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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
SS
251
Sunbelt Securities
Texas
$23.5K +$22.9K +370 New
SIS
252
Sound Income Strategies
Florida
$22.3K +$3.09K +50 +17%
EAM
253
Eukles Asset Management
Ohio
$21.6K
EWA
254
EverSource Wealth Advisors
Alabama
$21K +$8.04K +130 +65%
AAM
255
Advisors Asset Management
Colorado
$20.4K +$19.8K +320 New
PMEF
256
Point72 Middle East FZE
United Arab Emirates
$18.4K -$71.7K -1,160 -80%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$17.2K +$1.24K +20 +8%
HI
258
Harbour Investments
Wisconsin
$15.9K
TWM
259
Tradition Wealth Management
Minnesota
$15K
PA
260
Parallel Advisors
California
$14.6K +$1.24K +20 +10%
VCM
261
Versant Capital Management
Arizona
$14K +$619 +10 +5%
LC
262
Lindbrook Capital
California
$12.7K
MSFP
263
Mark Sheptoff Financial Planning
Connecticut
$12.7K
FP
264
Financial Perspectives
Minnesota
$11.3K
BBHC
265
Brown Brothers Harriman & Co
New York
$10.2K
GI
266
Gradient Investments
Minnesota
$8.9K
IA
267
IFP Advisors
Florida
$8.27K -$3.71K -60 -32%
CFD
268
Creative Financial Designs
Indiana
$8.27K
PTC
269
Private Trust Company
Ohio
$7.63K
HNB
270
Huntington National Bank
Ohio
$7K +$6.8K +110 New
IGWM
271
ICA Group Wealth Management
Colorado
$6.36K -$1.86K -30 -23%
GA
272
GoalVest Advisory
New York
$6.36K +$6.18K +100 New
RAM
273
Riggs Asset Management
Pennsylvania
$4.78K
JWA
274
JFS Wealth Advisors
Pennsylvania
$4.45K
BIA
275
Bell Investment Advisors
California
$4.45K +$619 +10 +17%

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.