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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 %
FTA
751
Financial & Tax Architects
Missouri
$5.19M +$256K +4,128 +5%
PPW
752
Parcion Private Wealth
Washington
$5.19M +$499K +8,050 +11%
KGC
753
Kennon-Green & Company
Ohio
$5.17M -$102K -1,647 -2%
BWS
754
Buck Wealth Strategies
Colorado
$5.16M +$5.16M +83,115 New
WFMPM
755
Woodley Farra Manion Portfolio Management
Indiana
$5.15M -$65.8K -1,058 -1%
FLI
756
Family Legacy Inc
South Carolina
$5.12M +$45K +726 +0.9%
HSA
757
HBK Sorce Advisory
Pennsylvania
$5.08M -$4.89M -78,783 -49%
RPC
758
Rossmore Private Capital
Connecticut
$5.07M -$13.3K -214 -0.3%
MBTD
759
Mechanics Bank - Trust Department
California
$5.07M -$54.3K -875 -1%
MYLI
760
Meiji Yasuda Life Insurance
Japan
$5.07M +$748K +12,061 +17%
WAM
761
Weatherly Asset Management
California
$5.06M -$17.1K -274 -0.3%
BFG
762
Beacon Financial Group
Texas
$5.06M -$46.1K -736 -0.9%
CNBTD
763
Citizens National Bank Trust Department
Mississippi
$5.05M -$9.3K -150 -0.2%
GRP
764
Global Retirement Partners
California
$5.05M +$699K +10,987 +16%
HA
765
Hamel Associates
New Jersey
$5.04M +$12.4K +200 +0.2%
BCCM
766
Bridge Creek Capital Management
Massachusetts
$5.03M +$32.6K +525 +0.7%
SAM
767
Synergy Asset Management
Washington
$5.03M +$404K +6,519 +9%
AAM
768
Aureus Asset Management
Massachusetts
$5.01M +$515K +8,299 +11%
ACM
769
Argyle Capital Management
Pennsylvania
$4.96M
TCM
770
Twin Capital Management
Pennsylvania
$4.94M -$821K -13,229 -14%
SWA
771
Stratos Wealth Advisors
Ohio
$4.94M +$3.6K +58 +0.1%
HCM
772
Howland Capital Management
Massachusetts
$4.93M -$96.6K -1,545 -2%
KHCM
773
Kettle Hill Capital Management
New York
$4.91M +$4.91M +79,232 New
PWP
774
Principle Wealth Partners
Connecticut
$4.91M -$62.8K -1,013 -1%
HIC
775
Harvey Investment Company
Kentucky
$4.91M -$40.3K -650 -0.8%