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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 %
BA
1926
Ballast Advisors
Minnesota
$608K +$17.2K +278 +3%
SN
1927
Sittner & Nelson
Oregon
$607K +$21.5K +346 +4%
MA
1928
MJP Associates
Connecticut
$607K +$124 +2 +0%
IA
1929
IFG Advisors
Missouri
$607K
GCWM
1930
Graham Capital Wealth Management
District of Columbia
$606K +$606K +977 New
PWAM
1931
Pinnacle West Asset Management
Wyoming
$606K +$606K +9,775 New
TFO
1932
Tarbox Family Office
California
$606K -$620 -10 -0.1%
WDC
1933
Woodward Diversified Capital
California
$603K +$4.34K +70 +0.7%
OCM
1934
Orser Capital Management
Texas
$603K
CSI
1935
Cross Staff Investments
New York
$603K
HBT
1936
Heartland Bank & Trust
Illinois
$602K +$602K +9,713 New
CCB
1937
Cutter & Co Brokerage
Missouri
$601K
I
1938
InceptionR
California
$601K +$601K +9,688 New
OAM
1939
Occidental Asset Management
California
$601K +$558 +9 +0.1%
JWM
1940
Jeppson Wealth Management
California
$601K +$4.65K +75 +0.8%
SL
1941
Summitry LLC
California
$600K +$9.86K +159 +2%
OL
1942
Owen LaRue
Kentucky
$599K
RW
1943
Regimen Wealth
Georgia
$599K +$377K +9,300 +170%
GAAM
1944
Guinness Atkinson Asset Management
California
$598K +$12.8K +207 +2%
DMKJ
1945
David M. Knott Jr
$595K
PMA
1946
Prudent Man Advisors
Illinois
$594K -$10.9K -176 -2%
SIS
1947
Strategic Investment Solutions
Illinois
$593K
VCAM
1948
Van Cleef Asset Management
Ohio
$593K
ICP
1949
Interchange Capital Partners
Pennsylvania
$592K +$332K +5,319 +127%
RFA
1950
Register Financial Advisors
Georgia
$591K -$5.4K -87 -0.9%