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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 %
FWM
2576
FFT Wealth Management
Pennsylvania
$213K
GWAM
2577
Guardian Wealth Advisors (Minnesota)
Minnesota
$213K -$11.8K -210 -5%
ACG
2578
Allen Capital Group
Nebraska
$212K +$212K +3,823 New
MAM
2579
McLean Asset Management
Virginia
$211K +$21.2K +392 +11%
FCM
2580
Family Capital Management
Michigan
$211K +$4.53K +81 +2%
SHFA
2581
SC&H Financial Advisors
Maryland
$211K +$211K +3,763 New
I2I
2582
Insight 2811 Inc
Illinois
$210K -$23.7K -423 -10%
WDL
2583
Well Done LLC
Michigan
$210K -$224 -4 -0.1%
CSA
2584
Cottage Street Advisors
Massachusetts
$210K +$210K +3,752 New
CWM
2585
Cabot Wealth Management
Massachusetts
$210K -$3.53K -63 -2%
CCM
2586
Carderock Capital Management
Maryland
$210K -$11.2K -200 -5%
FSA
2587
Fort Sheridan Advisors
Illinois
$210K +$168 +3 +0.1%
TWP
2588
Tower Wealth Partners
Pennsylvania
$209K +$209K +3,740 New
SFC
2589
Strategic Financial Concepts
Texas
$209K +$11.4K +204 +6%
OA
2590
Operose Advisors
Wisconsin
$209K +$131K +2,338 +167%
LSC
2591
Lesa Sroufe & Co
Washington
$209K
NFSG
2592
Newbridge Financial Services Group
Florida
$209K -$32.2K -575 -13%
CAM
2593
Cobblestone Asset Management
Virginia
$209K +$209K +3,729 New
NQWM
2594
Northwest Quadrant Wealth Management
Oregon
$209K +$1.34K +24 +0.6%
MFG
2595
Menard Financial Group
Texas
$208K -$1.34K -24 -0.6%
GA
2596
GSG Advisors
New Jersey
$208K +$208K +3,717 New
JSC
2597
Jackson Square Capital
California
$208K -$4.2K -75 -2%
OBWG
2598
Onyx Bridge Wealth Group
New York
$208K +$9.8K +175 +5%
BAAM
2599
Baker Avenue Asset Management
California
$208K +$18.9K +337 +10%
HKIMG
2600
Hutchens & Kramer Investment Management Group
Indiana
$207K -$3.22K -58 -2%