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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 %
CNBTD
776
Citizens National Bank Trust Department
Mississippi
$4.89M -$11.4K -190 -0.2%
WAM
777
Weatherly Asset Management
California
$4.88M -$38.3K -632 -0.8%
SWA
778
Stratos Wealth Advisors
Ohio
$4.87M +$75.2K +1,248 +2%
CB
779
Cadence Bank
Mississippi
$4.87M +$152K +2,526 +3%
KGC
780
Kennon-Green & Company
Ohio
$4.86M -$156K -2,588 -3%
TMAM
781
Tokio Marine Asset Management
Japan
$4.86M +$136K +2,258 +3%
PA
782
Parallel Advisors
California
$4.85M +$93.8K +1,557 +2%
WFMPM
783
Woodley Farra Manion Portfolio Management
Indiana
$4.83M -$178K -2,932 -4%
HSA
784
HBK Sorce Advisory
Pennsylvania
$4.82M -$105K -1,750 -2%
JWCA
785
J.W. Cole Advisors
Florida
$4.82M -$432K -7,182 -8%
BFG
786
Beacon Financial Group
Texas
$4.79M -$52.2K -870 -1%
RPC
787
Rossmore Private Capital
Connecticut
$4.79M -$136K -2,266 -3%
TFA
788
Teamwork Financial Advisors
Texas
$4.79M +$3.49M +57,910 +268%
AWA
789
Arkadios Wealth Advisors
Georgia
$4.78M +$119K +1,979 +3%
PWP
790
Principle Wealth Partners
Connecticut
$4.77M -$3.13K -52 -0.1%
EP
791
Eudaimonia Partners
Tennessee
$4.76M +$150K +2,484 +3%
LOPW
792
Live Oak Private Wealth
North Carolina
$4.75M -$1.81M -29,976 -28%
NAM
793
NTV Asset Management
West Virginia
$4.72M -$29.6K -492 -0.6%
LBC
794
Lowe Brockenbrough & Co
Virginia
$4.71M -$8.01K -132 -0.2%
Loomis, Sayles & Company
795
Loomis, Sayles & Company
Massachusetts
$4.71M -$778K -12,922 -14%
BTWM
796
Baker Tilly Wealth Management
Wisconsin
$4.68M +$203K +3,371 +5%
SC
797
Schulhoff & Co
Ohio
$4.66M -$72.1K -1,197 -2%
RAG
798
RIA Advisory Group
Iowa
$4.65M +$355K +5,889 +8%
FAM
799
Fred Alger Management
New York
$4.65M
HKIM
800
Hayek Kallen Investment Management
Alabama
$4.65M +$51.1K +849 +1%