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Coca-Cola Consolidated

277 hedge funds and large institutions have $1.44B invested in Coca-Cola Consolidated in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

10% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 92

1% less funds holding

Funds holding: 280277 (-3)

3.29% less ownership

Funds ownership: 424.64%421.35% (-3.3%)

28% less capital invested

Capital invested by funds: $2B → $1.44B (-$552M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
277
Holders Change
-3
Holders Change %
-1.07%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
46
Increased
83
Reduced
92
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
251
Gradient Investments
Minnesota
$6K
ETC
252
Exchange Traded Concepts
Oklahoma
$5K -$1.18M -23,910 -100%
CFD
253
Creative Financial Designs
Indiana
$5K
EI
254
Ellevest Inc
New York
$5K +$1.97K +40 +50%
MPWT
255
MassMutual Private Wealth & Trust
Connecticut
$4K -$4.43K -90 -47%
RA
256
Rise Advisors
New York
$4K
BCWM
257
Bartlett & Co Wealth Management
Ohio
$3.29K -$6.4K -130 -62%
BC
258
Bartlett & Co
Ohio
$3K -$6.4K -130 -62%
HCP
259
Hexagon Capital Partners
Arkansas
$3K +$1.48K +30 +60%
BC
260
Burleson & Co
California
$3K +$2.46K +50 +250%
CMP
261
Coston McIsaac & Partners
Maine
$2K -$2.46K -50 -45%
LC
262
Lindbrook Capital
California
$2K -$984 -20 -29%
BIA
263
Bell Investment Advisors
California
$2K
GC
264
Globeflex Capital
California
$2K
SIC
265
Salem Investment Counselors
North Carolina
$2K
DFCM
266
Dark Forest Capital Management
Puerto Rico
$2K +$1.97K +40 New
WFA
267
Wipfli Financial Advisors
Wisconsin
$2K +$1.97K +40 New
IA
268
IFP Advisors
Florida
$2K +$3.44K +70 +100%
JWA
269
JFS Wealth Advisors
Pennsylvania
$1K -$1.97K -40 -67%
SC
270
Schubert & Co
Texas
$1K -$492 -10 -25%
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$1K +$984 +20 New
CFGS
272
Concourse Financial Group Securities
Alabama
$1K +$1.48K +30 New
Bank of Montreal
273
Bank of Montreal
Ontario, Canada
$735 +$348K +7,080 +81%
Jacobs Levy Equity Management
274
Jacobs Levy Equity Management
New Jersey
-$10.2M -180,880 Closed
NA
275
Navellier & Associates
Nevada
-$6.02M -106,750 Closed

COKE Hedge Fund Activity: Q3 2022 in Review

277 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2022, worth a combined $1.44B — down 28% from $2B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new COKE positions and 45 closed out — a net gain of 1 holder — while 83 added to existing stakes and 92 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $38.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $143M.

  • 277 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2022, down from 280 in Q2 2022.
  • Funds reported $1.44B of Coca-Cola Consolidated stock for Q3 2022, down 28% quarter-over-quarter.
  • 46 funds opened new Coca-Cola Consolidated positions in Q3 2022 and 45 closed out, a net change of +1 holder.
  • The largest Coca-Cola Consolidated buyer in Q3 2022 was Janus Henderson Group, an estimated $38.7M added.
  • The largest Coca-Cola Consolidated seller in Q3 2022 was T. Rowe Price Associates, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2022.