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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.58M +$375K +13,650 +33%
MSL
52
Mackay Shields LLC
New York
$1.5M -$1.57M -57,180 -52%
American Century Companies
53
American Century Companies
Missouri
$1.49M +$1.42M +51,590 New
TD Asset Management
54
TD Asset Management
Ontario, Canada
$1.36M +$605K +22,000 +88%
Comerica Bank
55
Comerica Bank
Texas
$1.32M -$26.4K -960 -2%
UBS Group
56
UBS Group
Switzerland
$1.32M +$380K +13,820 +43%
GC
57
Gratus Capital
Georgia
$1.27M – – –
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$1.27M – – –
CIC
59
Cornercap Investment Counsel
Georgia
$1.27M +$225K +8,170 +23%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$1.25M +$45.1K +1,640 +4%
ZCM
61
Zebra Capital Management
Connecticut
$1.24M +$1.18M +42,760 New
APG Asset Management
62
APG Asset Management
Netherlands
$1.23M – – –
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$1.23M +$167K +6,060 +17%
GC
64
Globeflex Capital
California
$1.22M +$112K +4,090 +11%
WG
65
Winton Group
United Kingdom
$1.21M +$244K +8,860 +27%
Canada Life
66
Canada Life
Manitoba, Canada
$1.19M -$124K -4,510 -10%
Allianz Asset Management
67
Allianz Asset Management
Germany
$1.17M +$45.6K +1,660 +4%
PP
68
PDT Partners
New York
$1.16M +$205K +7,460 +23%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$1.13M – – –
Axa
70
Axa
France
$1.13M +$55K +2,000 +5%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$1.1M -$7.97K -290 -0.8%
VRS
72
Virginia Retirement Systems
Virginia
$1.1M +$165K +6,000 +19%
Los Angeles Capital Management
73
Los Angeles Capital Management
California
$1.09M -$60.5K -2,200 -6%
ETC
74
Exchange Traded Concepts
Oklahoma
$1.04M +$204K +7,410 +26%
COPPSERS
75
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.03M -$4.4K -160 -0.4%
1 2
3
4 5

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.