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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 %
FFP
2076
FourThought Financial Partners
Florida
$483K +$71.9K +1,159 +17%
LFRG
2077
Lazard Frères Gestion
France
$482K -$17.5K -336 -4%
FVWA
2078
Foster Victor Wealth Advisors
South Carolina
$480K +$34.8K +559 +8%
GAM
2079
Gould Asset Management
California
$480K
BOCM
2080
Bontempo Ohly Capital Management
Maryland
$479K -$3.51M -56,539 -88%
GFPC
2081
Global Financial Private Client
Florida
$478K +$31.8K +510 +7%
MSCM
2082
McElhenny Sheffield Capital Management
Texas
$478K -$790K -12,734 -62%
KFA
2083
Kapstone Financial Advisors
Ohio
$478K -$11.4K -180 -2%
VWM
2084
Vigilare Wealth Management
Arizona
$478K -$74.4K -1,200 -13%
RPCONE
2085
Retirement Planning Company of New England
Rhode Island
$477K +$1.55K +25 +0.3%
SOS
2086
Silver Oak Securities
Tennessee
$477K +$11.5K +185 +2%
DF
2087
Donoghue Forlines
Massachusetts
$477K -$1.79M -28,933 -79%
CD
2088
Chapin Davis
Maryland
$477K +$19K +306 +4%
SMH
2089
Sanders Morris Harris
Texas
$476K
FRM
2090
Fox Run Management
Connecticut
$475K +$475K +7,652 New
CCM
2091
Canal Capital Management
Virginia
$474K
CM
2092
Capula Management
Cayman Islands
$474K -$1.1M -17,704 -70%
HFP
2093
Holistic Financial Partners
Indiana
$474K -$34.4K -554 -7%
LWM
2094
Lyell Wealth Management
California
$474K +$23K +370 +5%
CPA
2095
Cardiff Park Advisors
California
$473K -$3.23K -52 -0.7%
AWM
2096
Avitas Wealth Management
California
$473K -$11K -178 -2%
HAM
2097
Hedges Asset Management
Nevada
$471K
FB
2098
First Bancorp
Maine
$471K
C
2099
CEDRUS
Colorado
$470K +$1.68K +27 +0.4%
MHWM
2100
Montz Harcus Wealth Management
Louisiana
$469K +$7.51K +121 +2%