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Coca-Cola Consolidated

467 hedge funds and large institutions have $4.82B invested in Coca-Cola Consolidated in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 147 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

2% more funds holding

Funds holding: 457467 (+10)

1% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 146

4% less capital invested

Capital invested by funds: $5.04B → $4.82B (-$218M)

21.32% less ownership

Funds ownership: 519.15%497.83% (-21%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $218K

Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
6.15%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
62
Increased
147
Reduced
146
Closed
45
Calls
Puts
$218K
Net Calls
-$218K
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
226
Globeflex Capital
California
$643K -$259K -2,070 -29%
PAG
227
Private Advisor Group
New Jersey
$638K -$148K -1,180 -19%
MCM
228
Mendel Capital Management
Arkansas
$630K
DIP
229
Davis Investment Partners
North Carolina
$627K
FRM
230
Fox Run Management
Connecticut
$624K +$193K +1,540 +45%
GC
231
Guggenheim Capital
Illinois
$612K -$188K -1,500 -24%
SAM
232
Securian Asset Management
Minnesota
$597K
DekaBank Deutsche Girozentrale
233
DekaBank Deutsche Girozentrale
Germany
$593K
CA
234
Clearstead Advisors
Ohio
$588K
PCM
235
Prelude Capital Management
New York
$578K -$154K -1,230 -21%
TSS
236
Two Sigma Securities
New York
$578K +$575K +4,590 New
FRA
237
Frank Rimerman Advisors
California
$575K
Lido Advisors
238
Lido Advisors
California
$572K +$1.25K +10 +0.2%
MA
239
Mezzasalma Advisors
New Jersey
$566K +$562K +4,490 New
RAM
240
Resona Asset Management
Japan
$558K +$555K +4,430 New
CIBC Private Wealth Group
241
CIBC Private Wealth Group
Georgia
$556K +$27.5K +220 +5%
OQS
242
Occudo Quantitative Strategies
Florida
$548K +$230K +1,840 +73%
MIM
243
Macroview Investment Management
Maryland
$546K
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$542K -$88.9K -710 -14%
BPA
245
Beacon Pointe Advisors
California
$538K +$1.25K +10 +0.2%
QCM
246
Quantinno Capital Management
New York
$533K +$155K +1,240 +41%
TCM
247
Towercrest Capital Management
Pennsylvania
$531K
BHCM
248
Brevan Howard Capital Management
Jersey
$527K +$523K +4,180 New
BAM
249
Berkshire Asset Management
Pennsylvania
$518K
Verition Fund Management
250
Verition Fund Management
Connecticut
$513K +$313K +2,500 +159%

COKE Hedge Fund Activity: Q4 2024 in Review

467 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2024, worth a combined $4.82B — down 4.3% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new COKE positions and 45 closed out — a net gain of 17 holders — while 147 added to existing stakes and 146 trimmed.

The largest buyer was Estuary Capital Management, opening a new position worth an estimated $42.6M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $66.2M sold.

  • 467 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2024, up from 457 in Q3 2024.
  • Funds reported $4.82B of Coca-Cola Consolidated stock for Q4 2024, down 4.3% quarter-over-quarter.
  • 62 funds opened new Coca-Cola Consolidated positions in Q4 2024 and 45 closed out, a net change of +17 holders.
  • The largest Coca-Cola Consolidated buyer in Q4 2024 was Estuary Capital Management, an estimated $42.6M added.
  • The largest Coca-Cola Consolidated seller in Q4 2024 was Hennessy Advisors Inc, an estimated $66.2M sold.

Based on aggregated 13F filings for Q4 2024.