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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 %
FSWA
2726
Financial Synergies Wealth Advisors
Texas
$94.8K +$41.2K +665 +77%
OCM
2727
Orion Capital Management
California
$93K -$19.4K -312 -17%
AWM
2728
AllSquare Wealth Management
New York
$92.8K
OLVIG
2729
Oliver Lagore Vanvalin Investment Group
Michigan
$90.5K
CJL
2730
Cyrus J. Lawrence
New York
$90K -$744 -12 -0.8%
WCMN
2731
Westchester Capital Management (Nebraska)
Nebraska
$87.2K
OA
2732
Operose Advisors
Wisconsin
$86.8K -$8.37K -135 -9%
KFS
2733
Kelly Financial Services
Massachusetts
$86.5K +$10.6K +171 +14%
PCM
2734
Pointe Capital Management
Michigan
$86.4K +$86.4K +1,393 New
HIM
2735
Hillsdale Investment Management
Ontario, Canada
$84.6K +$21.7K +350 +35%
GWSA
2736
Global Wealth Strategies & Associates
Colorado
$84.2K +$12.3K +198 +17%
GWM
2737
Guardian Wealth Management
Illinois
$82.7K -$248 -4 -0.3%
OIA
2738
Optimum Investment Advisors
Illinois
$80.5K
TF
2739
TimeScale Financial
Massachusetts
$79.6K -$1.24K -20 -2%
HPG
2740
Harvest Portfolios Group
Ontario, Canada
$78.2K +$78.2K +1,260 New
TCM
2741
Tradewinds Capital Management
Washington
$75.4K -$10.2K -165 -12%
CAL
2742
Capital Advisors Ltd
Ohio
$74K -$116K -1,854 -61%
FWA
2743
FSC Wealth Advisors
New York
$71.5K
FFL
2744
Financial Freedom LLC
Ohio
$71.5K
DWMG
2745
DB Wealth Management Group
California
$70.4K
AWM
2746
Abound Wealth Management
Tennessee
$69.8K +$18.3K +295 +35%
TAIM
2747
TD Ameritrade Investment Management
Nebraska
$68K +$1.12K +18 +2%
PP
2748
Pacifica Partners
Canada
$67.4K
FFA
2749
Fairfield Financial Advisors
Massachusetts
$65.1K
HB
2750
Horizon Bancorp
Indiana
$64K -$489K -7,908 -88%