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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 %
ESB
1551
Essex Savings Bank
Connecticut
$982K -$74K -1,323 -7%
SWM
1552
Sendero Wealth Management
Texas
$981K
MA
1553
MONECO Advisors
Connecticut
$981K +$10.6K +189 +1%
PI
1554
PFG Investments
New York
$980K +$82.3K +1,471 +9%
LCWP
1555
Legacy Capital Wealth Partners
Arkansas
$978K +$978K +17,479 New
NRI
1556
NFP Retirement Inc
California
$978K -$1.18K -21 -0.1%
NCM
1557
Next Capital Management
New York
$977K -$133K -2,370 -12%
TFA
1558
Transamerica Financial Advisors
Florida
$976K -$65.4K -1,168 -6%
PG
1559
Prostatis Group
Maryland
$975K -$48.3M -854,385 -98%
BA
1560
Ballast Advisors
Minnesota
$973K +$54.7K +977 +6%
RPG
1561
Resource Planning Group
Georgia
$971K -$3.42K -61 -0.4%
AA
1562
Aire Advisors
California
$969K +$22.4K +401 +2%
PFGIA
1563
Patriot Financial Group Insurance Agency
Massachusetts
$968K +$20.3K +363 +2%
CWM
1564
Cahaba Wealth Management
Georgia
$967K -$23.8K -425 -2%
YIA
1565
YHB Investment Advisors
Connecticut
$967K +$9.8K +175 +1%
RLWM
1566
RF&L Wealth Management
Massachusetts
$963K -$21.3K -380 -2%
BCM
1567
Blume Capital Management
California
$963K
BCA
1568
Bray Capital Advisors
Florida
$962K +$65.3K +1,167 +7%
AO
1569
Advisor OS
Illinois
$962K +$41.9K +748 +5%
GAG
1570
GM Advisory Group
New York
$959K -$42.4K -758 -4%
CFA
1571
Capstone Financial Advisors
Illinois
$958K +$6.44K +115 +0.7%
RCWM
1572
Royal Capital Wealth Management
Indiana
$958K -$14.1K -252 -1%
WI
1573
Wintrust Investments
Illinois
$955K +$16.2K +289 +2%
CG
1574
Caprock Group
Idaho
$955K -$170K -3,007 -15%
LNB
1575
Ledyard National Bank
$952K -$33.5K -599 -3%