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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 %
VWMG
2201
Virginia Wealth Management Group
Virginia
$413K
DOA
2202
D'Orazio & Associates
Virginia
$411K +$50K +806 +14%
EWM
2203
Endurance Wealth Management
Rhode Island
$411K
AWM
2204
Ameliora Wealth Management
Switzerland
$411K +$411K +6,625 New
SSWG
2205
Seven Springs Wealth Group
Tennessee
$410K +$2.61K +42 +0.6%
SDWIA
2206
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$409K
PJSIMP
2207
P.J. Schmidt Investment Management (PJS)
Wisconsin
$409K +$26.9K +422 +7%
CS
2208
Cannell & Spears
New York
$409K +$87.7K +1,414 +27%
BIAS
2209
Beacon Investment Advisory Services
New Jersey
$409K
WFA
2210
Websterrogers Financial Advisors
South Carolina
$408K
WFAG
2211
Wescott Financial Advisory Group
Pennsylvania
$407K +$27.7K +447 +7%
SRC
2212
Shufro Rose & Co
New York
$407K -$66.7K -1,076 -14%
MA
2213
Mezzasalma Advisors
New Jersey
$407K -$1.49K -24 -0.4%
JF
2214
Jump Financial
Illinois
$407K +$181K +2,925 +80%
AA
2215
Advisory Alpha
Michigan
$405K +$1.43K +23 +0.4%
GIP
2216
Granite Investment Partners
California
$405K
RW
2217
Rede Wealth
Virginia
$404K
LB
2218
Legacy Bridge
Iowa
$404K
SCM
2219
Sterneck Capital Management
Missouri
$404K
FFG
2220
Frisch Financial Group
New York
$403K +$11.3K +182 +3%
LC
2221
Landaas & Company
Wisconsin
$403K +$86.1K +1,389 +27%
WAG
2222
Wallace Advisory Group
California
$402K +$8.06K +130 +2%
BSC
2223
Brown Shipley & Co
United Kingdom
$402K +$402K +6,475 New
HBW
2224
Hazlett, Burt & Watson
West Virginia
$401K +$56.7K +916 +16%
CIC
2225
Cornercap Investment Counsel
Georgia
$400K -$1.53M -24,662 -79%