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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 %
WDC
1876
Woodward Diversified Capital
California
$597K +$65.7K +1,173 +12%
MFG
1877
Mainsail Financial Group
Washington
$597K +$597K +10,761 New
CG
1878
Clarus Group
Texas
$597K +$19.1K +341 +3%
LWA
1879
Lineweaver Wealth Advisors
Ohio
$597K -$250K -4,468 -30%
AF
1880
Aldebaran Financial
$595K -$78.3K -1,399 -12%
MW
1881
MBL Wealth
North Carolina
$595K +$43.1K +770 +8%
VAM
1882
Verity Asset Management
North Carolina
$595K -$112 -2 -0%
HA
1883
HC Advisors
Georgia
$594K +$7.61K +136 +1%
RGF
1884
Retirement Guys Formula
Ohio
$594K +$58.3K +1,042 +11%
TW
1885
TrinityPoint Wealth
Connecticut
$594K -$92.7K -1,655 -14%
HIIFS
1886
Harel Insurance Investments & Financial Services
Israel
$593K -$278K -4,978 -32%
MCM
1887
Maple Capital Management
Vermont
$593K +$35.8K +640 +6%
MCWS
1888
McKinley Carter Wealth Services
West Virginia
$591K +$46.5K +831 +9%
EA
1889
Eudaimonia Advisors
Tennessee
$591K -$63K -1,125 -10%
WAM
1890
WNY Asset Management
New York
$591K +$125K +2,230 +27%
EFSCE
1891
Enterprise Financial Services Corp (EFSC)
Missouri
$591K -$24.6K -439 -4%
BSI
1892
Bennett Selby Investments
Maine
$587K -$10.9K -195 -2%
CCWM
1893
Cassaday & Co Wealth Management
Virginia
$587K +$80.2K +1,433 +16%
RSWM
1894
Robertson Stephens Wealth Management
California
$586K +$564 +10 +0.1%
GFP
1895
Gryphon Financial Partners
Ohio
$585K -$140K -2,499 -19%
DWM
1896
Drive Wealth Management
Utah
$585K +$38.2K +677 +7%
CIA
1897
Cape Investment Advisory
Georgia
$585K +$42K +750 +8%
WAS
1898
Wealth Advisory Solutions
Indiana
$585K -$17.7K -316 -3%
KBC
1899
Key Bridge Compliance
$585K +$585K +10,447 New
GSB
1900
Greenfield Savings Bank
Massachusetts
$585K +$11.9K +213 +2%