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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 %
MWM
1226
Massachusetts Wealth Management
Massachusetts
$1.72M +$42K +750 +3%
DI
1227
Diligent Investors
California
$1.71M -$2.97K -53 -0.2%
VSQM
1228
V-Square Quantitative Management
Illinois
$1.71M +$283K +5,058 +20%
RWP
1229
Ridgecrest Wealth Partners
California
$1.7M
RCAG
1230
Rehmann Capital Advisory Group
Michigan
$1.7M +$96.1K +1,716 +6%
NW
1231
Naviter Wealth
Arkansas
$1.7M +$111K +1,972 +7%
SWM
1232
Silverlake Wealth Management
Vermont
$1.7M -$1.34K -24 -0.1%
FAIM
1233
Financial Advocates Investment Management
Washington
$1.7M +$57.7K +1,031 +4%
VAS
1234
Valicenti Advisory Services
New York
$1.69M -$4.93K -88 -0.3%
LFA
1235
Legacy Financial Advisors
Kentucky
$1.68M -$88.1K -1,573 -5%
LCM
1236
LVM Capital Management
Michigan
$1.68M -$9.46K -169 -0.6%
FA
1237
FDx Advisors
Illinois
$1.68M -$2.29M -40,896 -58%
LWP
1238
LMG Wealth Partners
Louisiana
$1.68M +$130K +2,330 +8%
BFA
1239
Beaumont Financial Advisors
Massachusetts
$1.68M +$12.1K +217 +0.7%
CW
1240
Channel Wealth
California
$1.67M +$280K +5,007 +20%
ESCM
1241
Echo Street Capital Management
New York
$1.67M +$981K +17,532 +143%
IB
1242
Intrust Bank
Kansas
$1.67M -$221K -3,949 -12%
WT
1243
Washington Trust
Rhode Island
$1.66M +$29.2K +522 +2%
EM
1244
Excalibur Management
Massachusetts
$1.66M +$952 +17 +0.1%
BE
1245
Bonness Enterprises
District of Columbia
$1.66M
MFS
1246
Mirabella Financial Services
United Kingdom
$1.66M +$618K +11,036 +60%
CT
1247
Chicago Trust
Illinois
$1.65M -$138K -2,459 -8%
PWM
1248
Palumbo Wealth Management
New York
$1.64M +$500K +8,927 +44%
MKA
1249
M. Kulyk & Associates
Georgia
$1.64M -$36.3K -649 -2%
CBTWT
1250
Community Bank & Trust (Waco, Texas)
Texas
$1.64M +$23.1K +413 +1%