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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 %
ICM
2701
Islay Capital Management
Texas
$86.6K -$9.18K -164 -10%
CFS
2702
CGC Financial Services
Oregon
$85.5K -$56K -1,000 -40%
ORAM
2703
One River Asset Management
Connecticut
$85.1K +$85.1K +1,524 New
AWM
2704
AllSquare Wealth Management
New York
$83.7K
OLVIG
2705
Oliver Lagore Vanvalin Investment Group
Michigan
$81.3K -$336 -6 -0.4%
CJL
2706
Cyrus J. Lawrence
New York
$81K
NICM
2707
Neo Ivy Capital Management
New York
$79K +$79K +1,416 New
OIA
2708
Optimum Investment Advisors
Illinois
$78.4K +$5.71K +102 +8%
FFA
2709
Fairfield Financial Advisors
Massachusetts
$77.4K -$4.48K -80 -5%
FSWA
2710
Financial Synergies Wealth Advisors
Texas
$77.3K +$672 +12 +0.9%
GWSA
2711
Global Wealth Strategies & Associates
Colorado
$76.2K +$112 +2 +0.1%
AWM
2712
Abound Wealth Management
Tennessee
$75.7K -$2.02K -36 -3%
CAS
2713
Coppell Advisory Solutions
Texas
$75.2K -$65.3K -1,027 -46%
FWA
2714
FSC Wealth Advisors
New York
$73.4K +$7.9K +141 +12%
HF
2715
Halpern Financial
Virginia
$72.8K -$11.2K -200 -13%
KFS
2716
Kelly Financial Services
Massachusetts
$70.4K -$8.12K -145 -10%
GWM
2717
Guardian Wealth Management
Illinois
$70.4K -$4.54K -81 -6%
TCM
2718
Tradewinds Capital Management
Washington
$65.4K +$168 +3 +0.3%
FFL
2719
Financial Freedom LLC
Ohio
$64.8K -$112 -2 -0.2%
DWMG
2720
DB Wealth Management Group
California
$63.5K
SWM
2721
Sanctuary Wealth Management
Idaho
$56.4K
SGC
2722
Slocum, Gordon & Co
Rhode Island
$56K
MCA
2723
Maryland Capital Advisors
Maryland
$56K
RL
2724
Rogco LP
Oklahoma
$56K +$56K +1,000 New
YAL
2725
Your Advocates Ltd
Texas
$55.9K