We are live on ! Find out more
COKE icon

Coca-Cola Consolidated
COKE

237 hedge funds and large institutions have $1.38B invested in Coca-Cola Consolidated in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

5% more funds holding

Funds holding: 225 → 237 (+12)

2% less capital invested

Capital invested by funds: $1.42B → $1.38B (-$33.6M)

3.11% less ownership

Funds ownership: 497.13% → 494.02% (-3.1%)

14% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 74

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
237
Holders Change
+12
Holders Change %
+5.33%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
64
Reduced
74
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$12.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$10.4M
3
LSV Asset Management
LSV Asset Management
Illinois
+$8.42M
4
VIA
Vident Investment Advisory
Georgia
+$1.91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.87M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$6.55M
2
BlackRock
BlackRock
New York
-$6.02M
3
Invesco
Invesco
Georgia
-$5.01M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.66M
5
Wells Fargo
Wells Fargo
California
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
226
Creative Financial Designs
Indiana
$5K – – –
JCM
227
Jacobi Capital Management
Pennsylvania
$5K – – –
YAL
228
Your Advocates Ltd
Texas
$4K +$3.98K +100 New
BIA
229
Bell Investment Advisors
California
$2K +$1.59K +40 New
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$2K +$1.99K +50 New
BC
231
Burleson & Co
California
$1K – – –
JFGIW
232
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
FCAS
233
First Command Advisory Services
Texas
$1K +$796 +20 New
DOA
234
D'Orazio & Associates
Virginia
$1K +$1.19K +30 New
Nisa Investment Advisors
235
Nisa Investment Advisors
Missouri
$120 – – –
Skandinaviska Enskilda Banken (SEB)
236
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$2.9M -72,000 Closed
Holocene Advisors
237
Holocene Advisors
New York
– -$1.58M -39,340 Closed
WRM
238
Weybosset Research & Management
Rhode Island
– -$208K -38,470 Closed
Axa
239
Axa
France
– -$1.33M -33,000 Closed
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
– -$1.21M -29,970 Closed
Squarepoint
241
Squarepoint
New York
– -$712K -17,700 Closed
DTL
242
Dynamic Technology Lab
Singapore
– -$513K -12,760 Closed
E
243
Ergoteles
New York
– -$402K -10,000 Closed
STA
244
Summit Trail Advisors
New York
– -$402K -10,000 Closed
ECM
245
ExodusPoint Capital Management
New York
– -$386K -9,590 Closed
JF
246
Jump Financial
Illinois
– -$281K -7,000 Closed
PA
247
Profund Advisors
Maryland
– -$233K -5,820 Closed
AC
248
Alexandria Capital
Virginia
– -$201K -5,000 Closed
ASN
249
Advisory Services Network
Georgia
– -$64K -1,580 Closed
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
– -$8K -190 Closed
7 8 9
10
11

COKE Hedge Fund Activity: Q3 2021 in Review

237 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2021, worth a combined $1.38B — down 2.4% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new COKE positions and 16 closed out — a net gain of 12 holders — while 64 added to existing stakes and 74 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12.2M. The largest seller was Norges Bank, cutting an estimated $6.55M.

  • 237 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $1.38B of Coca-Cola Consolidated stock for Q3 2021, down 2.4% quarter-over-quarter.
  • 28 funds opened new Coca-Cola Consolidated positions in Q3 2021 and 16 closed out, a net change of +12 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2021 was Goldman Sachs, an estimated $12.2M added.
  • The largest Coca-Cola Consolidated seller in Q3 2021 was Norges Bank, an estimated $6.55M sold.

Based on aggregated 13F filings for Q3 2021.