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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 %
BLC
2176
Brown, Lisle/Cummings
Rhode Island
$395K +$336 +6 +0.1%
BWA
2177
Beam Wealth Advisors
Louisiana
$395K +$21.6K +386 +6%
PBO
2178
Peoples Bank (Ohio)
Ohio
$394K +$7.17K +128 +2%
KL
2179
KWMG LLC
Kansas
$394K -$3.86K -69 -1%
BFPW
2180
BOK Financial Private Wealth
Colorado
$394K
FVWA
2181
Foster Victor Wealth Advisors
South Carolina
$394K +$23.3K +438 +6%
BWA
2182
Bordeaux Wealth Advisors
California
$393K -$166K -2,971 -30%
EIP
2183
Ellis Investment Partners
Pennsylvania
$392K -$42.1K -752 -10%
HA
2184
Herold Advisors
New York
$392K -$8.01K -143 -2%
CMANY
2185
Capital Management Associates (New York)
New York
$392K -$448K -8,000 -53%
BWG
2186
Beta Wealth Group
California
$392K +$5.71K +102 +1%
MFC
2187
Morris Financial Concepts
South Carolina
$392K -$14.1K -251 -3%
MKC
2188
M. Kraus & Co
Vermont
$391K
SIA
2189
Schear Investment Advisers
Ohio
$391K -$41.7K -745 -10%
AP
2190
Adero Partners
California
$391K +$36.7K +655 +10%
AGA
2191
Arkos Global Advisors
Texas
$389K -$3.42K -61 -0.9%
CANY
2192
Caxton Associates (New York)
New York
$389K +$179K +3,203 +86%
CCM
2193
Carlson Capital Management
Minnesota
$388K -$4.14K -74 -1%
SL
2194
Sentry LLC
Tennessee
$388K +$44.8K +801 +13%
Kovitz Investment Group Partners
2195
Kovitz Investment Group Partners
Illinois
$387K -$150K -2,671 -28%
LB
2196
Legacy Bridge
Iowa
$387K
AHB
2197
Abner Herrman & Brock
New Jersey
$386K -$12.7K -227 -3%
TF
2198
TLWM Financial
Texas
$386K +$3.92K +70 +1%
CIG
2199
Cascade Investment Group
Colorado
$385K +$2.74K +49 +0.7%
SIA
2200
SeaBridge Investment Advisors
New Jersey
$385K +$385K +6,882 New