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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 %
MIA
1651
MMBG Investment Advisors
Florida
$884K
TA
1652
Tiedemann Advisors
New York
$884K -$1.19K -19 -0.1%
LF
1653
Lee Financial
Texas
$884K +$479K +7,700 +118%
CS
1654
Comerica Securities
Michigan
$882K +$128K +2,051 +17%
IPW
1655
Inlet Private Wealth
Florida
$881K -$55.8K -900 -6%
JWM
1656
JGP Wealth Management
Oregon
$875K +$15.1K +244 +2%
EW
1657
Evoke Wealth
California
$873K -$24.8K -2,067 -3%
SCM
1658
Spreng Capital Management
Ohio
$872K -$49.9K -805 -5%
TA
1659
Townsend & Associates
Colorado
$872K +$872K +13,597 New
PCG
1660
Prosperity Consulting Group
Maryland
$871K -$2.85K -46 -0.3%
Jacobs Levy Equity Management
1661
Jacobs Levy Equity Management
New Jersey
$870K -$17.2M -276,693 -95%
BI
1662
Ballast Inc
Kentucky
$870K
RBFC
1663
Roman Butler Fullerton & Co
Missouri
$870K +$243K +3,800 +39%
AAP
1664
Aristotle Atlantic Partners
Florida
$868K
MAM
1665
Morse Asset Management
Connecticut
$868K
KPWG
1666
KFA Private Wealth Group
Virginia
$866K +$245K +3,943 +39%
BEC
1667
Blue Edge Capital
Virginia
$865K +$96.2K +1,551 +13%
NEWAS
1668
N.E.W. Advisory Services
Wisconsin
$864K +$6.02K +97 +0.7%
SMA
1669
Sage Mountain Advisors
Georgia
$862K +$406K +6,551 +89%
CRIG
1670
Charter Research & Investment Group
Connecticut
$858K +$62K +1,000 +8%
RFN
1671
RDA Financial Network
Iowa
$857K +$32.9K +530 +4%
ATWA
1672
Arbor Trust Wealth Advisors
Michigan
$855K +$49.9K +799 +6%
AFA
1673
American Financial Advisors
Georgia
$852K -$6.51K -105 -0.8%
CGA
1674
Crescent Grove Advisors
Illinois
$851K +$31.2K +500 +4%
TSW
1675
Thompson Siegel & Walmsley
Virginia
$850K -$317K -5,117 -27%