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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 %
OCM
1851
Orser Capital Management
Texas
$614K
AFAS
1852
Acorn Financial Advisory Services
Virginia
$614K +$36.4K +651 +6%
BSB
1853
Bangor Savings Bank
Maine
$613K -$17.5K -313 -3%
HCM
1854
Hutchinson Capital Management
California
$612K +$672 +12 +0.1%
AWA
1855
Aletheian Wealth Advisors
Washington
$612K -$65.9K -1,178 -10%
PPP
1856
Private Portfolio Partners
New Jersey
$611K -$896 -16 -0.1%
JWCA
1857
J.W. Coons Advisors
Ohio
$610K -$33.6K -600 -5%
CIM
1858
CIM Investment Management
Pennsylvania
$609K -$12.4K -222 -2%
CFA
1859
CWS Financial Advisors
Michigan
$609K -$95.3K -1,702 -14%
FMTC
1860
Farmers & Merchants Trust Company
California
$608K +$28.3K +505 +5%
WFI
1861
West Family Investments
California
$606K -$127K -2,270 -17%
NPF
1862
Norris Perne & French
Michigan
$605K +$30.7K +548 +5%
CWM
1863
Circle Wealth Management
New Jersey
$605K +$16.6K +297 +3%
CIA
1864
Cladis Investment Advisory
Montana
$603K +$16.2K +289 +3%
ERWM
1865
Elk River Wealth Management
Colorado
$602K
HWP
1866
Highline Wealth Partners
California
$601K +$448 +8 +0.1%
CPC
1867
Congress Park Capital
New York
$600K +$9.8K +175 +2%
RMC
1868
Resources Management Corp
Connecticut
$600K -$55.5K -992 -8%
TRIA
1869
Trail Ridge Investment Advisors
Colorado
$600K +$14.7K +262 +3%
WI
1870
WrapManager Inc
California
$600K +$51.1K +913 +9%
GWM
1871
GDS Wealth Management
Texas
$599K -$93.7K -1,674 -14%
BT
1872
Brandywine Trust
Delaware
$598K
SIG
1873
Spinnaker Investment Group
California
$598K +$1.06K +19 +0.2%
MCCA
1874
Mill Creek Capital Advisors
Pennsylvania
$597K -$128K -2,290 -18%
CL
1875
COWA LLC
Oklahoma
$597K +$672 +12 +0.1%