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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 %
SLG
1976
Stanley-Laman Group
Pennsylvania
$569K +$258K +4,165 +83%
ABLA
1977
Alan B. Lancz & Associates
Ohio
$568K
CC
1978
Centiva Capital
New York
$567K +$489K +7,890 +634%
RGF
1979
Retirement Guys Formula
Ohio
$566K +$34.1K +550 +6%
ACA
1980
Affinity Capital Advisors
California
$565K -$28.4K -458 -5%
AMC
1981
Asset Management Corp
Illinois
$565K -$904K -14,577 -62%
GLLW
1982
Graves Light Lenhart Wealth
Virginia
$563K
CFG
1983
Cooper Financial Group
California
$562K +$11.4K +184 +2%
BFA
1984
Beacon Financial Advisory
Ohio
$561K +$24.8K +400 +5%
CC
1985
Corton Capital
Ontario, Canada
$561K -$85.8K -1,383 -13%
CHA
1986
Carmichael Hill & Associates
Maryland
$561K -$12.9K -208 -2%
AIA
1987
Alera Investment Advisors
Illinois
$559K +$22.6K +365 +4%
CMANY
1988
Capital Management Associates (New York)
New York
$558K
CAGAS
1989
Capital Advisory Group Advisory Services
Minnesota
$557K +$46.8K +755 +9%
LFA
1990
Laraway Financial Advisors
Minnesota
$555K -$31K -500 -5%
RDWM
1991
Red Door Wealth Management
Tennessee
$553K +$8.5K +137 +2%
SSWM
1992
Strait & Sound Wealth Management
California
$552K +$12.1K +195 +2%
FS
1993
Ferguson Shapiro
Georgia
$551K +$372 +6 +0.1%
PWMG
1994
Provence Wealth Management Group
California
$551K +$234K +3,767 +74%
ACP
1995
Aviance Capital Partners
Florida
$550K +$96K +1,547 +21%
FNC
1996
First National Corp
Massachusetts
$549K +$62K +1,000 +13%
FPAS
1997
Focus Partners Advisor Solutions
Missouri
$548K +$39.3K +633 +8%
CWC
1998
Carolinas Wealth Consulting
North Carolina
$548K -$12.8K -948 -2%
HAC
1999
Harbor Advisory Corp
New Hampshire
$547K
MWA
2000
Monograph Wealth Advisors
California
$547K -$243K -3,886 -31%