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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 %
OBWP
2651
O'Brien Wealth Partners
Massachusetts
$163K +$56 +1 +0%
WOSD
2652
WFA of San Diego
California
$162K
CAL
2653
Capital Advisors Ltd
Ohio
$162K -$12.6K -225 -7%
RFA
2654
Resurgent Financial Advisors
Georgia
$161K -$14.3K -256 -8%
VCM
2655
Versant Capital Management
Arizona
$160K +$7.17K +128 +5%
AAP
2656
Arax Advisory Partners
Colorado
$160K -$6.94K -124 -4%
BC
2657
Barrett & Company
Rhode Island
$159K
BCM
2658
Bourgeon Capital Management
Connecticut
$157K
SIC
2659
SJS Investment Consulting
Ohio
$157K +$1.4K +25 +0.9%
RA
2660
Rational Advisors
New York
$153K -$113K -2,013 -42%
TSWM
2661
Tyler-Stone Wealth Management
Ohio
$153K +$25.8K +461 +20%
VAG
2662
VisionPoint Advisory Group
Texas
$149K +$61.5K +1,099 +70%
ACA
2663
Atlas Capital Advisors
Wyoming
$147K
RW
2664
RVW Wealth
California
$146K +$146K +2,613 New
PO
2665
Private Ocean
California
$146K
IPW
2666
Impact Partnership Wealth
Georgia
$143K +$97.4K +1,740 +214%
SC
2667
Stephens Consulting
Michigan
$143K +$89.6K +1,600 +168%
SAS
2668
Stelac Advisory Services
New York
$136K
FWM
2669
Focused Wealth Management
New York
$135K -$3.02K -54 -2%
FCT
2670
First Community Trust
Iowa
$135K
TCA
2671
Trifecta Capital Advisors
Illinois
$135K
MS
2672
Mizuho Securities
Japan
$134K -$633K -11,300 -82%
CTB
2673
Country Trust Bank
Illinois
$134K
JMF
2674
Johnson Midwest Financial
Iowa
$131K +$672 +12 +0.5%
CP
2675
Castleview Partners
Texas
$130K -$11.8K -210 -8%