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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 %
WHCI
2151
W.H. Cornerstone Investments
Massachusetts
$407K -$6.11K -109 -1%
GAM
2152
Garrison Asset Management
Arkansas
$407K +$114K +2,035 +39%
EIG
2153
Ellenbecker Investment Group
Wisconsin
$406K -$300K -3,150 -43%
HFP
2154
Holistic Financial Partners
Indiana
$405K +$4.53K +81 +1%
WMS
2155
Wealth Management Solutions
Pennsylvania
$405K +$168 +3 +0%
CPA
2156
Cardiff Park Advisors
California
$405K
NF
2157
Norwood Financial
Pennsylvania
$405K
AI
2158
AXS Investments
New York
$405K -$152K -2,719 -27%
WA
2159
Wambolt & Associates
Colorado
$405K -$41.8K -753 -9%
SIM
2160
SSI Investment Management
California
$404K -$3.64K -65 -0.9%
HFM
2161
Harvest Fund Management
China
$403K -$593K -10,597 -60%
TC
2162
Trust Company
Kansas
$402K +$40.8K +729 +11%
CF
2163
Clarity Financial
Texas
$401K -$8.54M -152,576 -96%
MGIA
2164
Matthew Goff Investment Advisor
Texas
$401K -$5.21K -93 -1%
WPP
2165
Whalerock Point Partners
Rhode Island
$400K
UWPG
2166
Ullmann Wealth Partners Group
Florida
$400K -$49.9K -892 -11%
TFA
2167
Triad Financial Advisors
North Carolina
$400K +$48.8K +871 +14%
FAG
2168
Financial Advisory Group
Texas
$399K -$560 -10 -0.1%
LWM
2169
Liberty Wealth Management
California
$399K +$1.73K +31 +0.4%
T
2170
TRUADVICE
Florida
$399K -$55.6K -981 -12%
Financial Engines Advisors
2171
Financial Engines Advisors
California
$398K +$110K +1,941 +38%
GC
2172
Gibson Capital
Pennsylvania
$398K +$2.41K +43 +0.6%
BWFA
2173
Baltimore-Washington Financial Advisors
Maryland
$398K -$2.52K -45 -0.6%
SFG
2174
SNS Financial Group
Minnesota
$398K -$16.4K -291 -4%
BBW
2175
Blue Barn Wealth
Utah
$397K -$6.05K -108 -1%