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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 %
DIP
676
DT Investment Partners
Pennsylvania
$5.77M +$1.16M +20,781 +25%
B
677
Bailard
California
$5.77M -$123K -2,194 -2%
BOH
678
Bank of Hawaii
Hawaii
$5.76M +$79.2K +1,415 +1%
VWA
679
Visionary Wealth Advisors
Illinois
$5.76M +$40.2K +718 +0.7%
SAM
680
Shell Asset Management
Netherlands
$5.75M -$7.41M -132,325 -56%
SAM
681
Synergy Asset Management
Washington
$5.74M +$986K +17,605 +21%
DWM
682
Destination Wealth Management
California
$5.74M -$99.3K -1,773 -2%
EWA
683
Exencial Wealth Advisors
Oklahoma
$5.72M -$502K -8,966 -8%
AIM
684
AHL Investment Management
Florida
$5.69M +$112 +2 +0%
BA
685
BCM Advisors
Louisiana
$5.67M
CK
686
Cohen Klingenstein
New York
$5.67M
MCP
687
Martin Capital Partners
Oregon
$5.61M +$8.06K +144 +0.1%
BM
688
Bislett Management
California
$5.6M
WW
689
Windle Wealth
Oklahoma
$5.59M +$181K +3,228 +3%
SPC
690
Sigma Planning Corp
Michigan
$5.59M -$72.9K -1,302 -1%
PGIM
691
Pacific Global Investment Management
California
$5.57M -$63.3K -1,130 -1%
BWS
692
Buck Wealth Strategies
Colorado
$5.56M +$560K +9,998 +11%
AO
693
Allen Operations
New York
$5.55M
PWP
694
Perfromance Wealth Partners
Illinois
$5.52M +$300K +5,358 +6%
WAM
695
Wolverine Asset Management
Illinois
$5.49M +$2.06M +36,781 +60%
CF
696
Covea Finance
France
$5.46M
AAM
697
Auxier Asset Management
Oregon
$5.44M -$118K -2,104 -2%
MNBTD
698
Moody National Bank Trust Division
Texas
$5.44M +$517K +9,243 +11%
O
699
Ossiam
France
$5.39M -$34.4M -615,261 -86%
SC
700
Stolper & Co
Oklahoma
$5.39M +$12.7K +226 +0.2%