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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 %
SWM
1101
Sugarloaf Wealth Management
Georgia
$2.24M -$6.94K -124 -0.3%
ACM
1102
Allred Capital Management
Texas
$2.23M +$14.2K +253 +0.6%
SIC
1103
Sterling Investment Counsel
New York
$2.22M +$27.2K +485 +1%
FWTB
1104
First Western Trust Bank
Colorado
$2.2M -$50.6K -903 -2%
SIAG
1105
Signet Investment Advisory Group
Rhode Island
$2.19M +$34.1K +609 +2%
ACA
1106
Anchor Capital Advisors
Massachusetts
$2.19M -$6.77K -121 -0.3%
MGWM
1107
Marks Group Wealth Management
Minnesota
$2.18M -$137K -2,443 -6%
TF
1108
Tompkins Financial
New York
$2.18M -$473K -8,451 -18%
NP
1109
Nilsine Partners
Colorado
$2.17M -$98.6K -1,762 -4%
AUB
1110
Atlantic Union Bankshares
Virginia
$2.16M +$63K +1,125 +3%
CA
1111
CoreCap Advisors
Michigan
$2.15M +$21.2K +379 +1%
MSFS
1112
Main Street Financial Solutions
Pennsylvania
$2.15M +$384K +6,855 +22%
APWA
1113
Atlas Private Wealth Advisors
New Jersey
$2.15M +$209K +3,726 +11%
BBA
1114
BLB&B Advisors
Pennsylvania
$2.15M -$89.1K -1,592 -4%
ACA
1115
Aptus Capital Advisors
Alabama
$2.14M +$817K +14,598 +62%
LIA
1116
LBMC Investment Advisors
Tennessee
$2.14M +$11.7K +213 +0.5%
JE
1117
JMAC Enterprises
Pennsylvania
$2.14M +$277K +4,950 +15%
DBT
1118
Dubuque Bank & Trust
Iowa
$2.14M -$1.21M -21,604 -36%
WSCM
1119
Wellington Shields Capital Management
New York
$2.14M -$638K -11,398 -23%
LOAMS
1120
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.13M +$138K +2,474 +7%
ALAM
1121
Asahi Life Asset Management
Japan
$2.13M -$82.2K -1,469 -4%
NB
1122
Nicolet Bankshares
Wisconsin
$2.12M -$349K -6,235 -14%
NSAM
1123
North Star Asset Management
Wisconsin
$2.12M -$105K -1,867 -5%
JCM
1124
Jag Capital Management
Missouri
$2.12M +$73.3K +1,309 +4%
KFP
1125
Keystone Financial Planning
Ohio
$2.11M -$6.49K -116 -0.3%