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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 %
OWP
1176
Obermeyer Wealth Partners
Colorado
$1.87M +$46.2K +826 +3%
IIA
1177
ICW Investment Advisors
Arizona
$1.87M +$65K +1,161 +4%
CCA
1178
Cobblestone Capital Advisors
New York
$1.86M +$44K +786 +2%
WF
1179
WoodTrust Financial
Wisconsin
$1.86M -$44.8K -800 -2%
IWS
1180
Insight Wealth Strategies
California
$1.86M +$154K +2,755 +9%
CAC
1181
Certified Advisory Corp
Florida
$1.85M +$13.8K +247 +0.8%
ADIM
1182
Alpha DNA Investment Management
Maryland
$1.85M -$1.69M -30,246 -48%
MFGM
1183
Marshall Financial Group (Maryland)
Maryland
$1.84M +$9.01K +161 +0.5%
ESBC
1184
E.S. Barr & Co
Kentucky
$1.84M -$150K -2,679 -8%
MSFP
1185
Mark Sheptoff Financial Planning
Connecticut
$1.83M -$196K -3,500 -10%
IP
1186
Ignite Planners
California
$1.83M +$28.1K +536 +2%
WA
1187
WESPAC Advisors
California
$1.83M +$14.3K +255 +0.8%
BJL
1188
Brighton Jones LLC
Washington
$1.82M -$4.31K -77 -0.2%
FHA
1189
Flagship Harbor Advisors
Massachusetts
$1.82M +$87.2K +1,557 +5%
NFG
1190
Nations Financial Group
Iowa
$1.82M -$173K -3,088 -9%
CWP
1191
Concord Wealth Partners
Virginia
$1.81M +$111K +1,989 +7%
FIM
1192
Fruth Investment Management
Texas
$1.81M -$25.2K -450 -1%
TA
1193
TCM Advisors
West Virginia
$1.81M -$1.91M
MWM
1194
Mission Wealth Management
California
$1.81M +$7.56K +135 +0.4%
KWA
1195
Kingswood Wealth Advisors
California
$1.81M +$2.49K +5 +0.1%
UAS
1196
United Asset Strategies
New York
$1.8M +$82.7K +1,478 +5%
AF
1197
Arrow Financial
New York
$1.8M +$110K +1,961 +6%
DL
1198
DOHJ LLC
Washington
$1.8M +$146K +2,634 +9%
ATC
1199
Adirondack Trust Company
New York
$1.8M +$3.64K +65 +0.2%
KA
1200
Kovack Advisors
Florida
$1.79M +$172K +3,081 +11%