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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 %
SIA
1326
Schechter Investment Advisors
Michigan
$1.43M -$139K -2,491 -9%
GB
1327
Goepper Burkhardt
South Carolina
$1.43M
DWM
1328
Darwin Wealth Management
Florida
$1.43M +$25.1K +449 +2%
FWCM
1329
Ferguson Wellman Capital Management
Oregon
$1.43M -$4.59K -82 -0.3%
AWP
1330
Accretive Wealth Partners
New Jersey
$1.43M -$24.6K -439 -2%
TA
1331
TFG Advisers
Michigan
$1.43M +$61.1K +1,091 +4%
LSAG
1332
Lake Street Advisors Group
New Hampshire
$1.43M +$35.9K +641 +3%
BCMO
1333
Buckingham Capital Management (Ohio)
Ohio
$1.42M +$69.8K +1,247 +5%
EWM
1334
EPG Wealth Management
Georgia
$1.42M +$52.8K +944 +4%
NA
1335
Nordwand Advisors
Pennsylvania
$1.42M -$248K -4,437 -15%
IIC
1336
Ironwood Investment Counsel
Arizona
$1.42M +$138K +2,470 +11%
HIP
1337
Harrell Investment Partners
Texas
$1.41M
SW
1338
SlateStone Wealth
Florida
$1.41M +$1.41M +25,235 New
EF
1339
Exeter Financial
Arizona
$1.41M +$37.2K +665 +3%
HBT
1340
Hills Bank & Trust
Iowa
$1.41M +$36.3K +649 +3%
SFS
1341
Stiles Financial Services
Minnesota
$1.4M -$8.34K -149 -0.6%
OTL
1342
Oak Thistle LLC
New York
$1.4M +$647K +11,552 +85%
CA
1343
Carson Advisory
Georgia
$1.4M +$120K +2,142 +9%
PHS
1344
Pekin Hardy Strauss
Illinois
$1.4M +$280 +5 +0%
BOC
1345
Barbara Oil Co
Illinois
$1.4M
CC
1346
Courier Capital
New York
$1.4M +$2.41K +43 +0.2%
WBC
1347
West Branch Capital
Massachusetts
$1.4M +$49K +875 +4%
FFN
1348
Focus Financial Network
Minnesota
$1.4M -$8.69K -154 -0.6%
FSC
1349
Full Sail Capital
Oklahoma
$1.39M +$3.92K +70 +0.3%
AWM
1350
Avior Wealth Management
Nebraska
$1.39M -$97.8K -1,747 -7%