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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 %
PP
2126
Pegasus Partners
Wisconsin
$455K -$21.5K -346 -5%
SIS
2127
Sound Income Strategies
Florida
$454K -$11.1K -179 -2%
MGIA
2128
Matthew Goff Investment Advisor
Texas
$453K -$1.37K -22 -0.3%
AFG
2129
ABLE Financial Group
Arizona
$453K +$453K +7,308 New
TF
2130
Trek Financial
Arizona
$452K +$183K +2,955 +68%
BCB
2131
Brian C. Broderick
$452K
DIP
2132
Davis Investment Partners
North Carolina
$451K
CHA
2133
Cooper/Haims Advisors
New York
$451K -$12.4K -200 -3%
MTIC
2134
Missouri Trust & Investment Company
Missouri
$451K -$6.2K -100 -1%
HPM
2135
Hoxton Planning & Management
West Virginia
$451K +$2.67K +43 +0.6%
RWM
2136
Revisor Wealth Management
Ohio
$450K +$450K +7,258 New
EFM
2137
E Fund Management
China
$450K -$17.7K -285 -4%
MFC
2138
Morris Financial Concepts
South Carolina
$450K -$37K -597 -8%
IF
2139
IRON Financial
Illinois
$450K -$327K -5,278 -42%
FIM
2140
Freedom Investment Management
Connecticut
$450K +$12.8K +207 +3%
KFA
2141
Kelleher Financial Advisors
New York
$449K
NF
2142
Norwood Financial
Pennsylvania
$449K
WMS
2143
Wealth Management Solutions
Pennsylvania
$449K -$6.2K -100 -1%
BWFA
2144
Baltimore-Washington Financial Advisors
Maryland
$448K +$17.1K +275 +4%
EIG
2145
Ellenbecker Investment Group
Wisconsin
$448K -$10.8K -174 -2%
AHB
2146
Abner Herrman & Brock
New Jersey
$448K +$4.47K +72 +1%
MKC
2147
M. Kraus & Co
Vermont
$448K
FM
2148
Family Management
New York
$448K -$71K -1,144 -14%
SGI
2149
Summit Global Investments
Utah
$447K -$242K -3,901 -35%
HVIA
2150
Hudson Valley Investment Advisors
New York
$445K