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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 %
SNB
2376
Security National Bank
Nebraska
$288K
PWMG
2377
Provence Wealth Management Group
California
$288K -$79.3K -1,416 -22%
JFGIW
2378
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$287K +$78.5K +1,392 +38%
GJIA
2379
Glass Jacobson Investment Advisors
Maryland
$287K +$9.57K +171 +3%
FCFC
2380
First Commonwealth Financial Corp
Pennsylvania
$286K
RDFA
2381
Ritter Daniher Financial Advisory
Ohio
$285K +$11.2K +200 +4%
OPOWM
2382
One Plus One Wealth Management
Florida
$284K -$28K -500 -9%
HI
2383
Humankind Investments
New York
$283K +$7.22K +129 +3%
AWA
2384
Acorn Wealth Advisors
Michigan
$283K -$560 -10 -0.2%
MAWA
2385
Moss Adams Wealth Advisors
Washington
$283K +$283K +5,049 New
LAS
2386
LWM Advisory Services
Florida
$283K -$2.68K -48 -0.9%
AMCA
2387
Arthur M. Cohen & Associates
Illinois
$281K +$23.8K +425 +9%
EW
2388
Element Wealth
Mississippi
$281K -$560 -10 -0.2%
ZIG
2389
Zuckerman Investment Group
Illinois
$281K -$16.7K -298 -6%
PCM
2390
Prelude Capital Management
New York
$281K +$281K +5,019 New
HWA
2391
Heartwood Wealth Advisors
Virginia
$281K -$526K -9,400 -65%
AWC
2392
Adamsbrown Wealth Consultants
Kansas
$280K +$4.31K +77 +2%
CWM
2393
Concentric Wealth Management
California
$280K
GPI
2394
General Partner Inc
Pennsylvania
$279K
JSW
2395
Journey Strategic Wealth
New Jersey
$279K -$53K -946 -16%
IAG
2396
Investmark Advisory Group
Connecticut
$279K +$3.42K +61 +1%
PCTC
2397
Perkins Coie Trust Company
Washington
$278K +$194K +3,459 +228%
LFA
2398
Landmark Financial Advisors
Kentucky
$278K +$4.14K +74 +2%
BL
2399
BFSG LLC
California
$278K -$3.08K -55 -1%
TA
2400
TruWealth Advisors
Louisiana
$277K -$6.27K -112 -2%