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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 %
BAM
2251
Blueshift Asset Management
New Jersey
$357K +$357K +6,384 New
KA
2252
Klingman & Associates
New York
$356K -$49.6K -886 -12%
JBA
2253
Johnson Bixby & Associates
Washington
$356K -$7.95K -142 -2%
MHR
2254
Matthew Hamilton Rosenberg
$355K +$8.12K +145 +2%
HPM
2255
Hoxton Planning & Management
West Virginia
$355K -$55.5K -992 -14%
TVWM
2256
Tower View Wealth Management
Wisconsin
$355K +$13.9K +249 +4%
LC
2257
Landaas & Company
Wisconsin
$354K
SDWIA
2258
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$353K -$504 -9 -0.1%
WOC
2259
West Oak Capital
California
$352K
SFC
2260
SYM Financial Corp
Indiana
$351K +$351K +6,276 New
CS
2261
Cannell & Spears
New York
$351K
FIB
2262
First Interstate Bank
Montana
$351K +$44.8K +800 +15%
CCP
2263
Carmel Capital Partners
California
$351K +$26.5K +473 +8%
OCM
2264
Objective Capital Management
Ohio
$351K -$14.2K -253 -4%
WFAG
2265
Wescott Financial Advisory Group
Pennsylvania
$351K
CSPAM
2266
Cary Street Partners Asset Management
Virginia
$351K -$10.7K -192 -3%
JLBC
2267
J.L. Bainbridge & Co
Florida
$351K +$784 +14 +0.2%
PJSIMP
2268
P.J. Schmidt Investment Management (PJS)
Wisconsin
$349K +$2.99K +55 +0.9%
USB
2269
Union Savings Bank
Connecticut
$349K
RPCONE
2270
Retirement Planning Company of New England
Rhode Island
$348K -$83.9K -1,498 -19%
LIG
2271
Lokken Investment Group
Delaware
$347K +$11.2K +200 +3%
FFA
2272
Farther Finance Advisors
California
$347K +$95K +1,697 +38%
CCM
2273
Chiron Capital Management
Florida
$347K -$560 -10 -0.2%
FIM
2274
Fernwood Investment Management
Massachusetts
$346K
UF
2275
Univest Financial
Pennsylvania
$346K