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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 %
BS
2401
Bessemer Securities
New York
$277K -$715K -12,775 -72%
PFA
2402
Pure Financial Advisors
California
$277K -$33.4K -596 -11%
PMG
2403
Private Management Group
California
$277K +$1.01K +18 +0.4%
NCM
2404
NCM Capital Management
New Jersey
$276K -$2.97K -53 -1%
RWM
2405
RKL Wealth Management
Pennsylvania
$276K -$4.98K -89 -2%
KWM
2406
Keebeck Wealth Management
Illinois
$275K -$3.39K -60 -1%
WA
2407
Wealthstream Advisors
New York
$275K -$3.75K -67 -1%
CBFP
2408
Cedar Brook Financial Partners
Ohio
$274K -$9.07K -162 -3%
CFGSD
2409
Compass Financial Group (South Dakota)
South Dakota
$273K -$56 -1 -0%
WWC
2410
Waypoint Wealth Counsel
Georgia
$273K -$896 -16 -0.3%
BIP
2411
Blueprint Investment Partners
North Carolina
$273K -$620K -11,076 -69%
CCA
2412
Cravens & Co Advisors
Tennessee
$272K
EBT
2413
Enterprise Bank & Trust
Massachusetts
$272K -$48.7K -870 -15%
AFG
2414
Albion Financial Group
Utah
$271K +$1.57K +28 +0.6%
TF
2415
Trek Financial
Arizona
$271K -$5.04K -90 -2%
CI
2416
Carroll Investors
South Carolina
$271K +$271K +4,845 New
NCM
2417
Noesis Capital Mangement
Florida
$271K -$13.8K -247 -5%
MIFH
2418
Migdal Insurance & Financial Holdings
Israel
$271K -$29.2K -521 -10%
CWA
2419
Centennial Wealth Advisory
Michigan
$270K -$5.65K -101 -2%
MAM
2420
Meeder Asset Management
Ohio
$269K -$18.2K -325 -6%
VIM
2421
VELA Investment Management
Ohio
$268K
SFS
2422
Security Financial Services
Indiana
$268K -$25.2K -451 -9%
WP
2423
WealthSpring Partners
California
$267K +$69.6K +1,244 +35%
BSSFA
2424
Baron Silver Stevens Financial Advisors
Florida
$266K +$22.2K +397 +9%
FPCG
2425
Fort Pitt Capital Group
Pennsylvania
$266K +$672 +12 +0.3%