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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
1801
MainStreet Investment Advisors
Illinois
$709K +$289K +4,666 +69%
LF
1802
Lantz Financial
Illinois
$709K +$317K +5,108 +81%
JGUA
1803
John G. Ullman & Associates
New York
$708K +$317K +5,114 +81%
AP
1804
Atwood & Palmer
Missouri
$708K
NDSI
1805
Newman Dignan & Sheerar Inc
Rhode Island
$707K
CAWM
1806
Capital Advisors Wealth Management
Washington
$706K -$2.79K -45 -0.4%
NAM
1807
NorthCrest Asset Manangement
Minnesota
$705K +$705K +11,362 New
EWA
1808
EverSource Wealth Advisors
Alabama
$705K -$121K -1,951 -15%
CC
1809
Constitution Capital
Connecticut
$704K -$1.43M -23,017 -67%
AWAU
1810
Alliance Wealth Advisors (Utah)
Utah
$703K +$44.4K +715 +7%
AI
1811
AXS Investments
New York
$703K -$47.9K -773 -6%
BSB
1812
Bangor Savings Bank
Maine
$703K +$8.13K +131 +1%
CPP
1813
Capasso Planning Partners
South Carolina
$702K +$1.43K +23 +0.2%
GIA
1814
GHP Investment Advisors
Colorado
$701K -$42.5K -685 -6%
LMKC
1815
L.M. Kohn & Company
Ohio
$700K +$9.55K +154 +1%
TIA
1816
Traphagen Investment Advisors
New Jersey
$699K -$33K -532 -5%
RSWM
1817
Robertson Stephens Wealth Management
California
$699K +$107K +1,712 +18%
TWA
1818
TPB Wealth Advisors
Texas
$698K -$67.4K -1,087 -9%
MAM
1819
Magellan Asset Management
Australia
$697K +$114K +1,832 +19%
CIM
1820
Corbyn Investment Management
Maryland
$696K -$46K -742 -6%
FC
1821
Forte Capital
New York
$696K -$36.8K -594 -5%
IIM
1822
InTrack Investment Management
Vermont
$694K -$11.9K -192 -2%
RWPA
1823
Richard W. Paul & Associates
Michigan
$694K +$18.9K +304 +3%
CCM
1824
Carlson Capital Management
Minnesota
$693K -$6.02K -97 -0.9%
KLCM
1825
KG&L Capital Management
Louisiana
$692K +$287K +4,621 +71%