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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 %
CW
2551
Cook Wealth
North Carolina
$222K +$222K +3,985 New
EWP
2552
Engrave Wealth Partners
Texas
$222K +$27.8K +497 +14%
BFWA
2553
Benchmark Financial Wealth Advisors
Florida
$222K -$14.6K -260 -6%
CA
2554
Cumberland Advisors
Florida
$222K -$11.2K -200 -5%
MCM
2555
McRae Capital Management
New Jersey
$221K
SC
2556
Solstein Capital
California
$221K
LAM
2557
Lifestyle Asset Management
Texas
$221K +$4.76K +85 +2%
WAG
2558
Winthrop Advisory Group
Massachusetts
$221K +$452 +8 +0.2%
DA
2559
Dover Advisors
Virginia
$220K
GAA
2560
Global Assets Advisory
Florida
$220K +$5.82K +104 +3%
HWM
2561
Horizon Wealth Management
Illinois
$220K +$3.08K +55 +1%
BWM
2562
BCGM Wealth Management
Indiana
$220K +$1.01K +18 +0.5%
GAM
2563
Gemmer Asset Management
California
$219K
RWM
2564
Reston Wealth Management
Virginia
$219K +$10K +179 +5%
FA
2565
Financial Advisors
Massachusetts
$218K +$280 +5 +0.1%
IA
2566
Insight Advisors
Pennsylvania
$218K -$7.95K -142 -4%
CIA
2567
Cascade Investment Advisors
Oregon
$218K
GWM
2568
Greenwich Wealth Management
Connecticut
$218K +$25.7K +460 +13%
FCA
2569
FLC Capital Advisors
California
$217K +$14.3K +255 +7%
WCM
2570
WealthBridge Capital Management
Ohio
$216K +$2.8K +50 +1%
TFA
2571
Trinity Financial Advisors
Ohio
$215K +$224 +4 +0.1%
SBF
2572
Sara-Bay Financial
Florida
$215K
NIC
2573
Northwest Investment Counselors
Oregon
$215K -$30.2K -539 -12%
SIG
2574
Sargent Investment Group
Maryland
$215K -$109K -1,945 -34%
WFA
2575
Wellspring Financial Advisors
Ohio
$214K -$15.4K -276 -7%