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Coca-Cola Consolidated
COKE

237 hedge funds and large institutions have $1.38B invested in Coca-Cola Consolidated in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

5% more funds holding

Funds holding: 225 → 237 (+12)

2% less capital invested

Capital invested by funds: $1.42B → $1.38B (-$33.6M)

3.11% less ownership

Funds ownership: 497.13% → 494.02% (-3.1%)

14% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 74

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
237
Holders Change
+12
Holders Change %
+5.33%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
64
Reduced
74
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$12.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$10.4M
3
LSV Asset Management
LSV Asset Management
Illinois
+$8.42M
4
VIA
Vident Investment Advisory
Georgia
+$1.91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.87M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$6.55M
2
BlackRock
BlackRock
New York
-$6.02M
3
Invesco
Invesco
Georgia
-$5.01M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.66M
5
Wells Fargo
Wells Fargo
California
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
VRS
51
Virginia Retirement Systems
Virginia
$2.4M +$318K +8,000 +15%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$2.38M +$81.2K +2,040 +4%
Prudential Financial
53
Prudential Financial
New Jersey
$2.33M -$54.1K -1,360 -2%
CS
54
Credit Suisse
Switzerland
$2.33M -$241K -6,060 -9%
WG
55
Winton Group
United Kingdom
$2.17M +$140K +3,520 +7%
Millennium Management
56
Millennium Management
New York
$2.07M +$617K +15,510 +42%
Barclays
57
Barclays
United Kingdom
$2.05M +$650K +16,340 +46%
PP
58
PDT Partners
New York
$1.92M +$185K +4,660 +11%
VIA
59
Vident Investment Advisory
Georgia
$1.89M +$1.91M +48,050 New
First Trust Advisors
60
First Trust Advisors
Illinois
$1.87M -$2.47M -62,130 -57%
MAM
61
Martingale Asset Management
Massachusetts
$1.8M +$1.04M +26,200 +134%
APG Asset Management
62
APG Asset Management
Netherlands
$1.77M – – –
VOYA Investment Management
63
VOYA Investment Management
Georgia
$1.69M +$16.3K +410 +1%
LPL Financial
64
LPL Financial
California
$1.63M +$182K +4,570 +12%
Canada Life
65
Canada Life
Manitoba, Canada
$1.58M – – –
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$1.58M +$398K +10,000 +33%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$1.57M -$18.3K -460 -1%
I
68
INVST
Indiana
$1.52M +$56.9K +1,430 +4%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$1.49M – – –
Comerica Bank
70
Comerica Bank
Texas
$1.49M -$54.9K -1,380 -4%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$1.48M -$17.1K -430 -1%
GC
72
Gratus Capital
Georgia
$1.46M -$271K -6,820 -16%
COPPSERS
73
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.39M -$17.1K -430 -1%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$1.36M -$275K -6,920 -17%
TPSF
75
Texas Permanent School Fund
Texas
$1.35M -$9.95K -250 -0.7%
1 2
3
4 5

COKE Hedge Fund Activity: Q3 2021 in Review

237 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2021, worth a combined $1.38B — down 2.4% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new COKE positions and 16 closed out — a net gain of 12 holders — while 64 added to existing stakes and 74 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12.2M. The largest seller was Norges Bank, cutting an estimated $6.55M.

  • 237 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $1.38B of Coca-Cola Consolidated stock for Q3 2021, down 2.4% quarter-over-quarter.
  • 28 funds opened new Coca-Cola Consolidated positions in Q3 2021 and 16 closed out, a net change of +12 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2021 was Goldman Sachs, an estimated $12.2M added.
  • The largest Coca-Cola Consolidated seller in Q3 2021 was Norges Bank, an estimated $6.55M sold.

Based on aggregated 13F filings for Q3 2021.