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Coca-Cola

2,866 hedge funds and large institutions have $184B invested in Coca-Cola in 2023 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 1,206 increasing their positions, 1,166 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+9
Holders Change %
+0.32%
% of All Funds
45.2%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.36%
New
141
Increased
1,206
Reduced
1,166
Closed
111
Calls
$1.86B
Puts
$1.54B
Net Calls
+$316M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Shares
Change %
WHG
701
Westwood Holdings Group
Texas
$5.71M -$80.3K -1,333 -1%
LFA
702
LGT Financial Advisors
Texas
$5.7M
PWP
703
Perfromance Wealth Partners
Illinois
$5.69M +$512K +8,396 +10%
AWM
704
Apollon Wealth Management
South Carolina
$5.68M +$940K +15,614 +20%
SCA
705
Snowden Capital Advisors
New York
$5.68M +$209K +3,465 +4%
CIC
706
Carnegie Investment Counsel
Ohio
$5.68M -$505K -8,392 -8%
FGP
707
Foyston, Gordon, & Payne
Ontario, Canada
$5.64M
SCA
708
Stokes Capital Advisors
South Carolina
$5.64M -$118K -1,961 -2%
Credit Agricole
709
Credit Agricole
France
$5.63M +$1.53M +25,468 +37%
RIA
710
RPG Investment Advisory
California
$5.62M -$46.1K -766 -0.8%
SGI
711
Summit Global Investments
Utah
$5.54M +$5.11M +84,797 +1,176%
PSP
712
Principal Street Partners
Tennessee
$5.54M -$216K -3,588 -4%
H
713
HoyleCohen
California
$5.52M -$17K -282 -0.3%
RIG
714
RiverFront Investment Group
Virginia
$5.52M -$203K -3,374 -4%
HPC
715
HM Payson & Co
Maine
$5.51M +$280K +4,652 +5%
SGCA
716
Steel Grove Capital Advisors
Tennessee
$5.5M +$173K +2,880 +3%
EF
717
Empowered Funds
Pennsylvania
$5.48M +$1.74M +28,889 +46%
EST
718
EA Series Trust
Pennsylvania
$5.48M +$5.48M +91,017 New
OAM
719
Oppenheimer Asset Management
New York
$5.47M -$64.2K -1,066 -1%
CG
720
Colony Group
Massachusetts
$5.45M -$1.43M -23,798 -21%
CMP
721
Coston McIsaac & Partners
Maine
$5.45M +$93.8K +1,558 +2%
CSIC
722
Clifford Swan Investment Counsel
California
$5.44M +$52K +864 +1%
BST
723
Bath Savings Trust
Maine
$5.43M +$3.01K +50 +0.1%
AR
724
Advisory Research
Illinois
$5.43M -$13.5K -224 -0.2%
LCAM
725
London & Capital Asset Management
United Kingdom
$5.41M +$106K +1,755 +2%