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Coca-Cola

2,866 hedge funds and large institutions have $195B invested in Coca-Cola in 2022 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 1,182 increasing their positions, 1,038 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+141
Holders Change %
+5.17%
% of All Funds
46.24%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
1.92%
New
307
Increased
1,182
Reduced
1,038
Closed
111
Calls
$2.91B
Puts
$2.14B
Net Calls
+$772M
Net Calls Change
+$597M
Name Holding Trade Value Shares
Change
Shares
Change %
RW
2201
Rede Wealth
Virginia
$415K +$191 +3 +0%
AA
2202
Advisory Alpha
Michigan
$414K -$35.1K -551 -8%
PIA
2203
Pinion Investment Advisors
Kansas
$414K -$179K -2,812 -30%
SCM
2204
Sterneck Capital Management
Missouri
$414K
LB
2205
Legacy Bridge
Iowa
$414K +$52.4K +824 +15%
LF
2206
Lee Financial
Texas
$413K +$318 +5 +0.1%
HPIA
2207
Hamilton Point Investment Advisors
North Carolina
$411K -$22.5K -353 -5%
PWM
2208
Prentice Wealth Management
New York
$408K +$37.3K +586 +10%
FMP
2209
Financial Management Professionals
Texas
$408K +$51.6K +811 +14%
KA
2210
Klingman & Associates
New York
$408K -$5.98K -94 -1%
HWM
2211
Horizon Wealth Management
Illinois
$408K +$46.7K +734 +13%
AP
2212
Adero Partners
California
$406K +$406K +6,386 New
PBO
2213
Peoples Bank (Ohio)
Ohio
$406K -$3.18K -50 -0.8%
COCM
2214
Charter Oak Capital Management
New Hampshire
$405K +$25.8K +405 +7%
JBA
2215
Johnson Bixby & Associates
Washington
$404K +$1.27K +20 +0.3%
WAG
2216
Wallace Advisory Group
California
$404K +$404K +6,348 New
CYG
2217
Clean Yield Group
Vermont
$402K +$39.1K +614 +11%
IRC
2218
Investors Research Corp
Georgia
$402K
LF
2219
Lantz Financial
Illinois
$402K +$636 +10 +0.2%
FFG
2220
Frisch Financial Group
New York
$402K -$3.82K -60 -0.9%
MAM
2221
Marotta Asset Management
Virginia
$401K
JGUA
2222
John G. Ullman & Associates
New York
$401K +$401K +6,306 New
OCM
2223
Orleans Capital Management
Louisiana
$400K
WOC
2224
West Oak Capital
California
$400K
UF
2225
Univest Financial
Pennsylvania
$400K