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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 %
S
1701
SimplyRich
California
$826K
PA
1702
Procyon Advisors
Connecticut
$826K +$171K +2,758 +26%
WMA
1703
West Michigan Advisors
Michigan
$825K +$473K +7,619 +134%
TCOO
1704
Trust Company of Oklahoma
Oklahoma
$825K -$62 -1 -0%
MCM
1705
McMillion Capital Management
North Carolina
$824K -$41.3K -665 -5%
WC
1706
Whitney & Co
New York
$818K +$49.6K +800 +6%
BIM
1707
Baldwin Investment Management
Pennsylvania
$818K +$5.27K +85 +0.6%
CAMV
1708
Concord Asset Management (Virginia)
Virginia
$817K +$582K +9,390 +248%
NI
1709
NFC Investments
Tennessee
$817K
TWA
1710
Talisman Wealth Advisors
New Jersey
$816K +$42.4K +684 +5%
MIP
1711
Marietta Investment Partners
Wisconsin
$816K +$99.2K +1,600 +14%
HRC
1712
Hoertkorn Richard Charles
$814K
AF
1713
Aldebaran Financial
$814K -$286K -4,610 -26%
FAM
1714
Formidable Asset Management
Ohio
$813K +$39.1K +628 +5%
GFA
1715
Gallagher Fiduciary Advisors
Illinois
$811K +$811K +13,075 New
DFA
1716
Delta Financial Advisors
Louisiana
$811K -$6.2K -100 -0.8%
HIIFS
1717
Harel Insurance Investments & Financial Services
Israel
$810K -$250K -4,036 -24%
SWK
1718
Stephen W. Kidder
$809K
GSEP
1719
Golden State Equity Partners
California
$809K +$809K +13,044 New
RFM
1720
Royal Fund Management
Florida
$808K +$103K +1,666 +15%
WAC
1721
William Allan Corp
Colorado
$807K -$2.48K -40 -0.3%
GA
1722
Greenspring Advisors
Maryland
$807K +$6.2K +100 +0.8%
PFM
1723
Premier Fund Managers
United Kingdom
$804K
MA
1724
MBA Advisors
Pennsylvania
$802K +$77K +1,241 +11%
MAM
1725
Montchanin Asset Management
Delaware
$802K