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Coca-Cola Consolidated
COKE

202 hedge funds and large institutions have $1.02B invested in Coca-Cola Consolidated in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

10% more capital invested

Capital invested by funds: $926M → $1.02B (+$89.4M)

5.78% more ownership

Funds ownership: 490.81% → 496.6% (+5.8%)

4% more funds holding

Funds holding: 195 → 202 (+7)

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
3.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
72
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
+$5.68M
2
BlackRock
BlackRock
New York
+$5.25M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.93M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.35M
5
Morgan Stanley
Morgan Stanley
New York
+$2.41M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.8M
2
Norges Bank
Norges Bank
Norway
-$3.03M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.67M
4
Wells Fargo
Wells Fargo
California
-$2.22M
5
MSL
Mackay Shields LLC
New York
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$5.99M +$5.68M +206,690 +24,316%
HAG
27
HighPoint Advisor Group
Illinois
$5.76M – – –
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$5.67M +$4.93M +179,270 +1,056%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$4.36M +$41.8K +1,520 +1%
Legal & General Group
30
Legal & General Group
United Kingdom
$4.36M +$8.52K +310 +0.2%
Goldman Sachs
31
Goldman Sachs
New York
$4.05M +$537K +19,530 +16%
Swiss National Bank
32
Swiss National Bank
Switzerland
$3.31M +$55K +2,000 +2%
Bank of America
33
Bank of America
North Carolina
$3.14M +$1.39M +50,420 +86%
Renaissance Technologies
34
Renaissance Technologies
New York
$3.07M -$934K -34,000 -24%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.99M -$209K -7,620 -7%
New York State Teachers Retirement System (NYSTRS)
36
New York State Teachers Retirement System (NYSTRS)
New York
$2.79M -$27.5K -1,000 -1%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$2.77M -$239K -8,690 -8%
AQR Capital Management
38
AQR Capital Management
Connecticut
$2.73M +$148K +5,400 +6%
FNBOO
39
First National Bank of Omaha
Nebraska
$2.55M +$472K +17,180 +24%
SOADOR
40
State of Alaska Department of Revenue
Alaska
$2.51M +$954K +34,730 +66%
Skandinaviska Enskilda Banken (SEB)
41
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.31M – – –
CS
42
Credit Suisse
Switzerland
$2.22M +$418K +15,220 +25%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$2.05M -$17.3K -630 -0.9%
AllianceBernstein
44
AllianceBernstein
Tennessee
$2M – – –
Citadel Advisors
45
Citadel Advisors
Florida
$1.9M +$52.5K +1,910 +3%
Barclays
46
Barclays
United Kingdom
$1.86M +$353K +12,850 +25%
First Trust Advisors
47
First Trust Advisors
Illinois
$1.71M +$1.12M +40,760 +221%
Prudential Financial
48
Prudential Financial
New Jersey
$1.67M +$30.8K +1,120 +2%
UBS AM
49
UBS AM
Illinois
$1.6M – – –
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$1.58M -$594K -21,600 -28%
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COKE Hedge Fund Activity: Q1 2021 in Review

202 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q1 2021, worth a combined $1.02B — up 9.7% from $926M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new COKE positions and 17 closed out — a net gain of 8 holders — while 72 added to existing stakes and 49 trimmed.

The largest buyer was Federated Hermes, adding an estimated $5.68M. The largest seller was T. Rowe Price Associates, cutting an estimated $13.8M.

  • 202 institutional investors held Coca-Cola Consolidated (COKE) as of Q1 2021, up from 195 in Q4 2020.
  • Funds reported $1.02B of Coca-Cola Consolidated stock for Q1 2021, up 9.7% quarter-over-quarter.
  • 25 funds opened new Coca-Cola Consolidated positions in Q1 2021 and 17 closed out, a net change of +8 holders.
  • The largest Coca-Cola Consolidated buyer in Q1 2021 was Federated Hermes, an estimated $5.68M added.
  • The largest Coca-Cola Consolidated seller in Q1 2021 was T. Rowe Price Associates, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2021.