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Coca-Cola

2,866 hedge funds and large institutions have $184B invested in Coca-Cola in 2023 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 1,206 increasing their positions, 1,166 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+9
Holders Change %
+0.32%
% of All Funds
45.2%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.36%
New
141
Increased
1,206
Reduced
1,166
Closed
111
Calls
$1.86B
Puts
$1.54B
Net Calls
+$316M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Shares
Change %
PWS
2626
Private Wealth Strategies
Ohio
$216K
CMS
2627
Capital Market Strategies
Florida
$216K +$216K +3,588 New
VPP
2628
Vertex Planning Partners
Illinois
$216K +$216K +3,585 New
CGH
2629
CMG Global Holdings
Texas
$216K -$6.5K -108 -3%
EWM
2630
Executive Wealth Management
Michigan
$214K +$361 +6 +0.2%
IFAM
2631
Institutional & Family Asset Management
Colorado
$214K -$7.53K -125 -3%
D
2632
Dentgroup
Louisiana
$213K +$241 +4 +0.1%
SFC
2633
Strategic Financial Concepts
Texas
$213K -$181 -3 -0.1%
OBWG
2634
Onyx Bridge Wealth Group
New York
$213K +$213K +3,534 New
CIM
2635
Chapman Investment Management
California
$213K
WP
2636
WealthSpring Partners
California
$212K +$212K +3,524 New
BFG
2637
Bouchey Financial Group
New York
$212K +$212K +3,517 New
MAM
2638
McLean Asset Management
Virginia
$212K
FWA
2639
FSM Wealth Advisors
Ohio
$211K +$4.11K +69 +2%
AAMC
2640
Asset Allocation & Management Company
Illinois
$211K -$670K -11,130 -76%
TPW
2641
Tiller Private Wealth
Pennsylvania
$210K
NFG
2642
Northeast Financial Group
Pennsylvania
$210K +$9.22K +153 +5%
BMWM
2643
Brown Miller Wealth Management
Virginia
$210K +$3.01K +50 +1%
EBSAM
2644
Eubel Brady & Suttman Asset Management
Ohio
$210K -$264K -4,385 -56%
SWM
2645
Shakespeare Wealth Management
Wisconsin
$210K
SWM
2646
Salvus Wealth Management
New Jersey
$209K -$39K -648 -16%
EWP
2647
Engrave Wealth Partners
Texas
$209K -$3.43K -57 -2%
BA
2648
Ballew Advisors
Mississippi
$209K +$119 +2 +0.1%
WCG
2649
Weaver Consulting Group
California
$209K +$2.53K +42 +1%
BAM
2650
BOS Asset Management
Illinois
$208K +$208K +3,460 New