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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 %
AIM
1051
Avity Investment Management
Connecticut
$2.64M -$60.2K -1,000 -2%
AAM
1052
Azzad Asset Management
Virginia
$2.63M -$45.1K -749 -2%
PCA
1053
Providence Capital Advisors
North Carolina
$2.63M +$37.3K +620 +1%
CI
1054
CX Institutional
Indiana
$2.62M +$95.6K +1,588 +4%
CCM
1055
Chickasaw Capital Management
Tennessee
$2.62M -$72K -1,195 -3%
CIA
1056
Citadel Investment Advisory
Ohio
$2.61M -$15.1K -250 -0.6%
PIA
1057
Perennial Investment Advisors
California
$2.61M -$60.1K -998 -2%
FNFDCM
1058
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.6M +$125K +2,081 +5%
ZB
1059
Zions Bancorporation
Utah
$2.6M +$3.49K +58 +0.1%
IAM
1060
Innovis Asset Management
Illinois
$2.59M -$542 -9 -0%
LFM
1061
LGT Fund Management
Liechtenstein
$2.59M +$991K +16,450 +62%
HT
1062
Heritage Trust
Oklahoma
$2.59M +$24.1K +401 +0.9%
TCA
1063
Transcend Capital Advisors
New Jersey
$2.57M +$15.4K +255 +0.6%
WMSA
1064
Weiss Multi-Strategy Advisers
New York
$2.56M -$39.4M -654,737 -94%
FIA
1065
FNY Investment Advisers
New York
$2.56M +$692K +11,500 +37%
DPIM
1066
Duff & Phelps Investment Management
Illinois
$2.56M
FFM
1067
Forum Financial Management
Illinois
$2.54M +$204K +3,395 +9%
DGAM
1068
Desjardins Global Asset Management
Quebec, Canada
$2.53M -$349K -5,789 -12%
AWM
1069
Axxcess Wealth Management
California
$2.53M -$1.96M -32,624 -44%
CF
1070
Centaurus Financial
California
$2.52M -$208K -3,448 -8%
VCA
1071
Verdence Capital Advisors
Maryland
$2.52M -$84.1K -1,396 -3%
CWP
1072
CFM Wealth Partners
Texas
$2.52M +$2.11K +35 +0.1%
RIA
1073
Realta Investment Advisors
Delaware
$2.5M +$85.2K +1,415 +4%
JF
1074
Jump Financial
Illinois
$2.5M +$2.11M +35,008 +534%
WKWM
1075
Walter & Keenan Wealth Management
Indiana
$2.5M -$70.2K -1,165 -3%