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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 %
PMG
626
ProVise Management Group
Florida
$7.26M -$340K -5,477 -4%
VI
627
Vestcor Inc
New Brunswick, Canada
$7.25M +$716K +11,544 +11%
MBT
628
Montecito Bank & Trust
California
$7.19M -$29.8K -480 -0.4%
CCM
629
Coldstream Capital Management
Washington
$7.15M +$147K +2,375 +2%
IWC
630
Integrated Wealth Concepts
Massachusetts
$7.14M +$573K +9,245 +9%
SIC
631
Salem Investment Counselors
North Carolina
$7.13M -$230K -3,692 -3%
TNB
632
Thomasville National Bank
Georgia
$7.13M -$6.2K -100 -0.1%
CG
633
Colony Group
Massachusetts
$7.09M -$2.03M -32,663 -22%
SCM
634
Stonebridge Capital Management
California
$7.08M -$518K -8,350 -7%
BWM
635
BerganKDV Wealth Management
Minnesota
$7.08M +$219K +3,524 +3%
B
636
Bailard
California
$7.03M -$94.5K -1,524 -1%
PCIA
637
Prime Capital Investment Advisors
Kansas
$7.02M -$4.11M -66,329 -37%
VFM
638
Viking Fund Management
North Dakota
$7.01M
MCM
639
Monarch Capital Management
Indiana
$7M -$154K -2,465 -2%
LNWWM
640
Laird Norton Wetherby Wealth Management
California
$7M +$321K +5,178 +5%
TI
641
Trexquant Investment
Connecticut
$6.95M -$4.25M -68,438 -38%
DP
642
Dearborn Partners
Illinois
$6.93M -$103K -1,664 -1%
EWA
643
Exencial Wealth Advisors
Oklahoma
$6.91M -$579K -9,327 -8%
APP
644
Avantax Planning Partners
Iowa
$6.9M -$249K -4,020 -3%
RB
645
Rodgers Brothers
Pennsylvania
$6.88M -$145K -2,337 -2%
JFG
646
Jefferies Financial Group
New York
$6.86M +$6.23M +100,484 +1,001%
FCBT
647
First Citizens Bank & Trust
North Carolina
$6.85M +$1.35M +21,718 +24%
SIMG
648
Sonora Investment Management Group
Arizona
$6.84M -$14.2K -229 -0.2%
AWM
649
Atticus Wealth Management
Florida
$6.83M -$307K -4,955 -4%
LKIM
650
Lawson Kroeker Investment Management
Nebraska
$6.8M +$5.75M +92,707 +546%