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Coca-Cola Consolidated
COKE

271 hedge funds and large institutions have $2.13B invested in Coca-Cola Consolidated in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 18

54% more capital invested

Capital invested by funds: $1.38B → $2.13B (+$743M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more funds holding

Funds holding: 237 → 271 (+34)

8.72% less ownership

Funds ownership: 494.02% → 485.29% (-8.7%)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

Holders
271
Holders Change
+34
Holders Change %
+14.35%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
56
Increased
72
Reduced
87
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$9.52M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$3.95M
4
ACM
AlphaStar Capital Management
North Carolina
+$3.75M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.71M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$12M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$11.7M
3
Goldman Sachs
Goldman Sachs
New York
-$7.78M
4
Wells Fargo
Wells Fargo
California
-$5.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
276
Wellington Management Group
Massachusetts
– -$437K -11,080 Closed
CCM
277
Cullen Capital Management
New York
– -$224K -5,680 Closed
XT
278
XTX Topco
Cayman Islands
– -$201K -5,110 Closed
TSW
279
Thompson Siegel & Walmsley
Virginia
– -$59K -1,500 Closed
GEA
280
Glen Eagle Advisors
New Jersey
– -$39.4K -1,000 Closed
LWM
281
Liberty Wealth Management
California
– -$35K -800 Closed
AWA
282
Arkadios Wealth Advisors
Georgia
– -$20K -510 Closed
DFCM
283
Dark Forest Capital Management
Puerto Rico
– -$15K -390 Closed
SAI
284
Systematic Alpha Investments
New Jersey
– -$10K -240 Closed
CP
285
Corbenic Partners
Pennsylvania
– -$6K -160 Closed
JCM
286
Jacobi Capital Management
Pennsylvania
– -$5K -120 Closed
YAL
287
Your Advocates Ltd
Texas
– -$4K -100 Closed
DOA
288
D'Orazio & Associates
Virginia
– -$1K -30 Closed
FCAS
289
First Command Advisory Services
Texas
– -$1K -20 Closed
8 9 10 11
12

COKE Hedge Fund Activity: Q4 2021 in Review

271 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2021, worth a combined $2.13B — up 54% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new COKE positions and 18 closed out — a net gain of 38 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $9.52M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $12M.

  • 271 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2021, up from 237 in Q3 2021.
  • Funds reported $2.13B of Coca-Cola Consolidated stock for Q4 2021, up 54% quarter-over-quarter.
  • 56 funds opened new Coca-Cola Consolidated positions in Q4 2021 and 18 closed out, a net change of +38 holders.
  • The largest Coca-Cola Consolidated buyer in Q4 2021 was Lazard Asset Management, an estimated $9.52M added.
  • The largest Coca-Cola Consolidated seller in Q4 2021 was Jacobs Levy Equity Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2021.