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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 %
LFA
701
LGT Financial Advisors
Texas
$5.87M
RIA
702
RPG Investment Advisory
California
$5.84M +$69.4K +1,118 +1%
FGP
703
Foyston, Gordon, & Payne
Ontario, Canada
$5.81M
BCM
704
Birmingham Capital Management
Alabama
$5.77M -$99.9K -1,610 -2%
H
705
HoyleCohen
California
$5.7M -$29.1K -469 -0.5%
OAM
706
Oppenheimer Asset Management
New York
$5.7M -$58K -935 -1%
HEIP
707
Hudson Edge Investment Partners
New Jersey
$5.67M +$1.8M +28,967 +46%
ISL
708
Ingalls & Snyder LLC
New York
$5.66M +$5.64K +91 +0.1%
Loomis, Sayles & Company
709
Loomis, Sayles & Company
Massachusetts
$5.65M +$89.8K +1,448 +2%
SCA
710
Snowden Capital Advisors
New York
$5.64M +$690K +11,121 +14%
WCM
711
Wallace Capital Management
Texas
$5.64M -$41.9K -675 -0.7%
ONB
712
Old National Bancorp
Indiana
$5.62M -$698K -11,249 -11%
AR
713
Advisory Research
Illinois
$5.6M -$4.63M -74,577 -45%
BST
714
Bath Savings Trust
Maine
$5.59M +$6.45K +104 +0.1%
BL
715
Balentine LLC
Georgia
$5.58M -$2.51M -40,445 -31%
FCCM
716
First City Capital Management
Georgia
$5.57M -$23.3K -363 -0.4%
BHWA
717
Beacon Harbor Wealth Advisors
Virginia
$5.57M -$53.5K -863 -1%
SA
718
Sicart Associates
New York
$5.56M -$863K -13,810 -13%
CSIC
719
Clifford Swan Investment Counsel
California
$5.55M +$42.1K +679 +0.8%
LSA
720
L & S Advisors
California
$5.53M +$4.83M +77,845 +689%
YL
721
YCG LLC
Texas
$5.52M -$11K -178 -0.2%
CMP
722
Coston McIsaac & Partners
Maine
$5.52M +$174K +2,803 +3%
SGCA
723
Steel Grove Capital Advisors
Tennessee
$5.48M +$190K +3,060 +4%
TCOT
724
Trust Company of Toledo
Ohio
$5.48M +$138K +2,232 +3%
LCAM
725
London & Capital Asset Management
United Kingdom
$5.47M -$94.7K -1,526 -2%