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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 %
CM
1576
Caption Management
Oklahoma
$952K +$952K +17,000 New
MAG
1577
Mayfair Advisory Group
Alabama
$949K +$87.3K +1,615 +10%
FCMT
1578
Founders Capital Management (Texas)
Texas
$948K -$42K -750 -4%
WQ
1579
Wealth Quarterback
New Jersey
$947K +$74.1K +1,323 +8%
AFIA
1580
America First Investment Advisors
Nebraska
$943K
MJRIC
1581
Mogy Joel R Investment Counsel
California
$942K -$392K -7,000 -29%
OHWA
1582
Oak Hill Wealth Advisors
Virginia
$940K
CPIA
1583
Cornell Pochily Investment Advisors
New York
$940K -$7.28K -130 -0.8%
OPA
1584
Old Port Advisors
Maine
$939K +$939K +16,783 New
TWM
1585
Thrive Wealth Management
Pennsylvania
$937K +$59.5K +1,063 +7%
AFG
1586
AFS Financial Group
Maryland
$937K +$16.9K +302 +2%
FFBTD
1587
First Financial Bank - Trust Division
Ohio
$937K +$128K +2,289 +16%
DC
1588
Diametric Capital
Massachusetts
$936K +$936K +16,724 New
ERIM
1589
Eagle Ridge Investment Management
Connecticut
$935K
SC
1590
Sepio Capital
Utah
$935K -$2.18K -39 -0.2%
FCAS
1591
First Command Advisory Services
Texas
$935K +$935K +16,695 +556,500%
CFP
1592
Catalyst Financial Partners
Massachusetts
$934K +$2.86K +51 +0.3%
ANBT
1593
American National Bank & Trust
Texas
$933K +$74.5K +1,330 +9%
PFT
1594
Providence First Trust
Arizona
$932K
MFG
1595
Midwest Financial Group
Kansas
$929K -$4.87K -87 -0.5%
BFO
1596
Biltmore Family Office
North Carolina
$928K
MCM
1597
Mainstay Capital Management
Michigan
$927K
WW
1598
Waterfront Wealth
Kansas
$924K +$143K +2,643 +18%
SMA
1599
Sage Mountain Advisors
Georgia
$924K +$14.9K +266 +2%
EW
1600
Evoke Wealth
California
$923K +$99K +1,754 +12%