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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
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$4.45K -$619 -10 -13%
SIC
277
Salem Investment Counselors
North Carolina
$3.18K
BWM
278
Baystate Wealth Management
Massachusetts
$3.18K +$3.09K +50 New
CMP
279
Coston McIsaac & Partners
Maine
$3K
HCP
280
Hexagon Capital Partners
Arkansas
$2.54K
MRCM
281
M&R Capital Management
New Jersey
$2.54K
SIC
282
SJS Investment Consulting
Ohio
$1.91K
CFGS
283
Concourse Financial Group Securities
Alabama
$1.91K
DA
284
Denali Advisors
California
$1.91K
GRP
285
Global Retirement Partners
California
$1.91K +$1.24K +20 +200%
MAM
286
Meeder Asset Management
Ohio
$1.27K -$9.9K -160 -89%
AF
287
Advisornet Financial
Minnesota
$1.27K
DI
288
Disciplined Investments
Oklahoma
$1.27K
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$1.27K
FA
290
Fiduciary Alliance
South Carolina
$636 +$619 +10 New
HI
291
Horizon Investments
North Carolina
$636 +$619 +10 New
ECM
292
EMC Capital Management
Texas
$261
CWP
293
Concord Wealth Partners
Virginia
$250
PAM
294
Panagora Asset Management
Massachusetts
-$1.05M -19,530 Closed
VI
295
Versor Investments
New York
-$1.03M -19,290 Closed
SG Americas Securities
296
SG Americas Securities
New York
-$670K -12,520 Closed
YIH
297
Y-Intercept (HK)
Hong Kong
-$651K -12,170 Closed
OWM
298
OneAscent Wealth Management
Alabama
-$401K -7,500 Closed
Jacobs Levy Equity Management
299
Jacobs Levy Equity Management
New Jersey
-$384K -7,170 Closed
XT
300
XTX Topco
Cayman Islands
-$278K -5,190 Closed

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.