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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 %
TCBWMS
2901
Texas Capital Bank Wealth Management Services
Texas
-$282K -4,676 Closed
MFP
2902
Meridian Financial Partners
Virginia
-$288K -4,615 Closed
CWM
2903
Castle Wealth Management
Florida
-$271K -4,473 Closed
TFCP
2904
Twin Focus Capital Partners
Massachusetts
-$264K -4,389 Closed
KTM
2905
Keeler Thomas Management
Utah
-$263K -4,375 Closed
WSWA
2906
Warren Street Wealth Advisors
California
-$262K -4,343 Closed
FFA
2907
Fi3 Financial Advisors
Indiana
-$248K -4,121 Closed
DIS
2908
Diversified Investment Strategies
Louisiana
-$246K -4,090 Closed
EP
2909
Essential Planning
New Hampshire
-$238K -3,944 Closed
MF
2910
Manchester Financial
California
-$236K -3,919 Closed
CBB
2911
Citizens Business Bank
California
-$235K -3,900 Closed
CFO
2912
Collective Family Office
Pennsylvania
-$235K -3,897 Closed
WFA
2913
WMG Financial Advisors
Tennessee
-$233K -3,869 Closed
AC
2914
ASB Consultores
Florida
-$230K -3,822 Closed
CWA
2915
CM Wealth Advisors
Ohio
-$237K -3,796 Closed
AWS
2916
Aspen Wealth Strategies
Colorado
-$226K -3,746 Closed
FPIS
2917
Financial Planning & Information Services
Wisconsin
-$224K -3,715 Closed
MWM
2918
MBE Wealth Management
Wisconsin
-$221K -3,670 Closed
PW
2919
Peninsula Wealth
California
-$220K -3,659 Closed
KJHP
2920
K.J. Harrison & Partners
Ontario, Canada
-$219K -3,657 Closed
RCG
2921
Resource Consulting Group
Florida
-$219K -3,634 Closed
MWPCG
2922
Measured Wealth Private Client Group
New Hampshire
-$218K -3,626 Closed
5SA
2923
5th Street Advisors
Connecticut
-$217K -3,600 Closed
CMS
2924
Capital Market Strategies
Florida
-$216K -3,588 Closed
VPP
2925
Vertex Planning Partners
Illinois
-$216K -3,585 Closed