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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 %
RW
1951
Regimen Wealth
Georgia
$548K +$4.14K +74 +0.8%
SS
1952
Sunbelt Securities
Texas
$548K -$28.2K -503 -5%
IA
1953
IFG Advisors
Missouri
$548K
EWA
1954
EverSource Wealth Advisors
Alabama
$547K -$115K -2,060 -17%
TFO
1955
Tarbox Family Office
California
$547K
SOS
1956
Silver Oak Securities
Tennessee
$547K +$64.9K +1,159 +13%
CSI
1957
Cross Staff Investments
New York
$544K
WIC
1958
Wilkins Investment Counsel
Massachusetts
$543K -$5.6K -100 -1%
CWS
1959
Cypress Wealth Services
California
$541K -$9.41K -168 -2%
MWA
1960
Monograph Wealth Advisors
California
$539K +$45.2K +800 +9%
AWM
1961
Angeles Wealth Management
California
$538K -$43.3K -773 -7%
SL
1962
Summitry LLC
California
$537K
RDWM
1963
Red Door Wealth Management
Tennessee
$537K +$3.3K +59 +0.6%
RWA
1964
River Wealth Advisors
Pennsylvania
$536K -$2.24K -40 -0.4%
PCIG
1965
Partners Capital Investment Group
Massachusetts
$536K +$303K +5,414 +130%
HTHT
1966
Hemenway Trust Hemenway Trust
New Hampshire
$535K -$11.2K -200 -2%
RIA
1967
Richwood Investment Advisors
Ohio
$534K +$6.44K +115 +1%
SC
1968
Sierra Capital
Florida
$534K -$44.4K -792 -8%
AWAG
1969
ARS Wealth Advisors Group
Florida
$534K -$176K -3,145 -25%
GIM
1970
Goelzer Investment Management
Indiana
$532K +$532K +9,512 New
VCAM
1971
Van Cleef Asset Management
Ohio
$532K -$2.24K -40 -0.4%
MA
1972
MJP Associates
Connecticut
$531K -$8.34K -149 -2%
V
1973
ViaWealth
Kansas
$530K -$57.1K -1,020 -10%
WF
1974
Wayfinding Financial
Washington
$530K -$15.6K -282 -3%
AWAP
1975
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$528K -$22.8K -407 -4%