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Coca-Cola Europacific Partners
CCEP

446 hedge funds and large institutions have $8.68B invested in Coca-Cola Europacific Partners in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 188 increasing their positions, 125 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

962% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $2.68M

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

50% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 125

3% more funds holding

Funds holding: 432 → 446 (+14)

0.47% more ownership

Funds ownership: 29.8% → 30.27% (+0.47%)

1% less capital invested

Capital invested by funds: $8.73B → $8.68B (-$51.5M)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
7.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
53
Increased
188
Reduced
125
Closed
35
Calls
$28.5M
Puts
$2.68M
Net Calls
+$25.8M
Net Calls Change
-$51K

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$90.3M
2
Fidelity International
Fidelity International
Bermuda
+$77.9M
3
Millennium Management
Millennium Management
New York
+$63.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$45.8M
5
Holocene Advisors
Holocene Advisors
New York
+$38M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$124M
2
TSAM
Trinity Street Asset Management
United Kingdom
-$99.4M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$77.4M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$60.1M
5
Lazard Asset Management
Lazard Asset Management
New York
-$47.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
426
GW&K Investment Management
Massachusetts
$2K – – –
TFGT
427
TS Financial Group (TSFG)
Illinois
$2K – – –
PCM
428
Penserra Capital Management
California
$2K +$636 +10 +38%
CSPIA
429
Cary Street Partners Investment Advisory
Virginia
$1.81K – – –
FCAS
430
First Command Advisory Services
Texas
$1.69K +$1.72K +27 New
EWM
431
Evermay Wealth Management
Virginia
$1.63K – – –
PCTC
432
Perkins Coie Trust Company
Washington
$1.62K +$1.65K +26 New
DAM
433
Delta Asset Management
Tennessee
$1.56K – – –
VWM
434
Venturi Wealth Management
Texas
$1.56K – – –
PWA
435
Provenance Wealth Advisors
Florida
$1.38K +$1.4K +22 New
NFSG
436
Newbridge Financial Services Group
Florida
$1.25K – – –
CPG
437
Cornerstone Planning Group
New Jersey
$1.25K +$382 +6 +43%
PFBT
438
Parkside Financial Bank & Trust
Missouri
$1.19K – – –
BIA
439
Bell Investment Advisors
California
$1K -$127 -2 -11%
CA
440
Centerpoint Advisors
Massachusetts
$1K – – –
CAL
441
Capital Analysts LLC
Pennsylvania
$1K +$700 +11 New
IRC
442
Investors Research Corp
Georgia
$937 +$954 +15 New
Jones Financial Companies
443
Jones Financial Companies
Missouri
$937 +$954 +15 New
RCM
444
Raleigh Capital Management
North Carolina
$915 +$954 +15 New
AWM
445
Abound Wealth Management
Tennessee
$500 – – –
BCM
446
Bourgeon Capital Management
Connecticut
$375 +$382 +6 New
NC
447
NewSquare Capital
Pennsylvania
$312 – – –
Citadel Advisors
448
Citadel Advisors
Florida
– -$124M -1,950,323 Closed
TSAM
449
Trinity Street Asset Management
United Kingdom
– -$99.4M -1,543,074 Closed
Voloridge Investment Management
450
Voloridge Investment Management
Florida
– -$14.5M -225,023 Closed
16 17
18
19 20

CCEP Hedge Fund Activity: Q3 2023 in Review

446 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Europacific Partners (CCEP) for Q3 2023, worth a combined $8.68B — down 0.59% from $8.73B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new CCEP positions and 35 closed out — a net gain of 18 holders — while 188 added to existing stakes and 125 trimmed.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $90.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $124M sold.

  • 446 institutional investors held Coca-Cola Europacific Partners (CCEP) as of Q3 2023, up from 432 in Q2 2023.
  • Funds reported $8.68B of Coca-Cola Europacific Partners stock for Q3 2023, down 0.59% quarter-over-quarter.
  • 53 funds opened new Coca-Cola Europacific Partners positions in Q3 2023 and 35 closed out, a net change of +18 holders.
  • The largest Coca-Cola Europacific Partners buyer in Q3 2023 was Fiduciary Management Inc, an estimated $90.3M added.
  • The largest Coca-Cola Europacific Partners seller in Q3 2023 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2023.