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Coca-Cola Consolidated
COKE

311 hedge funds and large institutions have $2.41B invested in Coca-Cola Consolidated in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

7% more funds holding

Funds holding: 292 → 311 (+19)

3% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 98

1% more capital invested

Capital invested by funds: $2.4B → $2.41B (+$18.3M)

0.58% more ownership

Funds ownership: 451.61% → 452.19% (+0.58%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
311
Holders Change
+19
Holders Change %
+6.51%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
37
Increased
101
Reduced
98
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$14.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$13.2M
3
VRS
Virginia Retirement Systems
Virginia
+$13.1M
4
Charles Schwab
Charles Schwab
California
+$10.6M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$10.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$33.4M
2
First Trust Advisors
First Trust Advisors
Illinois
-$26.8M
3
Man Group
Man Group
United Kingdom
-$19.6M
4
Marshall Wace
Marshall Wace
United Kingdom
-$17.9M
5
SBH
Segall Bryant & Hamill
Illinois
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
226
Aquatic Capital Management
Illinois
$229K +$39.9K +600 +20%
PCP
227
Proficio Capital Partners
Massachusetts
$228K – – –
CGH
228
Crossmark Global Holdings
Texas
$223K +$1.99K +30 +0.9%
HSA
229
HBK Sorce Advisory
Pennsylvania
$220K – – –
Envestnet Portfolio Solutions
230
Envestnet Portfolio Solutions
Illinois
$220K +$230K +3,460 New
B
231
Bailard
California
$220K -$102K -1,540 -31%
CS
232
Cannell & Spears
New York
$204K – – –
CIP
233
Convergence Investment Partners
Florida
$203K +$212K +3,190 New
PFO
234
Pathstone Family Office
New Jersey
$203K +$212K +3,190 New
LWCFA
235
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K – – –
AWM
236
Atticus Wealth Management
Florida
$191K – – –
MLICM
237
Metropolitan Life Insurance Company (MetLife)
New York
$175K +$9.31K +140 +5%
VFA
238
Virtus Fund Advisers
Connecticut
$151K – – –
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$132K – – –
TWC
240
TD Waterhouse Canada
Ontario, Canada
$130K – – –
State of Tennessee, Department of Treasury
241
State of Tennessee, Department of Treasury
Tennessee
$130K -$112K -1,680 -45%
WT
242
Whittier Trust
California
$127K – – –
LFG
243
Larson Financial Group
Missouri
$112K +$67.1K +1,010 +133%
GWS
244
Glassman Wealth Services
Virginia
$98K – – –
IRC
245
Investors Research Corp
Georgia
$89.1K – – –
C
246
Covestor
United Kingdom
$85K +$25.3K +380 +40%
GWM
247
Geneos Wealth Management
Colorado
$80.8K – – –
CT
248
Caldwell Trust
Florida
$79.5K – – –
MFG
249
Mendota Financial Group
Wisconsin
$78.3K – – –
UB
250
UMB Bank
Missouri
$70.6K -$3.99K -60 -5%
8 9
10
11 12

COKE Hedge Fund Activity: Q3 2023 in Review

311 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2023, worth a combined $2.41B — up 0.76% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new COKE positions and 16 closed out — a net gain of 21 holders — while 101 added to existing stakes and 98 trimmed.

The largest buyer was Public Employees Retirement Association of Colorado, adding an estimated $14.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $33.4M.

  • 311 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2023, up from 292 in Q2 2023.
  • Funds reported $2.41B of Coca-Cola Consolidated stock for Q3 2023, up 0.76% quarter-over-quarter.
  • 37 funds opened new Coca-Cola Consolidated positions in Q3 2023 and 16 closed out, a net change of +21 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2023 was Public Employees Retirement Association of Colorado, an estimated $14.5M added.
  • The largest Coca-Cola Consolidated seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $33.4M sold.

Based on aggregated 13F filings for Q3 2023.