Coca-Cola Consolidated
COKE
176 hedge funds and large institutions have $737M invested in Coca-Cola Consolidated in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 38 closing their positions.
5.01% less ownership
Funds ownership: 525.54% → 520.52% (-5%)
13% less funds holding
Funds holding: 203 → 176 (-27)
22% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 65
30% less capital invested
Capital invested by funds: $1.06B → $737M (-$319M)
63% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 38
Top Buyers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$13.8M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$9.28M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.78M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$3.3M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.78M |
Top Sellers
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$8.71M |
| 2 |
BlackRock
New York
|
-$8.28M |
| 3 |
Man Group
London,
United Kingdom
|
-$7.15M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$5.38M |
| 5 |
Morgan Stanley
New York
|
-$4.31M |
COKE Hedge Fund Activity: Q1 2020 in Review
176 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q1 2020, worth a combined $737M — down 30% from $1.06B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of COKE and 14 opened new positions — a net loss of 24 holders — while 65 trimmed existing stakes and 51 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $13.8M. The largest seller was Fidelity International, exiting entirely with an estimated $8.71M sold.
- 176 institutional investors held Coca-Cola Consolidated (COKE) as of Q1 2020, down from 203 in Q4 2019.
- Funds reported $737M of Coca-Cola Consolidated stock for Q1 2020, down 30% quarter-over-quarter.
- 14 funds opened new Coca-Cola Consolidated positions in Q1 2020 and 38 closed out, a net change of -24 holders.
- The largest Coca-Cola Consolidated buyer in Q1 2020 was T. Rowe Price Associates, an estimated $13.8M added.
- The largest Coca-Cola Consolidated seller in Q1 2020 was Fidelity International, an estimated $8.71M sold.
Based on aggregated 13F filings for Q1 2020.