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Coca-Cola

2,857 hedge funds and large institutions have $189B invested in Coca-Cola in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,125 increasing their positions, 1,123 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,857
Holders Change
-9
Holders Change %
-0.31%
% of All Funds
45.73%
Holding in Top 10
91
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-23.53%
% of All Funds
1.46%
New
158
Increased
1,125
Reduced
1,123
Closed
103
Calls
$2.32B
Puts
$1.76B
Net Calls
+$566M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
2401
Private Management Group
California
$298K -$22.2K -358 -7%
WG
2402
Watchman Group
Texas
$298K
VIM
2403
VELA Investment Management
Ohio
$297K
KF
2404
Krilogy Financial
Missouri
$296K -$32.6K -525 -10%
EGWAG
2405
Elwood & Goetz Wealth Advisory Group
Georgia
$295K +$31K +500 +12%
AFP
2406
Alpha Financial Partners
Kentucky
$295K +$16.5K +266 +6%
CGFA
2407
Colton Groome Financial Advisors
North Carolina
$294K +$49.8K +803 +20%
FPCG
2408
Fort Pitt Capital Group
Pennsylvania
$294K -$123K -1,984 -29%
CCA
2409
Cravens & Co Advisors
Tennessee
$294K
SFS
2410
Security Financial Services
Indiana
$292K
WWC
2411
Waypoint Wealth Counsel
Georgia
$292K +$8.38K +135 +3%
DG
2412
DMC Group
Alabama
$291K
RAM
2413
Redmond Asset Management
Virginia
$291K
GWP
2414
Gateway Wealth Partners
Wisconsin
$290K +$6.2K +100 +2%
TFGT
2415
TS Financial Group (TSFG)
Illinois
$289K -$7.25K -117 -2%
WWM
2416
Windsor Wealth Management
Indiana
$289K
SRC
2417
Sage Rhino Capital
California
$289K +$11.5K +185 +4%
DA
2418
Drake & Associates
Wisconsin
$289K +$186 +3 +0.1%
TA
2419
TruWealth Advisors
Louisiana
$289K -$33.6K -542 -10%
TCWM
2420
Total Clarity Wealth Management
Illinois
$288K +$15.9K +257 +6%
FFA
2421
Fi3 Financial Advisors
Indiana
$288K +$33.9K +546 +13%
W
2422
WealthOne
New York
$288K -$6.39K -103 -2%
IFS
2423
Intelligent Financial Strategies
Minnesota
$288K
BTIM
2424
BancFirst Trust & Investment Management
Oklahoma
$288K +$25.9K +419 +10%
KWS
2425
Keystone Wealth Services
California
$287K -$1.74K -28 -0.6%