23K -147 -4%
TA
2550
TrueWealth Advisors
Alabama
$223K +$18.6K +332 +9%