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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 %
CHA
2126
Cooper/Haims Advisors
New York
$419K +$448 +8 +0.1%
FWM
2127
FSA Wealth Management
Massachusetts
$419K +$3.47K +62 +0.8%
GFPC
2128
Global Financial Private Client
Florida
$419K
VC
2129
Vestor Capital
Illinois
$419K +$21.4K +382 +5%
KFA
2130
Kapstone Financial Advisors
Ohio
$419K -$10.5K -187 -2%
SA
2131
SRH Advisors
Kansas
$419K +$44.6K +797 +12%
OMC
2132
Overbrook Management Corp
New York
$419K -$19.6K -350 -4%
MAM
2133
Marotta Asset Management
Virginia
$417K -$10.4K -186 -2%
FSCM
2134
Front Street Capital Management
Montana
$416K +$11.2K +200 +3%
CWM
2135
CarsonAllaria Wealth Management
Illinois
$414K +$113K +2,011 +37%
COCM
2136
Charter Oak Capital Management
New Hampshire
$414K +$560 +10 +0.1%
CS
2137
Capital Square
Tennessee
$413K +$12.3K +227 +3%
DAM
2138
Doheny Asset Management
California
$413K
RIM
2139
RW Investment Management
Idaho
$413K
EM
2140
ELCO Management
New York
$413K -$5.37K -96 -1%
SFS
2141
Strategic Financial Services
New York
$413K -$70K -1,250 -15%
NCM
2142
Northside Capital Management
Oregon
$413K +$23.7K +423 +6%
I
2143
InceptionR
California
$411K -$414K -7,402 -50%
HBWM
2144
Hollow Brook Wealth Management
New York
$411K
RWP
2145
Revolve Wealth Partners
New Jersey
$411K +$5.37K +96 +1%
FW
2146
FirstPurpose Wealth
Utah
$410K +$15.3K +274 +4%
LFG
2147
Lockerman Financial Group
California
$409K -$3.7K -66 -0.9%
RP
2148
Riverbridge Partners
Minnesota
$409K -$5.6K -100 -1%
CA
2149
Crumly & Associates
Illinois
$408K +$33.4K +596 +9%
AWM
2150
Avitas Wealth Management
California
$408K -$13K -232 -3%