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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 %
BDA
2176
Borer Denton & Associates
Pennsylvania
$425K -$19K -306 -4%
PPWM
2177
PFG Private Wealth Management
Florida
$424K +$304K +4,899 +253%
IFWM
2178
Institute for Wealth Management
Colorado
$424K -$24.9K -401 -6%
MRWM
2179
ML&R Wealth Management
Texas
$423K +$228K +3,673 +117%
TCM
2180
TD Capital Management
Tennessee
$423K
DIM
2181
Delta Investment Management
California
$423K -$1.37K -22 -0.3%
FC
2182
Fulcrum Capital
Washington
$422K
SAM
2183
SignalPoint Asset Management
Missouri
$421K
AI
2184
Atom Investors
Texas
$420K +$420K +6,775 New
PWAG
2185
Polaris Wealth Advisory Group
California
$419K -$6.38M -102,896 -94%
PWM
2186
Prentice Wealth Management
New York
$419K +$20.7K +334 +5%
CAMG
2187
CWA Asset Management Group
Florida
$419K -$66K -1,064 -14%
TIA
2188
Tiemann Investment Advisors
California
$419K -$3.1K -50 -0.7%
WPP
2189
Whalerock Point Partners
Rhode Island
$419K -$14.5K -233 -3%
ML
2190
McAdam LLC
Pennsylvania
$418K +$23.2K +374 +6%
OAM
2191
Oak Asset Management
California
$418K -$1.06K -17 -0.3%
DA
2192
Dillon & Associates
Michigan
$417K +$153K +2,465 +58%
AAS
2193
Annex Advisory Services
Wisconsin
$417K -$99.7K -1,608 -19%
DA
2194
Dover Advisors
Virginia
$416K +$416K +6,650 New
MHR
2195
Matthew Hamilton Rosenberg
$415K -$17.3K -279 -4%
SA
2196
SRH Advisors
Kansas
$415K
KA
2197
Klingman & Associates
New York
$414K +$16.1K +259 +4%
CHP
2198
Cable Hill Partners
Oregon
$413K +$1.38K +22 +0.3%
AWP
2199
Ascent Wealth Partners
New York
$413K
BHPW
2200
Beverly Hills Private Wealth
California
$413K +$95.6K +1,541 +30%