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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 %
KA
1976
Kozak & Associates
Colorado
$527K -$89.1K -1,676 -14%
9WM
1977
9258 Wealth Management
Ohio
$525K +$1.12K +20 +0.2%
FS
1978
Ferguson Shapiro
Georgia
$524K
FBA
1979
Front Barnett Associates
Illinois
$523K
CCFM
1980
Clear Creek Financial Management
Washington
$522K +$35.3K +630 +7%
SWM
1981
Stockman Wealth Management
Montana
$521K -$1.9K -34 -0.4%
JWM
1982
Jeppson Wealth Management
California
$519K
IAP
1983
Indie Asset Partners
Indiana
$519K +$56 +1 +0%
SLG
1984
Stanley-Laman Group
Pennsylvania
$519K +$5.6K +100 +1%
MYIA
1985
Mount Yale Investment Advisors
Colorado
$518K -$616 -11 -0.1%
RBFC
1986
Roman Butler Fullerton & Co
Missouri
$518K -$6.24K -118 -1%
MC
1987
Machina Capital
France
$517K -$1.35M -24,118 -72%
KFA
1988
Kelleher Financial Advisors
New York
$517K
IPW
1989
Inlet Private Wealth
Florida
$517K -$278K -4,963 -35%
HWA
1990
HCR Wealth Advisors
California
$516K -$38K -679 -7%
NME
1991
Notis-McConarty Edward
$515K
DA
1992
Detalus Advisors
Missouri
$515K
ABLA
1993
Alan B. Lancz & Associates
Ohio
$512K
HAC
1994
Harbor Advisory Corp
New Hampshire
$511K
CAGAS
1995
Capital Advisory Group Advisory Services
Minnesota
$510K +$510K +9,116 New
CA
1996
CGN Advisors
Kansas
$509K +$126K +2,248 +33%
GLLW
1997
Graves Light Lenhart Wealth
Virginia
$509K +$53 +1 +0%
C
1998
CEDRUS
Colorado
$507K +$67.7K +1,210 +15%
CA
1999
Cambridge Advisors
Nebraska
$505K +$2.02K +36 +0.4%
1WM
2000
1900 Wealth Management
Texas
$505K +$210K +3,751 +71%