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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 %
MCM
1576
Marathon Capital Management
Maryland
$1.01M -$10.1K -163 -1%
BEI
1577
Benjamin Edwards Inc
Missouri
$1.01M +$86.1K +1,389 +9%
AC
1578
Avestar Capital
New York
$1.01M -$185K -2,963 -16%
BONH
1579
Bank of New Hampshire
New Hampshire
$1.01M -$1.55K -25 -0.2%
MAG
1580
Mayfair Advisory Group
Alabama
$1M +$9.65K +153 +1%
WP
1581
WealthSource Partners
California
$1M -$69K -1,113 -6%
HC
1582
Hendley & Co
Ohio
$999K
CRC
1583
Curi RMB Capital
Illinois
$998K
WI
1584
Wintrust Investments
Illinois
$996K +$1.55K +25 +0.2%
SIAP
1585
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$994K
LB
1586
Leo Brokerage
Texas
$993K +$993K +16,004 New
WI
1587
WBI Investments
New Jersey
$993K +$993K +16,002 New
JAG
1588
Journey Advisory Group
Kentucky
$992K +$1.74K +28 +0.2%
GLR
1589
Great Lakes Retirement
Ohio
$992K +$11.8K +191 +1%
WSC
1590
Wellington Shields & Co
New York
$991K -$43.4K -700 -4%
HAIM
1591
Hunter Associates Investment Management
Pennsylvania
$989K -$62K -1,000 -6%
LIM
1592
Lathrop Investment Management
Arkansas
$987K -$3.16K -51 -0.3%
OPW
1593
Oxler Private Wealth
New York
$984K
PWSG
1594
Pacific Wealth Strategies Group
California
$980K +$111K +1,788 +13%
VFA
1595
Voya Financial Advisors
Connecticut
$978K -$81.5K -1,317 -8%
SFFS
1596
Stonehage Fleming Financial Services
Jersey
$977K
ECM
1597
EagleClaw Capital Management
Massachusetts
$974K
LC
1598
LCNB Corp
Ohio
$971K -$35.2K -567 -3%
LPT
1599
Legacy Private Trust
Wisconsin
$967K +$930 +15 +0.1%
VI
1600
Versor Investments
New York
$967K +$354K +5,700 +58%