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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 %
WS
651
Wedbush Securities
California
$6.2M +$79.2K +1,415 +1%
DIA
652
Dana Investment Advisors
Wisconsin
$6.2M +$603K +10,777 +11%
FLPIM
653
F.L. Putnam Investment Management
Massachusetts
$6.18M +$2.8M +50,000 +83%
AWM
654
Atticus Wealth Management
Florida
$6.15M +$1.96K +35 +0%
LKIM
655
Lawson Kroeker Investment Management
Nebraska
$6.12M -$16.8K -300 -0.3%
DWP
656
Daymark Wealth Partners
Ohio
$6.08M +$3.01M +101,369 +98%
DP
657
Dearborn Partners
Illinois
$6.06M -$151K -2,694 -2%
EH
658
Equitable Holdings
New York
$6.06M +$737K +13,165 +14%
GAB
659
German American Bancorp
Indiana
$6.04M +$81.2K +1,450 +1%
BHIA
660
Birch Hill Investment Advisors
Massachusetts
$6.02M -$62.7K -1,120 -1%
HFS
661
Haverford Financial Services
Pennsylvania
$6.02M -$11.9K -213 -0.2%
WTC
662
WhitTier Trust Company
Nevada
$6.01M -$94.6K -1,690 -2%
SW
663
SVB Wealth
Massachusetts
$6.01M -$499K -8,920 -8%
CSPIA
664
Cary Street Partners Investment Advisory
Virginia
$5.98M +$392K +7,003 +7%
SIMG
665
Sonora Investment Management Group
Arizona
$5.96M -$32.9K -587 -0.5%
EVM
666
Evelyn V. Moreno
$5.95M +$482K +8,610 +9%
LNWWM
667
Laird Norton Wetherby Wealth Management
California
$5.9M -$99.2K -1,772 -2%
CCM
668
Coldstream Capital Management
Washington
$5.89M -$443K -7,922 -7%
BSA
669
Bull Street Advisors
Georgia
$5.87M +$12.6K +225 +0.2%
OCAM
670
Onex Canada Asset Management
Ontario, Canada
$5.84M -$1.02M -18,212 -15%
VFA
671
Valeo Financial Advisors
Indiana
$5.84M +$342K +7,795 +6%
SWA
672
Stratos Wealth Advisors
Ohio
$5.83M +$1.3M +23,263 +29%
CNBT
673
Canandaigua National Bank & Trust
New York
$5.82M +$288K +5,138 +5%
LA
674
Lynch & Associates
Indiana
$5.81M -$89.1K -1,591 -2%
CWM
675
Cornerstone Wealth Management
Missouri
$5.78M +$157K +2,801 +3%