Coca-Cola Consolidated
COKE
467 hedge funds and large institutions have $4.82B invested in Coca-Cola Consolidated in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 147 increasing their positions, 146 reducing their positions, and 45 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
38% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 45
2% more funds holding
Funds holding: 457 → 467 (+10)
1% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 146
4% less capital invested
Capital invested by funds: $5.04B → $4.82B (-$218M)
21.32% less ownership
Funds ownership: 519.15% → 497.83% (-21%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $218K
Top Buyers
| 1 |
ECM
Estuary Capital Management
Wayzata,
Minnesota
|
+$42.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$39.1M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$23.2M |
| 4 |
BlackRock
New York
|
+$22.7M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$13.9M |
Top Sellers
| 1 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$66.2M |
| 2 |
Millennium Management
New York
|
-$37.9M |
| 3 |
Jane Street
New York
|
-$25.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$19.2M |
| 5 |
Goldman Sachs
New York
|
-$18.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DOA
501
D'Orazio & Associates
Falls Church,
Virginia
| – | -$204K | -1,550 | Closed |
|
|
KP
502
Keel Point
Huntsville,
Alabama
| – | -$200K | -1,520 | Closed |
|
|
ACM
503
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$72.4K | -550 | Closed |
|
|
HT
504
Headlands Technologies
Chicago,
Illinois
| – | -$38.2K | -290 | Closed |
|
|
SA
505
SRH Advisors
Salina,
Kansas
| – | -$22.4K | -170 | Closed |
|
|
CPA
506
Capital Performance Advisors
Walnut Creek,
California
| – | -$19.7K | -150 | Closed |
|
507
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$14K | -110 | Closed |
|
|
FFA
508
Frazier Financial Advisors
Columbus,
Ohio
| – | -$11.8K | -90 | Closed |
|
|
HGA
509
Hobbs Group Advisors
Columbia,
South Carolina
| – | -$11.2K | -90 | Closed |
|
|
APC
510
Aspire Private Capital
Cornelius,
North Carolina
| – | -$7.9K | -60 | Closed |
|
511
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$3.95K | -30 | Closed |
|
|
SFCL
512
Strengthening Families & Communities LLC
Boston,
Massachusetts
| – | -$1.34K | -10 | Closed |
|
COKE Hedge Fund Activity: Q4 2024 in Review
467 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2024, worth a combined $4.82B — down 4.3% from $5.04B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new COKE positions and 45 closed out — a net gain of 17 holders — while 147 added to existing stakes and 146 trimmed.
The largest buyer was Estuary Capital Management, opening a new position worth an estimated $42.6M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $66.2M sold.
- 467 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2024, up from 457 in Q3 2024.
- Funds reported $4.82B of Coca-Cola Consolidated stock for Q4 2024, down 4.3% quarter-over-quarter.
- 62 funds opened new Coca-Cola Consolidated positions in Q4 2024 and 45 closed out, a net change of +17 holders.
- The largest Coca-Cola Consolidated buyer in Q4 2024 was Estuary Capital Management, an estimated $42.6M added.
- The largest Coca-Cola Consolidated seller in Q4 2024 was Hennessy Advisors Inc, an estimated $66.2M sold.
Based on aggregated 13F filings for Q4 2024.