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Coca-Cola

2,866 hedge funds and large institutions have $195B invested in Coca-Cola in 2022 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 1,182 increasing their positions, 1,038 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+141
Holders Change %
+5.17%
% of All Funds
46.24%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
1.92%
New
307
Increased
1,182
Reduced
1,038
Closed
111
Calls
$2.91B
Puts
$2.14B
Net Calls
+$772M
Net Calls Change
+$597M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
2676
Ellevest Inc
New York
$187K +$95K +1,493 +103%
LAM
2677
Lakewood Asset Management
Illinois
$186K +$186K +2,922 New
SIC
2678
SJS Investment Consulting
Ohio
$185K +$5.41K +85 +3%
BCM
2679
Bourgeon Capital Management
Connecticut
$178K +$20.1K +316 +13%
JFGIW
2680
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$177K +$11.6K +182 +7%
GA
2681
GoalVest Advisory
New York
$177K
HCM
2682
Hollencrest Capital Management
California
$177K +$177K +2,777 New
AWM
2683
Accel Wealth Management
Iowa
$174K -$16.6K -261 -9%
CWA
2684
Clearview Wealth Advisors
Oregon
$172K +$1.15K +18 +0.7%
FP
2685
Financial Perspectives
Minnesota
$172K +$1.59K +25 +0.9%
KIG
2686
Kessler Investment Group
Indiana
$170K +$10.6K +167 +7%
ACA
2687
Atlas Capital Advisors
Wyoming
$167K
RA
2688
Rise Advisors
New York
$163K +$23.7K +372 +17%
TSWM
2689
Tyler-Stone Wealth Management
Ohio
$161K
FCT
2690
First Community Trust
Iowa
$159K
FWM
2691
Focused Wealth Management
New York
$157K +$445 +7 +0.3%
ACM
2692
AUA Capital Management
Pennsylvania
$155K
TCA
2693
Trifecta Capital Advisors
Illinois
$153K +$153K +2,411 New
BAAM
2694
Baker Avenue Asset Management
California
$152K -$182K -2,869 -54%
MWM
2695
MinichMacGregor Wealth Management
New York
$152K +$152K +2,389 New
SC
2696
Seldon Capital
California
$152K
CTB
2697
Country Trust Bank
Illinois
$152K -$41.8K -657 -22%
DJSG
2698
D.J. St. Germain
Massachusetts
$152K +$14.5K +2,131 +11%
SCA
2699
Stuart Chaussee & Associates
California
$148K
PO
2700
Private Ocean
California
$147K -$135K -2,124 -48%