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Coca-Cola Consolidated
COKE

311 hedge funds and large institutions have $2.41B invested in Coca-Cola Consolidated in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

7% more funds holding

Funds holding: 292 → 311 (+19)

3% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 98

1% more capital invested

Capital invested by funds: $2.4B → $2.41B (+$18.3M)

0.58% more ownership

Funds ownership: 451.61% → 452.19% (+0.58%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
311
Holders Change
+19
Holders Change %
+6.51%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
37
Increased
101
Reduced
98
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$14.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$13.2M
3
VRS
Virginia Retirement Systems
Virginia
+$13.1M
4
Charles Schwab
Charles Schwab
California
+$10.6M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$10.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$33.4M
2
First Trust Advisors
First Trust Advisors
Illinois
-$26.8M
3
Man Group
Man Group
United Kingdom
-$19.6M
4
Marshall Wace
Marshall Wace
United Kingdom
-$17.9M
5
SBH
Segall Bryant & Hamill
Illinois
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
301
Steward Financial Group
Texas
$3K +$3.99K +60 New
HCP
302
Hexagon Capital Partners
Arkansas
$2.54K – – –
SIC
303
SJS Investment Consulting
Ohio
$1.91K – – –
DA
304
Denali Advisors
California
$1.91K – – –
CFGS
305
Concourse Financial Group Securities
Alabama
$1.91K – – –
Fisher Asset Management
306
Fisher Asset Management
Washington
$1.91K +$1.99K +30 New
AF
307
Advisornet Financial
Minnesota
$1.27K – – –
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$1.27K – – –
SFCL
309
Strengthening Families & Communities LLC
Massachusetts
$1K +$665 +10 New
GRP
310
Global Retirement Partners
California
$645 -$1.33K -20 -67%
HI
311
Horizon Investments
North Carolina
$636 – – –
CWP
312
Concord Wealth Partners
Virginia
$250 – – –
Marshall Wace
313
Marshall Wace
United Kingdom
– -$17.9M -280,740 Closed
SBH
314
Segall Bryant & Hamill
Illinois
– -$12.1M -189,600 Closed
QC
315
Quadrature Capital
United Kingdom
– -$6.51M -102,410 Closed
TC
316
TwinBeech Capital
New York
– -$1.78M -28,060 Closed
JF
317
Jump Financial
Illinois
– -$1.46M -23,000 Closed
DCM
318
Dupont Capital Management
Delaware
– -$611K -9,600 Closed
PCM
319
Prelude Capital Management
New York
– -$202K -3,170 Closed
PPWM
320
PFG Private Wealth Management
Florida
– -$47.7K -750 Closed
SOW
321
State of Wyoming
Wyoming
– -$47.1K -740 Closed
GWSG
322
GPS Wealth Strategies Group
Colorado
– -$39.8K -630 Closed
PMEF
323
Point72 Middle East FZE
United Arab Emirates
– -$18.4K -290 Closed
IGWM
324
ICA Group Wealth Management
Colorado
– -$6.36K -100 Closed
DI
325
Disciplined Investments
Oklahoma
– -$1.27K -20 Closed
10 11 12
13
14

COKE Hedge Fund Activity: Q3 2023 in Review

311 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2023, worth a combined $2.41B — up 0.76% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new COKE positions and 16 closed out — a net gain of 21 holders — while 101 added to existing stakes and 98 trimmed.

The largest buyer was Public Employees Retirement Association of Colorado, adding an estimated $14.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $33.4M.

  • 311 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2023, up from 292 in Q2 2023.
  • Funds reported $2.41B of Coca-Cola Consolidated stock for Q3 2023, up 0.76% quarter-over-quarter.
  • 37 funds opened new Coca-Cola Consolidated positions in Q3 2023 and 16 closed out, a net change of +21 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2023 was Public Employees Retirement Association of Colorado, an estimated $14.5M added.
  • The largest Coca-Cola Consolidated seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $33.4M sold.

Based on aggregated 13F filings for Q3 2023.