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Coca-Cola Consolidated
COKE

277 hedge funds and large institutions have $1.7B invested in Coca-Cola Consolidated in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 100 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

18% more capital invested

Capital invested by funds: $1.44B → $1.7B (+$259M)

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

0% more funds holding

Funds holding: 277 → 277 (0)

0.55% less ownership

Funds ownership: 421.35% → 420.81% (-0.55%)

17% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 100

Holders
277
Holders Change
–
Holders Change %
0%
% of All Funds
4.45%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
36
Increased
83
Reduced
100
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$22.5M
2
Invesco
Invesco
Georgia
+$17.2M
3
BlackRock
BlackRock
New York
+$9.4M
4
UBS Group
UBS Group
Switzerland
+$8.6M
5
Norges Bank
Norges Bank
Norway
+$6.36M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$30.6M
2
Goldman Sachs
Goldman Sachs
New York
-$9.08M
3
Millennium Management
Millennium Management
New York
-$6.15M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$5.43M
5
Bessemer Group
Bessemer Group
New Jersey
-$5.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
301
Point72 Hong Kong
Hong Kong
– -$60K -1,450 Closed
CAL
302
Capital Analysts LLC
Pennsylvania
– -$46K -1,110 Closed
GWSG
303
GPS Wealth Strategies Group
Colorado
– -$26K -620 Closed
HPC
304
HM Payson & Co
Maine
– -$21K -500 Closed
LSA
305
Leonteq Securities AG
Switzerland
– -$12.4K -300 Closed
ETC
306
Exchange Traded Concepts
Oklahoma
– -$5K -120 Closed
BC
307
Bartlett & Co
Ohio
– -$3K -80 Closed
BCWM
308
Bartlett & Co Wealth Management
Ohio
– -$3.29K -80 Closed
DFCM
309
Dark Forest Capital Management
Puerto Rico
– -$2K -40 Closed
9 10 11 12
13

COKE Hedge Fund Activity: Q4 2022 in Review

277 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2022, worth a combined $1.7B — up 18% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new COKE positions and 32 closed out — a net gain of 4 holders — while 83 added to existing stakes and 100 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $22.5M. The largest seller was Janus Henderson Group, cutting an estimated $30.6M.

  • 277 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $1.7B of Coca-Cola Consolidated stock for Q4 2022, up 18% quarter-over-quarter.
  • 36 funds opened new Coca-Cola Consolidated positions in Q4 2022 and 32 closed out, a net change of +4 holders.
  • The largest Coca-Cola Consolidated buyer in Q4 2022 was AQR Capital Management, an estimated $22.5M added.
  • The largest Coca-Cola Consolidated seller in Q4 2022 was Janus Henderson Group, an estimated $30.6M sold.

Based on aggregated 13F filings for Q4 2022.