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Coca-Cola

2,866 hedge funds and large institutions have $184B invested in Coca-Cola in 2023 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 1,206 increasing their positions, 1,166 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+9
Holders Change %
+0.32%
% of All Funds
45.2%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.36%
New
141
Increased
1,206
Reduced
1,166
Closed
111
Calls
$1.86B
Puts
$1.54B
Net Calls
+$316M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Shares
Change %
3IP
2251
3Chopt Investment Partners
Virginia
$384K -$526K -8,631 -58%
BCM
2252
Becker Capital Management
Oregon
$383K +$54.6K +900 +17%
SQA
2253
Simon Quick Advisors
New Jersey
$383K +$24.3K +403 +7%
AP
2254
Adero Partners
California
$381K +$8.37K +139 +2%
LC
2255
Landaas & Company
Wisconsin
$381K -$10.2K -170 -3%
SDWIA
2256
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$380K -$17.4K -289 -4%
JCM
2257
Jacobsen Capital Management
Utah
$380K +$31.7K +526 +9%
SHGA
2258
Sand Hill Global Advisors
California
$380K +$361 +6 +0.1%
HAG
2259
HF Advisory Group
Maryland
$379K +$5.84K +97 +2%
WOC
2260
West Oak Capital
California
$379K
BCMLT
2261
Beacon Capital Management LLC (Tennessee)
Tennessee
$379K +$14.4K +239 +4%
CS
2262
Cannell & Spears
New York
$378K -$19.2K -319 -5%
TFA
2263
Triad Financial Advisors
North Carolina
$377K +$120 +2 +0%
AFT
2264
Alpha Family Trust
California
$377K
WFAG
2265
Wescott Financial Advisory Group
Pennsylvania
$377K -$18.4K -305 -5%
PWM
2266
Paulson Wealth Management
Illinois
$377K +$77.2K +1,282 +26%
JLBC
2267
J.L. Bainbridge & Co
Florida
$376K +$843 +14 +0.2%
CYG
2268
Clean Yield Group
Vermont
$376K
OQS
2269
Occudo Quantitative Strategies
Florida
$375K -$6.73M -111,778 -95%
EIA
2270
Edgemoor Investment Advisors
Maryland
$375K
CCM
2271
Chiron Capital Management
Florida
$374K +$17.5K +290 +5%
MHR
2272
Matthew Hamilton Rosenberg
$373K -$29.8K -495 -7%
FIM
2273
Fernwood Investment Management
Massachusetts
$372K
UF
2274
Univest Financial
Pennsylvania
$372K
BCG
2275
Breakwater Capital Group
New Jersey
$372K +$843 +14 +0.2%