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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 %
CWM
1826
Centurion Wealth Management
Virginia
$639K +$8.34K +149 +1%
NDSI
1827
Newman Dignan & Sheerar Inc
Rhode Island
$638K +$112 +2 +0%
FAG
1828
Fortitude Advisory Group
Washington
$637K +$8.79K +157 +1%
PWP
1829
Phillips Wealth Planners
Mississippi
$637K +$73.6K +1,355 +13%
IWA
1830
IVC Wealth Advisors
Pennsylvania
$635K +$8.85K +158 +1%
BIA
1831
BHK Investment Advisors
Alabama
$635K +$635K +11,343 New
NAM
1832
NorthCrest Asset Manangement
Minnesota
$633K +$21.8K +390 +4%
PH
1833
Pinnacle Holdings
Oklahoma
$632K -$56.5K -1,010 -8%
NAMP
1834
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$631K +$30.8K +550 +5%
FHC
1835
First Heartland Consultants
Missouri
$629K +$82.2K +1,468 +15%
RIM
1836
Redwood Investment Management
Arizona
$628K +$628K +11,215 New
LSA
1837
L & S Advisors
California
$628K +$2.02K +36 +0.3%
KMWM
1838
Keudell/Morrison Wealth Management
Oregon
$627K -$44.6K -796 -7%
CWM
1839
Connecticut Wealth Management
Connecticut
$626K +$136K +2,424 +28%
ACM
1840
Argent Capital Management
Missouri
$626K -$23K -410 -4%
MPIA
1841
Mountain Pacific Investment Advisers
Idaho
$625K +$112 +2 +0%
NEWAS
1842
N.E.W. Advisory Services
Wisconsin
$624K +$6.55K +117 +1%
BWM
1843
BCS Wealth Management
Tennessee
$624K +$624K +11,144 New
HCP
1844
Hexagon Capital Partners
Arkansas
$623K +$62.8K +1,121 +11%
SCP
1845
Syntal Capital Partners
Texas
$623K -$583K -10,302 -48%
MA
1846
MCF Advisors
Kentucky
$620K -$30.2K -536 -5%
DWMS
1847
Dominguez Wealth Management Solutions
Virginia
$618K -$8.45K -151 -1%
ACM
1848
Ashford Capital Management
Delaware
$617K
LOIP
1849
Live Oak Investment Partners
Texas
$615K -$657K
GWA
1850
GGM Wealth Advisors
Maryland
$614K -$16.7K -295 -3%