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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 %
PWAM
1926
Pinnacle West Asset Management
Wyoming
$568K +$23.2K +415 +4%
WIC
1927
Willis Investment Counsel
Georgia
$567K
OP
1928
ORG Partners
Indiana
$567K -$113K -2,021 -17%
FWM
1929
Finer Wealth Management
Massachusetts
$565K -$224 -4 -0%
TAM
1930
Townsend Asset Management
North Carolina
$565K -$1.51K -27 -0.3%
TL
1931
Tradewinds LLC
North Carolina
$563K +$56 +1 +0%
CHA
1932
Carmichael Hill & Associates
Maryland
$563K +$280 +5 +0%
IF
1933
IRON Financial
Illinois
$563K +$160K +2,863 +40%
1IA
1934
1834 Investment Advisors
Wisconsin
$561K -$22.1K -395 -4%
RVM
1935
Robinson Value Management
Texas
$560K
IIM
1936
InTrack Investment Management
Vermont
$559K -$82.1K -1,467 -13%
MFWP
1937
Mosaic Family Wealth Partners
Missouri
$559K +$1.06K +19 +0.2%
WA1
1938
Wimmer Associates 1
California
$559K +$3.14K +56 +0.6%
CS
1939
Crescent Sterling
Louisiana
$558K -$68.6K -1,225 -11%
SPWM
1940
Schrum Private Wealth Management
Florida
$558K
VCM
1941
Vivaldi Capital Management
Illinois
$558K +$10.8K +193 +2%
CCB
1942
Cutter & Co Brokerage
Missouri
$557K -$21K -376 -4%
DSC
1943
Duncker Streett & Co
Missouri
$554K -$147K -2,620 -21%
AF
1944
Apexium Financial
Texas
$554K -$18.3K -325 -3%
FNBOMD
1945
First National Bank of Mount Dora
Florida
$553K +$1.57K +28 +0.3%
BBP
1946
Banco BTG Pactual
Brazil
$552K +$552K +9,864 New
GHAM
1947
Gilman Hill Asset Management
Connecticut
$551K
SN
1948
Sittner & Nelson
Oregon
$550K
AA
1949
Alta Advisers
United Kingdom
$549K
VC
1950
Vicus Capital
Pennsylvania
$549K +$231K +4,129 +73%