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Coca-Cola

2,866 hedge funds and large institutions have $184B invested in Coca-Cola in 2023 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 1,206 increasing their positions, 1,166 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+9
Holders Change %
+0.32%
% of All Funds
45.2%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.36%
New
141
Increased
1,206
Reduced
1,166
Closed
111
Calls
$1.86B
Puts
$1.54B
Net Calls
+$316M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Shares
Change %
SBH
526
Segall Bryant & Hamill
Illinois
$9.98M +$105K +1,743 +1%
KPWS
527
Kestra Private Wealth Services
Texas
$9.96M +$873K +14,505 +10%
USCWA
528
U.S. Capital Wealth Advisors
Texas
$9.94M -$74.6K -1,239 -0.7%
ASN
529
Advisory Services Network
Georgia
$9.94M -$993K -16,485 -9%
HR
530
Howe & Rusling
New York
$9.88M -$51.3K -852 -0.5%
CC
531
Cadinha & Co
Hawaii
$9.83M -$229K -3,799 -2%
RPWA
532
Regent Peak Wealth Advisors
Georgia
$9.83M -$160K -2,664 -2%
KFP
533
KMG Fiduciary Partners
Ohio
$9.65M +$927K +15,389 +11%
CF
534
Clarity Financial
Texas
$9.62M +$9.62M +159,735 New
CS
535
Clear Street
New York
$9.62M +$9.62M +159,700 New
Lido Advisors
536
Lido Advisors
California
$9.6M +$2.12M +35,151 +28%
RSVP
537
Ramsay Stattman Vela & Price
Colorado
$9.51M +$14.5K +240 +0.2%
RBA
538
Richard Bernstein Advisors
New York
$9.33M -$656K -10,889 -7%
UCFA
539
United Capital Financial Advisors
Texas
$9.26M -$559K -9,289 -6%
BAM
540
Bell Asset Management
Australia
$9.26M -$16.9K -281 -0.2%
MGP
541
Metis Global Partners
California
$9.24M -$1.15M -19,030 -11%
SS
542
Simplicity Solutions
Minnesota
$9.19M +$76.2K +1,265 +0.8%
AAIM
543
American Assets Investment Management
California
$9.04M
CWM
544
Calamos Wealth Management
Illinois
$9M -$164K -2,726 -2%
BFG
545
Bleakley Financial Group
New Jersey
$8.9M +$821K +13,633 +10%
GS
546
GTS Securities
New York
$8.88M +$8.88M +147,481 New
Ninety One (UK)
547
Ninety One (UK)
United Kingdom
$8.86M -$8.86M -147,134 -50%
BAM
548
Berkshire Asset Management
Pennsylvania
$8.85M -$11.9K -198 -0.1%
WJWM
549
Williams Jones Wealth Management
New York
$8.85M -$238K -3,953 -3%
SB
550
Simmons Bank
Arkansas
$8.83M -$731K -12,144 -8%