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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 %
GA
2701
GoalVest Advisory
New York
$145K -$27.2K -439 -16%
BC
2702
Barrett & Company
Rhode Island
$145K +$10.5K +170 +8%
PO
2703
Private Ocean
California
$143K
MLA
2704
MB, Levis & Associates
Pennsylvania
$143K
HH
2705
HWG Holdings
Texas
$139K
CCA
2706
Column Capital Advisors
Indiana
$135K -$5.34K -86 -4%
JMF
2707
Johnson Midwest Financial
Iowa
$134K +$7.01K +113 +6%
SCA
2708
Stuart Chaussee & Associates
California
$133K -$11.3K -182 -8%
VIA
2709
Virtus Investment Advisers
Connecticut
$131K
VWM
2710
Valley Wealth Managers
New Jersey
$130K +$5.89K +95 +5%
LWA
2711
Lowe Wealth Advisors
Maryland
$126K
PCTC
2712
Perkins Coie Trust Company
Washington
$125K +$10.6K +171 +9%
HCM
2713
Hollencrest Capital Management
California
$124K -$48.2K -777 -28%
BAM
2714
Byrne Asset Management
New Jersey
$124K -$4.64K -75 -4%
TIM
2715
Tortoise Investment Management
New York
$117K +$682 +11 +0.6%
MFA
2716
McClarren Financial Advisors
Pennsylvania
$115K -$122 -2 -0.1%
PA
2717
PSI Advisors
Florida
$113K
LD
2718
Lipe & Dalton
New York
$112K
LIA
2719
Luken Investment Analytics
Tennessee
$112K -$12.4K -200 -10%
EARNEST Partners
2720
EARNEST Partners
Georgia
$110K
ACM
2721
Antonetti Capital Management
Florida
$109K
BA
2722
Bellwether Advisors
Nebraska
$108K -$620 -10 -0.6%
Commonwealth Equity Services
2723
Commonwealth Equity Services
Massachusetts
$107K -$515 -8,308 -0.5%
ICM
2724
Islay Capital Management
Texas
$106K
HF
2725
Halpern Financial
Virginia
$95.3K -$3.04K -49 -3%