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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 %
FA
2626
Fountainhead AM
New Jersey
$201K +$12.3K +220 +7%
DAM
2627
Draper Asset Management
New York
$201K +$201K +3,590 New
CGH
2628
CMG Global Holdings
Texas
$200K
OMC
2629
Old Mission Capital
Illinois
$200K +$200K +3,573 New
TC
2630
Truvestments Capital
Florida
$195K +$12.1K +216 +7%
KIG
2631
Kessler Investment Group
Indiana
$194K +$38.6K +689 +25%
RCG
2632
Rock Creek Group
District of Columbia
$193K -$193K -3,450 -50%
PPWM
2633
PFG Private Wealth Management
Florida
$191K -$199K -3,549 -51%
CM
2634
Castleark Management
Illinois
$190K
CH
2635
Canton Hathaway
Rhode Island
$189K
JEST
2636
JTC Employer Solutions Trustee
Jersey
$187K
Legacy Financial Group (Iowa)
2637
Legacy Financial Group (Iowa)
Iowa
$186K +$186K +3,329 New
CB
2638
Centennial Bank
Arkansas
$186K +$83.4K +1,489 +81%
PMFA
2639
Plante Moran Financial Advisors
Michigan
$184K -$3.14K -56 -2%
BAM
2640
Bellevue Asset Management
Washington
$179K +$280 +5 +0.2%
SIM
2641
Studio Investment Management
Illinois
$178K +$9.31K +165 +6%
TWM
2642
Tradition Wealth Management
Minnesota
$178K +$3.52K +63 +2%
MWM
2643
Mascoma Wealth Management
New Hampshire
$177K
PK
2644
Pflug Koory
Nebraska
$176K -$78.4K -1,400 -31%
IRAG
2645
Investment Research & Advisory Group
Georgia
$175K
HB
2646
Horizon Bancorp
Indiana
$172K +$95.4K +1,700 +124%
APW
2647
Acima Private Wealth
Virginia
$170K
SOW
2648
State of Wyoming
Wyoming
$170K +$170K +3,039 New
C
2649
Covestor
United Kingdom
$169K +$5.54K +99 +3%
AT
2650
Avalon Trust
New Mexico
$164K -$28K -500 -15%