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Coca-Cola Consolidated

150 hedge funds and large institutions have $772M invested in Coca-Cola Consolidated in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

11.68% more ownership

Funds ownership: 489.36%501.04% (+12%)

3% more funds holding

Funds holding: 146150 (+4)

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

3% less capital invested

Capital invested by funds: $800M → $772M (-$27.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
44
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Carroll Financial Associates
North Carolina
$465K -$22.5K -1,020 -5%
JG
77
Jefferies Group
New York
$439K +$449K +20,340 New
SAM
78
Symphony Asset Management
California
$410K -$176K -7,960 -30%
LSERS
79
Louisiana State Employees Retirement System
Louisiana
$410K
SCA
80
STALEY CAPITAL ADVISERS
Pennsylvania
$410K
TRSOTSOK
81
Teachers Retirement System of the State of Kentucky
Kentucky
$399K
MERSOM
82
Municipal Employees' Retirement System of Michigan
Michigan
$375K +$141K +6,400 +58%
Creative Planning
83
Creative Planning
Kansas
$373K -$2.43K -110 -0.6%
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$360K +$155K +7,010 +73%
AG
85
Aperio Group
California
$357K +$2.87K +130 +0.8%
Squarepoint
86
Squarepoint
New York
$340K -$1.14M -51,670 -77%
SG Americas Securities
87
SG Americas Securities
New York
$337K +$141K +6,390 +69%
UBS AM
88
UBS AM
Illinois
$306K
First Trust Advisors
89
First Trust Advisors
Illinois
$299K -$31.4K -1,420 -9%
CIM
90
CIM Investment Management
Pennsylvania
$296K
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$281K +$288K +13,040 New
MC
92
Menta Capital
California
$280K +$287K +13,000 New
RJA
93
Raymond James & Associates
Florida
$279K +$285K +12,910 New
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$270K
BFA
95
Bragg Financial Advisors
North Carolina
$266K
HFS
96
Haverford Financial Services
Pennsylvania
$257K +$263K +11,890 New
Macquarie Group
97
Macquarie Group
Australia
$256K +$262K +11,870 New
MSA
98
Mason Street Advisors
Wisconsin
$254K +$6.84K +310 +3%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$238K -$16.8K -760 -6%
IAA
100
Independent Advisor Alliance
North Carolina
$237K