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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 %
HVM
2151
Harvest Volatility Management
Connecticut
$445K -$58.9K -953 -12%
JWM
2152
Janiczek Wealth Management
Colorado
$444K +$151K +2,402 +52%
FAG
2153
Financial Advisory Group
Texas
$443K
PWM
2154
Provident Wealth Management
Tennessee
$443K +$2.98K +48 +0.7%
FBT
2155
First Bank & Trust
South Dakota
$440K +$215K +3,467 +96%
BLC
2156
Brown, Lisle/Cummings
Rhode Island
$440K +$7.75K +125 +2%
WA
2157
Wealth Architects
California
$439K -$15.4K -248 -3%
CIG
2158
Cascade Investment Group
Colorado
$439K -$18.4K -296 -4%
BFPW
2159
BOK Financial Private Wealth
Colorado
$438K +$2.06K +33 +0.5%
GC
2160
Gibson Capital
Pennsylvania
$437K +$62K +1,000 +17%
MW
2161
MBL Wealth
North Carolina
$436K +$240K +3,869 +122%
AGA
2162
Arkos Global Advisors
Texas
$436K -$61.5K -991 -12%
LWM
2163
Liberty Wealth Management
California
$436K +$436K +7,025 New
SWP
2164
Summit Wealth Partners
Florida
$433K
COCM
2165
Charter Oak Capital Management
New Hampshire
$433K +$38.7K +624 +10%
WW
2166
Westshore Wealth
California
$433K +$14.3K +231 +3%
TDC
2167
Thompson Davis & Co
Virginia
$433K -$49.6K -800 -10%
GTAM
2168
Global Trust Asset Management
Florida
$432K -$50.2K -810 -10%
FW
2169
FirstPurpose Wealth
Utah
$430K -$26.2K -423 -6%
NCM
2170
Northside Capital Management
Oregon
$429K
CNB
2171
Camden National Bank
Maine
$429K -$193K -3,109 -31%
GA
2172
Geller Advisors
New York
$427K +$155K +2,482 +57%
PSC
2173
Prentiss Smith & Co
Vermont
$427K
MCCA
2174
Mill Creek Capital Advisors
Pennsylvania
$426K -$6.02K -97 -1%
CAM
2175
Connacht Asset Management
New York
$425K -$415K -6,686 -49%