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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 %
LWCFA
601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.21M -$371K -6,497 -5%
IC
602
IEQ Capital
California
$7.2M -$568K -10,151 -7%
ANTB
603
AMG National Trust Bank
Colorado
$7.2M +$13.2K +236 +0.2%
SRIM
604
Saratoga Research & Investment Management
California
$7.18M -$167K -2,986 -2%
ACIM
605
Azimuth Capital Investment Management
Michigan
$7.16M +$16.6K +297 +0.2%
SVWAG
606
Sound View Wealth Advisors Group
Georgia
$7.16M +$192K +3,424 +3%
JIM
607
Jensen Investment Management
Oregon
$7.12M -$56K -1,000 -0.8%
FMII
608
Farmers & Merchants Investments Inc
Nebraska
$7.12M -$482K -8,618 -6%
SWM
609
Spire Wealth Management
Virginia
$7.06M +$3.51M +62,679 +99%
WAS
610
Wesleyan Assurance Society
United Kingdom
$7M
RBA
611
Richard Bernstein Advisors
New York
$6.99M -$1.69M -30,154 -19%
AIM
612
Anchor Investment Management
South Carolina
$6.98M +$487K +8,697 +7%
SIA
613
Soltis Investment Advisors
Utah
$6.98M +$416K +7,439 +6%
CB
614
Community Bank
New York
$6.97M -$569K -10,166 -8%
M
615
MOTCO
Texas
$6.88M -$141K -2,511 -2%
NMIMC
616
Northwestern Mutual Investment Management Company
Wisconsin
$6.88M +$3.98K +71 +0.1%
ET
617
Equitable Trust
Tennessee
$6.87M -$41.9K -748 -0.6%
EHC
618
Everett Harris & Co
California
$6.84M -$55.7K -995 -0.8%
HAI
619
Hennessy Advisors Inc
California
$6.84M +$246K +4,400 +4%
AIM
620
Artemis Investment Management
United Kingdom
$6.83M -$184K -3,287 -3%
CAG
621
Crestwood Advisors Group
Massachusetts
$6.79M +$269K +4,812 +4%
RB
622
Rodgers Brothers
Pennsylvania
$6.76M +$395K +7,052 +6%
PWLP
623
Prio Wealth Limited Partnership
Massachusetts
$6.76M -$43.7K -780 -0.6%
KWM
624
Kingsview Wealth Management
Oregon
$6.62M +$329K +5,885 +5%
AAB
625
ABN AMRO Bank
Netherlands
$6.57M +$18.1K +324 +0.3%