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Coca-Cola

2,857 hedge funds and large institutions have $189B invested in Coca-Cola in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,125 increasing their positions, 1,123 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,857
Holders Change
-9
Holders Change %
-0.31%
% of All Funds
45.73%
Holding in Top 10
91
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-23.53%
% of All Funds
1.46%
New
158
Increased
1,125
Reduced
1,123
Closed
103
Calls
$2.32B
Puts
$1.76B
Net Calls
+$566M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
2676
Studio Investment Management
Illinois
$195K -$94.3K -1,502 -33%
C
2677
Covestor
United Kingdom
$194K +$12K +194 +7%
WWP
2678
WR Wealth Planners
Missouri
$190K +$169K +2,723 +799%
TFP
2679
Tilia Fiduciary Partners
North Carolina
$189K
APW
2680
Acima Private Wealth
Virginia
$189K
AAP
2681
Arax Advisory Partners
Colorado
$186K +$1.92K +31 +1%
OBWP
2682
O'Brien Wealth Partners
Massachusetts
$181K -$103K -1,660 -36%
BCM
2683
Bourgeon Capital Management
Connecticut
$174K
SIC
2684
SJS Investment Consulting
Ohio
$173K -$7.51K -121 -4%
KIG
2685
Kessler Investment Group
Indiana
$172K +$6.14K +99 +4%
TWM
2686
Tradition Wealth Management
Minnesota
$172K +$42.7K +688 +33%
BAAM
2687
Baker Avenue Asset Management
California
$170K +$21.4K +345 +14%
AWM
2688
Accel Wealth Management
Iowa
$170K
VCM
2689
Versant Capital Management
Arizona
$168K +$162K +2,615 +2,842%
FP
2690
Financial Perspectives
Minnesota
$167K
ACA
2691
Atlas Capital Advisors
Wyoming
$163K
SC
2692
Schubert & Co
Texas
$157K -$47.4K -764 -23%
CWA
2693
Clearview Wealth Advisors
Oregon
$157K -$11.5K -185 -7%
FCT
2694
First Community Trust
Iowa
$155K
FWM
2695
Focused Wealth Management
New York
$153K
CA
2696
Centerpoint Advisors
Massachusetts
$150K +$39.1K +630 +35%
TCA
2697
Trifecta Capital Advisors
Illinois
$150K
WIM
2698
WealthPlan Investment Management
Nebraska
$149K -$551K -8,880 -79%
CA
2699
Crewe Advisors
Utah
$148K +$39.2K +632 +36%
CTB
2700
Country Trust Bank
Illinois
$148K