KO icon

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 %
PAA
2326
Peregrine Asset Advisers
Oregon
$313K +$313K +5,598 New
RWA
2327
Rooted Wealth Advisors
Illinois
$313K +$42.9K +749 +16%
AIM
2328
Acropolis Investment Management
Missouri
$313K -$13.4K -239 -4%
OL
2329
Optas LLC
Texas
$310K -$18.9K -337 -6%
BCM
2330
Buckhead Capital Management
Georgia
$310K -$2.59M -46,245 -89%
SAM
2331
Sawgrass Asset Management
Florida
$310K
HFA
2332
High Falls Advisors
New York
$308K
CIM
2333
Contravisory Investment Management
Massachusetts
$308K -$20.7K -369 -6%
AIA
2334
Arbor Investment Advisors
North Carolina
$308K +$56 +1 +0%
BTIM
2335
BancFirst Trust & Investment Management
Oklahoma
$307K +$46K +824 +18%
CA
2336
Cornerstone Advisory
Maryland
$307K -$21K -375 -6%
RWI
2337
Red Wave Investments
Pennsylvania
$306K +$56 +1 +0%
FIBT
2338
First International Bank & Trust
North Dakota
$306K
AWM
2339
Ameliora Wealth Management
Switzerland
$305K
CFO
2340
Colony Family Offices
North Carolina
$304K +$304K +5,379 New
RW
2341
Rede Wealth
Virginia
$303K -$34.1K -610 -10%
SA
2342
SL Advisors
New Jersey
$303K -$7K -125 -2%
SCA
2343
Sippican Capital Advisors
Massachusetts
$302K +$2.91K +52 +1%
FFG
2344
Frisch Financial Group
New York
$302K -$15K -269 -5%
AL
2345
ADE LLC
Maryland
$302K
SWM
2346
Selective Wealth Management
Virginia
$301K -$9.58K -174 -3%
ACM
2347
Alethea Capital Management
Washington
$299K
LT
2348
Legacy Trust
Michigan
$298K -$18.1K -323 -6%
PTCG
2349
Pring Turner Capital Group
California
$298K -$18.8K -335 -6%
TWA
2350
TCI Wealth Advisors
Arizona
$298K -$6.94K -124 -2%