KO icon

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 %
MGIA
826
Moneta Group Investment Advisors
Missouri
$4.2M -$115K -2,053 -3%
TA
827
Tectonic Advisors
Texas
$4.19M +$384K +6,863 +10%
RA
828
RFG Advisory
Alabama
$4.18M +$407K +7,274 +11%
LDB
829
Lee, Danner & Bass
Tennessee
$4.16M -$554K -9,900 -12%
WWM
830
Western Wealth Management
Colorado
$4.15M -$1.29K -23 -0%
CB
831
Cadence Bank
Mississippi
$4.15M -$378K -6,757 -8%
WSTAM
832
Wilbanks Smith & Thomas Asset Management
Virginia
$4.09M -$191K -3,413 -4%
SCP
833
Sandhill Capital Partners
New York
$4.08M +$66.7K +1,191 +2%
CC
834
Chicago Capital
Illinois
$4.08M +$2.86K +51 +0.1%
FTDI
835
First Trust Direct Indexing
Massachusetts
$4.05M +$229K +4,086 +6%
CIA
836
Covington Investment Advisors
Pennsylvania
$4.04M +$354K +6,320 +10%
TCM
837
Tufton Capital Management
Maryland
$4.03M -$26.4K -471 -0.6%
CAG
838
Csenge Advisory Group
Florida
$4.02M -$31.9K -570 -0.8%
EA
839
Ellsworth Advisors
Ohio
$4M +$78K +1,435 +2%
GH
840
GAM Holding
Switzerland
$3.99M +$20.2K +361 +0.5%
SGI
841
Summit Global Investments
Utah
$3.98M -$1.17M -20,929 -23%
DA
842
Duality Advisers
Florida
$3.98M +$3.98M +71,058 New
WIS
843
Wright Investors Service
Connecticut
$3.97M +$1.66M +29,628 +72%
PL
844
Parthenon LLC
Kentucky
$3.97M
CM
845
Capula Management
Cayman Islands
$3.96M +$3.96M +70,693 New
LNC
846
Lincoln National Corp
Pennsylvania
$3.93M +$93.5K +1,671 +2%
FMWA
847
Forvis Mazars Wealth Advisors
Missouri
$3.93M +$1.3M +23,270 +50%
LIM
848
Leavell Investment Management
Alabama
$3.92M -$37K -656 -0.9%
RC
849
RBF Capital
California
$3.92M -$1.68M -30,000 -30%
TCOV
850
Trust Company of Vermont
Vermont
$3.9M +$157K +2,799 +4%