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Coca-Cola Consolidated

292 hedge funds and large institutions have $2.4B invested in Coca-Cola Consolidated in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

24% more capital invested

Capital invested by funds: $1.93B → $2.4B (+$465M)

20.92% more ownership

Funds ownership: 430.69%451.61% (+21%)

4% more funds holding

Funds holding: 282292 (+10)

8% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 92

Holders
292
Holders Change
+10
Holders Change %
+3.55%
% of All Funds
4.58%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
99
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
226
TD Waterhouse Canada
Ontario, Canada
$126K
GWS
227
Glassman Wealth Services
Virginia
$97.9K
IRC
228
Investors Research Corp
Georgia
$89K
GWM
229
Geneos Wealth Management
Colorado
$80.8K
CT
230
Caldwell Trust
Florida
$79.5K
MFG
231
Mendota Financial Group
Wisconsin
$78.2K +$76.1K +1,230 New
UB
232
UMB Bank
Missouri
$74.4K
NFSG
233
Newbridge Financial Services Group
Florida
$71.9K -$23.5K -380 -25%
C
234
Covestor
United Kingdom
$61K +$47K +760 +422%
FHA
235
First Horizon Advisors
Tennessee
$56K
LFG
236
Larson Financial Group
Missouri
$48.4K
S
237
SignatureFD
Georgia
$47.7K -$22.3K -360 -32%
PPWM
238
PFG Private Wealth Management
Florida
$47.7K
SOW
239
State of Wyoming
Wyoming
$47.1K -$59.4K -960 -56%
SWM
240
Spire Wealth Management
Virginia
$46.4K +$28.5K +460 +170%
QCG
241
Quadrant Capital Group
Ohio
$44.5K
GWSG
242
GPS Wealth Strategies Group
Colorado
$39.8K +$619 +10 +2%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$39K
BTI
244
Blue Trust Inc
Georgia
$32K -$17.3K -280 -32%
Ohio Public Employees Retirement System (OPERS)
245
Ohio Public Employees Retirement System (OPERS)
Ohio
$32K
HPC
246
HM Payson & Co
Maine
$31.8K
NRG
247
Nemes Rush Group
Michigan
$28.9K +$27.8K +450 New
QC
248
Quent Capital
New York
$27.3K
HCM
249
Hollencrest Capital Management
California
$26.7K -$6.18K -100 -19%
BCMLT
250
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.4K

COKE Hedge Fund Activity: Q2 2023 in Review

292 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q2 2023, worth a combined $2.4B — up 24% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new COKE positions and 25 closed out — a net gain of 13 holders — while 99 added to existing stakes and 92 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $20.2M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $33M.

  • 292 institutional investors held Coca-Cola Consolidated (COKE) as of Q2 2023, up from 282 in Q1 2023.
  • Funds reported $2.4B of Coca-Cola Consolidated stock for Q2 2023, up 24% quarter-over-quarter.
  • 38 funds opened new Coca-Cola Consolidated positions in Q2 2023 and 25 closed out, a net change of +13 holders.
  • The largest Coca-Cola Consolidated buyer in Q2 2023 was Assenagon Asset Management, an estimated $20.2M added.
  • The largest Coca-Cola Consolidated seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2023.