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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 %
GP
2201
Girard Partners
Pennsylvania
$385K -$77.2K -1,379 -17%
TA
2202
TKG Advisors
Indiana
$384K +$19.8K +353 +5%
DIM
2203
Delta Investment Management
California
$382K
PWM
2204
Provident Wealth Management
Tennessee
$382K -$9.24K -165 -2%
BA
2205
Birinyi Associates
Connecticut
$381K -$16.3K -292 -4%
BSC
2206
Brown Shipley & Co
United Kingdom
$381K +$21.8K +390 +6%
PGWM
2207
Parisi Gray Wealth Management
New Jersey
$381K +$10.9K +194 +3%
IFWM
2208
Institute for Wealth Management
Colorado
$380K -$2.63K -47 -0.7%
BDA
2209
Borer Denton & Associates
Pennsylvania
$380K +$7.22K +129 +2%
HAG
2210
HF Advisory Group
Maryland
$379K +$26.6K +476 +8%
BCMLT
2211
Beacon Capital Management LLC (Tennessee)
Tennessee
$379K
TCM
2212
TD Capital Management
Tennessee
$379K -$5.77K -103 -1%
GTAM
2213
Global Trust Asset Management
Florida
$379K
PWAG
2214
Polaris Wealth Advisory Group
California
$378K +$378K +6,756 New
WP
2215
WealthPLAN Partners
Nebraska
$378K +$11.4K +203 +3%
MRWM
2216
ML&R Wealth Management
Texas
$378K -$3.86K -69 -1%
WA
2217
Wealth Architects
California
$377K -$3.75K -67 -1%
DIP
2218
Davis Investment Partners
North Carolina
$377K
OAM
2219
Oak Asset Management
California
$377K
WAAG
2220
Wealth Alliance Advisory Group
Kansas
$376K +$112 +2 +0%
GKWIM
2221
Gerber Kawasaki Wealth & Investment Management
California
$374K +$51.7K +923 +16%
JWM
2222
Janiczek Wealth Management
Colorado
$373K +$103K +1,830 +38%
HCA
2223
Horan Capital Advisors
Ohio
$373K +$183K +3,265 +96%
TIA
2224
Tiemann Investment Advisors
California
$373K -$5.04K -90 -1%
PSC
2225
Prentiss Smith & Co
Vermont
$373K -$12.1K -216 -3%