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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 %
BPFA
2451
Barnes Pettey Financial Advisors
Mississippi
$277K -$21K -339 -7%
FF
2452
Francis Financial
$276K +$11.6K +187 +4%
KCM
2453
KRS Capital Management
Michigan
$276K
RFG
2454
RFP Financial Group
Georgia
$276K -$5.12M -82,519 -95%
FFA
2455
Fragasso Financial Advisors
Pennsylvania
$276K
NFSG
2456
Newbridge Financial Services Group
Florida
$276K -$1.92K -31 -0.7%
BWM
2457
Buckley Wealth Management
Nevada
$275K
B
2458
Bensler
Washington
$274K +$12.3K +199 +5%
CWM
2459
CarsonAllaria Wealth Management
Illinois
$274K -$2.79K -45 -1%
APC
2460
Asset Planning Corporation
Tennessee
$274K
NWMG
2461
National Wealth Management Group
Ohio
$274K -$1.86K -29 -0.7%
TF
2462
Threadgill Financial
Texas
$274K
CWM
2463
Curi Wealth Management
North Carolina
$273K
TFM
2464
TFC Financial Management
Massachusetts
$273K +$3.72K +60 +1%
CWM
2465
Castle Wealth Management
Florida
$272K -$6.25K -100 -2%
BWA
2466
BDO Wealth Advisors
Florida
$272K -$5.58K -90 -2%
WIM
2467
Westside Investment Management
California
$271K
UAML
2468
US Asset Management LLC
Pennsylvania
$271K -$1.92K -31 -0.7%
VAFP
2469
Vahanian & Associates Financial Planning
New York
$271K
CPWA
2470
Cerro Pacific Wealth Advisors
California
$270K +$270K +4,358 New
TA
2471
Trellis Advisors
Washington
$270K +$32.2K +519 +14%
BSSFA
2472
Baron Silver Stevens Financial Advisors
Florida
$270K +$25.7K +414 +11%
SPP
2473
Single Point Partners
Massachusetts
$270K -$208K -3,350 -44%
MWM
2474
Merriman Wealth Management
Washington
$270K +$53.4K +859 +25%
SCA
2475
Southern Capital Advisors
Tennessee
$270K -$69.4K -1,119 -20%