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Coca-Cola Consolidated

280 hedge funds and large institutions have $2B invested in Coca-Cola Consolidated in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $1.74B → $2B (+$253M)

5% more funds holding

Funds holding: 267280 (+13)

20% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 97

70.14% less ownership

Funds ownership: 494.78%424.64% (-70%)

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
78
Reduced
97
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
276
Schubert & Co
Texas
$2K +$522 +10 +33%
BC
277
Burleson & Co
California
$1K
DI
278
Disciplined Investments
Oklahoma
$1K
IA
279
IFP Advisors
Florida
$1K
SFG
280
Steward Financial Group
Texas
$1K +$1.57K +30 New
Bank of Montreal
281
Bank of Montreal
Ontario, Canada
$503 -$414K -7,930 -48%
Pacer Advisors
282
Pacer Advisors
Pennsylvania
-$14.7M -296,800 Closed
Assenagon Asset Management
283
Assenagon Asset Management
Luxembourg
-$4.04M -81,320 Closed
SGI
284
Summit Global Investments
Utah
-$3.28M -65,970 Closed
VCM
285
Virtue Capital Management
Tennessee
-$1.24M -25,010 Closed
VI
286
Versor Investments
New York
-$1.07M -21,640 Closed
Toronto Dominion Bank
287
Toronto Dominion Bank
Ontario, Canada
-$795K -16,000 Closed
Balyasny Asset Management
288
Balyasny Asset Management
Illinois
-$783K -15,750 Closed
State Board of Administration of Florida Retirement System
289
State Board of Administration of Florida Retirement System
Florida
-$760K -15,300 Closed
JMPWA
290
JP Morgan Private Wealth Advisors
California
-$605K -12,180 Closed
HMS
291
Hanseatic Management Services
New Mexico
-$540K -10,860 Closed
Lido Advisors
292
Lido Advisors
California
-$414K -8,340 Closed
PFG
293
PAX Financial Group
Texas
-$409K -8,240 Closed
IA
294
Inspire Advisors
Idaho
-$391K -7,860 Closed
JG
295
Jefferies Group
New York
-$269K -5,410 Closed
TCM
296
Tradewinds Capital Management
Washington
-$79K -1,600 Closed
MCC
297
Money Concepts Capital
Florida
-$69K -1,380 Closed
GCM
298
Gladius Capital Management
Illinois
-$65K -1,300 Closed
AW
299
Alaethes Wealth
Nevada
-$58K -1,160 Closed
BFC
300
Bedel Financial Consulting
Indiana
-$35K -710 Closed