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Coca-Cola Consolidated

84 hedge funds and large institutions have $200M invested in Coca-Cola Consolidated in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

2% less funds holding

Funds holding: 8684 (-2)

22% less capital invested

Capital invested by funds: $255M → $200M (-$55.6M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
3
Increased
39
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$262K +$164K +24,760 +228%
BA
52
BlackRock Advisors
Delaware
$228K +$22.8K +3,450 +12%
AIG
53
American International Group
New York
$226K -$2.05K -310 -1%
BEAM
54
Baker Ellis Asset Management
Washington
$225K
Swiss National Bank
55
Swiss National Bank
Switzerland
$220K
WP
56
WMS Partners
Maryland
$220K +$198K +30,000 New
Nomura Holdings
57
Nomura Holdings
Japan
$213K +$193K +29,190 New
GC
58
Globeflex Capital
California
$212K -$46.2K -7,000 -19%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$146K
Bank of America
60
Bank of America
North Carolina
$117K +$55.6K +8,420 +112%
BG
61
BlackRock Group
United Kingdom
$77K
U
62
UBS
Switzerland
$70K -$12.7K -1,930 -17%
PAM
63
Panagora Asset Management
Massachusetts
$65K -$39.6K -6,000 -40%
Canada Life
64
Canada Life
Manitoba, Canada
$65K
CFA
65
Carroll Financial Associates
North Carolina
$47K +$9.31K +1,410 +28%
AC
66
Alexandria Capital
Virginia
$37K
TRCT
67
Tower Research Capital (TRC)
New York
$37K +$2.38K +360 +8%
SMG
68
Spectrum Management Group
Indiana
$37K +$33K +5,000 New
Barclays
69
Barclays
United Kingdom
$31K +$15.5K +2,340 +133%
Wells Fargo
70
Wells Fargo
California
$30K +$13.2K +2,000 +100%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$29K +$66 +10 +0.3%
LWCFA
72
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K
Creative Planning
73
Creative Planning
Kansas
$15K
ITIM
74
Indiana Trust & Investment Management
Indiana
$15K
JAM
75
Jolley Asset Management
North Carolina
$15K