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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 %
RBC
1451
Romano Brothers & Co
Illinois
$1.2M +$18.8K +335 +2%
BCA
1452
Bay Colony Advisors
Massachusetts
$1.2M -$84K -1,501 -7%
EL
1453
EMFO LLC
Florida
$1.2M -$517K -9,234 -30%
SHWM
1454
Smith & Howard Wealth Management
Georgia
$1.2M +$2.41K +43 +0.2%
MCM
1455
Monument Capital Management
Virginia
$1.2M -$151K -2,693 -11%
ADBIC
1456
A.D. Beadell Investment Counsel
Wisconsin
$1.19M +$39.2K +700 +3%
VI
1457
Versor Investments
New York
$1.19M -$212K -3,781 -15%
LWM
1458
Laidlaw Wealth Management
New York
$1.19M -$89.5K -1,598 -7%
DJSG
1459
D.J. St. Germain
Massachusetts
$1.19M -$73.3K -1,310 -6%
HVP
1460
Hudson Value Partners
Florida
$1.18M
JIC
1461
Joel Isaacson & Co
New York
$1.18M +$17.6K +314 +2%
WAL
1462
W Advisors LLC
Tennessee
$1.18M -$23.7K -423 -2%
Jacobs Levy Equity Management
1463
Jacobs Levy Equity Management
New Jersey
$1.18M +$125K +2,237 +12%
LT
1464
Lindsell Train
United Kingdom
$1.18M
DAM
1465
Delta Asset Management
Tennessee
$1.18M +$280 +5 +0%
MC
1466
Martin & Co
Tennessee
$1.18M +$24.8K +443 +2%
HFS
1467
Heritage Financial Services
Massachusetts
$1.17M +$53.7K +959 +5%
RIL
1468
Rothschild Investment LLC
Illinois
$1.17M +$130K +2,315 +12%
LWM
1469
Ledge Wealth Management
Minnesota
$1.17M +$105K +1,877 +10%
DA
1470
Doliver Advisors
Texas
$1.17M +$112 +2 +0%
SL
1471
Salomon & Ludwin
Virginia
$1.17M -$61K -1,090 -5%
RF
1472
Robbins Farley
New Hampshire
$1.17M +$9.46K +169 +0.8%
LGG
1473
Luts & Greenleigh Group
Maryland
$1.16M -$3.3K -59 -0.3%
PWSG
1474
Pacific Wealth Strategies Group
California
$1.16M +$257K +4,589 +29%
V
1475
VeraBank
Texas
$1.16M +$14K +250 +1%