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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 %
KWM
2301
Kaydan Wealth Management
Michigan
$329K
TWM
2302
TriaGen Wealth Management
California
$329K +$280 +5 +0.1%
OCM
2303
Orleans Capital Management
Louisiana
$329K -$9.8K -175 -3%
DI
2304
DAGCO Inc
Ohio
$328K -$743K -8,110 -69%
VCM
2305
Viewpoint Capital Management
Washington
$327K +$168 +3 +0.1%
DDPIC
2306
Deroy & Devereaux Private Investment Counsel
Michigan
$325K
WTB
2307
Washington Trust Bank
Washington
$325K -$1.29K -23 -0.4%
WMA
2308
Wealth Management Associates
New Jersey
$325K +$8.34K +149 +3%
SC
2309
Schoolcraft Capital
Colorado
$325K
MGI
2310
MayTech Global Investments
New York
$324K
WFA
2311
Websterrogers Financial Advisors
South Carolina
$324K
KA
2312
KLCM Advisors
Wisconsin
$322K -$11.7K -209 -4%
KOMWMG
2313
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$321K +$18.3K +326 +6%
FPGK
2314
Financial Partners Group (Kansas)
Kansas
$321K +$321K +5,658 New
BFA
2315
Bill Few Associates
Pennsylvania
$320K +$26.7K +477 +9%
RFN
2316
Redwood Financial Network
Ohio
$319K -$92.8K -1,658 -23%
CCM
2317
Crew Capital Management
Ohio
$319K +$1.12K +20 +0.4%
F4L
2318
Fortune 45 LLC
Louisiana
$318K +$168 +3 +0.1%
ACM
2319
Adalta Capital Management
New York
$317K
CNAM
2320
Campbell Newman Asset Management
Wisconsin
$317K
KAS
2321
KPP Advisory Services
Kentucky
$317K +$317K +5,655 New
LSIA
2322
LaSalle St. Investment Advisors
Illinois
$315K +$22.4K +401 +8%
SQA
2323
Simon Quick Advisors
New Jersey
$314K -$42K -751 -12%
CC
2324
Cornerstone Capital
California
$313K
SA
2325
SAM Advisors
California
$313K +$7K +125 +2%