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Coca-Cola

2,857 hedge funds and large institutions have $189B invested in Coca-Cola in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,125 increasing their positions, 1,123 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,857
Holders Change
-9
Holders Change %
-0.31%
% of All Funds
45.73%
Holding in Top 10
91
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-23.53%
% of All Funds
1.46%
New
158
Increased
1,125
Reduced
1,123
Closed
103
Calls
$2.32B
Puts
$1.76B
Net Calls
+$566M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Shares
Change %
QIM
1476
Quest Investment Management
Oregon
$1.17M -$1.89M -30,528 -62%
SWM
1477
Segment Wealth Management
Texas
$1.17M
VA
1478
Valmark Advisers
Ohio
$1.17M +$156K +2,520 +15%
WCM
1479
Windsor Capital Management
Arizona
$1.16M -$21.1K -340 -2%
TFA
1480
Transamerica Financial Advisors
Florida
$1.16M -$176K -2,834 -13%
ESB
1481
Essex Savings Bank
Connecticut
$1.16M -$26.4K -425 -2%
CB
1482
CNB Bank
Pennsylvania
$1.16M +$1.55K +25 +0.1%
CWS
1483
Confluence Wealth Services
Pennsylvania
$1.16M +$77.7K +1,253 +7%
CCG
1484
Ceeto Capital Group
Florida
$1.15M +$31.2K +500 +3%
OPA
1485
Old Port Advisors
Maine
$1.15M -$160K -2,560 -12%
SG
1486
Stonnington Group
California
$1.14M -$198K -3,137 -15%
FCB
1487
First County Bank
Connecticut
$1.14M +$9.37K +151 +0.8%
BAM
1488
Brave Asset Management
New Jersey
$1.14M -$6.2K -100 -0.5%
LFP
1489
Leeward Financial Partners
Washington
$1.14M +$37.1K +598 +3%
ORC
1490
O'Rourke & Company
Massachusetts
$1.14M +$1.92K +31 +0.2%
MWM
1491
Modera Wealth Management
New Jersey
$1.14M +$88.6K +1,429 +8%
FTC
1492
Farmers Trust Company
Ohio
$1.14M -$6.89K -111 -0.6%
FDCC
1493
Foster Dykema Cabot & Co
Massachusetts
$1.14M
BFC
1494
Bedel Financial Consulting
Indiana
$1.13M -$261K -4,202 -19%
SCA
1495
Sandy Cove Advisors
Massachusetts
$1.13M
ST
1496
Spinnaker Trust
Maine
$1.13M -$527K -8,500 -32%
CWM
1497
Cahaba Wealth Management
Georgia
$1.12M -$43.3K -698 -4%
GC
1498
Grimes & Company
Massachusetts
$1.12M -$50.4K -813 -4%
PCA
1499
Private Capital Advisors
Connecticut
$1.12M
ROTUOC
1500
Regents of the University of California
California
$1.12M