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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
SO
76
STRS Ohio
Ohio
$1.01M +$577K +21,000 +150%
I
77
INVST
Indiana
$1.01M +$180K +6,550 +24%
TPSF
78
Texas Permanent School Fund
Texas
$1M -$71.2K -2,590 -7%
CSS
79
Cubist Systematic Strategies
Connecticut
$963K -$103K -3,750 -10%
Deutsche Bank
80
Deutsche Bank
Germany
$917K -$256K -9,310 -23%
LPL Financial
81
LPL Financial
California
$887K +$56.3K +2,050 +7%
Two Sigma Advisers
82
Two Sigma Advisers
New York
$837K -$192K -7,000 -19%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$796K -$45.3K -1,650 -6%
Holocene Advisors
84
Holocene Advisors
New York
$758K +$721K +26,250 New
Citigroup
85
Citigroup
New York
$686K -$546K -19,880 -46%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$645K +$147K +5,360 +32%
EGM
87
Engineers Gate Manager
New York
$619K -$238K -8,650 -29%
LSERS
88
Louisiana State Employees Retirement System
Louisiana
$606K – – –
Balyasny Asset Management
89
Balyasny Asset Management
Illinois
$601K +$572K +20,820 New
MAM
90
Martingale Asset Management
Massachusetts
$580K -$27.5K -1,000 -5%
Creative Planning
91
Creative Planning
Kansas
$573K +$50.6K +1,840 +10%
DCM
92
Dupont Capital Management
Delaware
$571K +$49.2K +1,790 +10%
OPERF
93
Oregon Public Employees Retirement Fund
Oregon
$539K – – –
MIM
94
MetLife Investment Management
New Jersey
$503K -$107K -3,890 -18%
Victory Capital Management
95
Victory Capital Management
Texas
$501K +$93.7K +3,410 +24%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$496K +$102K +3,720 +29%
II
97
Inspire Investing
Idaho
$481K +$457K +16,640 New
KBC Group
98
KBC Group
Belgium
$472K – – –
Osaic Holdings
99
Osaic Holdings
Arizona
$450K +$53.9K +1,960 +14%
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$447K – – –
2 3
4
5 6

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.