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Coca-Cola

2,866 hedge funds and large institutions have $184B invested in Coca-Cola in 2023 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 1,206 increasing their positions, 1,166 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+9
Holders Change %
+0.32%
% of All Funds
45.2%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.36%
New
141
Increased
1,206
Reduced
1,166
Closed
111
Calls
$1.86B
Puts
$1.54B
Net Calls
+$316M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
1501
Ascension Asset Management
New York
$1.16M +$1.16M +19,200 New
CWP
1502
Core Wealth Partners
California
$1.16M +$12K +200 +1%
RMDI
1503
R.M. Davis Inc
Maine
$1.15M -$19.6K -326 -2%
LWM
1504
Ledge Wealth Management
Minnesota
$1.15M -$152K -2,527 -12%
LPT
1505
Legacy Private Trust
Wisconsin
$1.14M +$203K +3,365 +22%
WCM
1506
Windsor Capital Management
Arizona
$1.14M +$12K +200 +1%
Jacobs Levy Equity Management
1507
Jacobs Levy Equity Management
New Jersey
$1.14M +$293K +4,860 +35%
ESB
1508
Essex Savings Bank
Connecticut
$1.14M +$10.7K +177 +0.9%
HIA
1509
Harbor Investment Advisory
Maryland
$1.14M +$106K +1,761 +10%
IUHSA
1510
Itau Unibanco Holding S.A.
Brazil
$1.13M -$203K -3,366 -15%
SWM
1511
Segment Wealth Management
Texas
$1.12M -$11.4K -189 -1%
RIL
1512
Rothschild Investment LLC
Illinois
$1.12M +$137K +2,282 +14%
BAM
1513
Bosun Asset Management
Illinois
$1.12M +$200K +3,321 +22%
LHC
1514
Little House Capital
Massachusetts
$1.12M +$43.7K +725 +4%
KIC
1515
Keating Investment Counselors
Florida
$1.12M -$34.6K -575 -3%
TFA
1516
Transamerica Financial Advisors
Florida
$1.12M -$6.45K -107 -0.6%
TA
1517
Tiedemann Advisors
New York
$1.12M +$258K +4,247 +30%
MFS
1518
Mirabella Financial Services
United Kingdom
$1.12M +$1.12M +18,530 New
CCG
1519
Ceeto Capital Group
Florida
$1.11M
NRG
1520
Nemes Rush Group
Michigan
$1.11M +$1.11M +18,385 New
BAM
1521
Brave Asset Management
New Jersey
$1.11M -$2.59K -43 -0.2%
SP
1522
Successful Portfolios
Florida
$1.11M -$128K -2,119 -10%
ORC
1523
O'Rourke & Company
Massachusetts
$1.11M +$1.14K +19 +0.1%
GWM
1524
GSB Wealth Management
Connecticut
$1.1M +$118K +1,961 +12%
AIS
1525
AM Investment Strategies
Tennessee
$1.1M +$63.2K +1,050 +6%