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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 %
SFCL
2776
Strengthening Families & Communities LLC
Massachusetts
$43.8K +$1.15K +600 +3%
RAM
2777
Riggs Asset Management
Pennsylvania
$43.4K
SSC
2778
Syverson Strege & Co
Iowa
$43.3K
AS
2779
Altshuler Shaham
Israel
$42.9K -$7.38K -119 -15%
GFWA
2780
Grey Fox Wealth Advisors
Delaware
$41.7K +$3.56K +57 +9%
AIM
2781
Arcadia Investment Management
Michigan
$40.8K +$1.67K +27 +4%
FCG
2782
Financial Connections Group
California
$40K
RTL
2783
Red Tortoise LLC
Georgia
$38K -$60.1K -969 -61%
CIR
2784
Clear Investment Research
Georgia
$37.3K +$10.5K +169 +39%
BHWM
2785
Beaird Harris Wealth Management
Texas
$37K -$7.87K -127 -18%
RG
2786
Retirement Group
California
$34K
MWC
2787
MBM Wealth Consultants
Missouri
$34K
CAM
2788
Costello Asset Management
Pennsylvania
$33.6K
HWM
2789
Horizons Wealth Management
North Carolina
$32.6K
OCM
2790
Osterweis Capital Management
California
$31.6K
NC
2791
NewSquare Capital
Pennsylvania
$31.5K +$12.1K +195 +63%
BBPWM
2792
Blue Bell Private Wealth Management
Pennsylvania
$31.1K
KFP
2793
KB Financial Partners
New Jersey
$31K
ORAM
2794
One River Asset Management
Connecticut
$30.7K +$30.7K +496 New
WAM
2795
WFA Asset Management
Wisconsin
$29.9K
PG
2796
Proffitt & Goodson
Tennessee
$29.6K
WAM
2797
Wolverine Asset Management
Illinois
$29.5K -$1.68M -27,073 -98%
RWM
2798
Ruedi Wealth Management
Illinois
$28.6K -$8.07K -130 -22%
AW
2799
Avion Wealth
Texas
$28K +$125 +2 +0.4%
VWM
2800
Venturi Wealth Management
Texas
$25.4K +$25.4K +410 New