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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
AAM
76
Azzad Asset Management
Virginia
$1.32M +$1.34M +33,590 New
Citigroup
77
Citigroup
New York
$1.3M -$549K -13,810 -30%
ETC
78
Exchange Traded Concepts
Oklahoma
$1.29M -$273K -6,860 -17%
CIC
79
Cornercap Investment Counsel
Georgia
$1.29M +$1.3M +32,780 New
Citadel Advisors
80
Citadel Advisors
Florida
$1.26M -$930K -23,380 -42%
Deutsche Bank
81
Deutsche Bank
Germany
$1.25M -$2.29M -57,550 -64%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$1.23M -$63.3K -1,590 -5%
AIG
83
American International Group
New York
$1.16M -$40.6K -1,020 -3%
SO
84
STRS Ohio
Ohio
$1.14M – – –
BA
85
Bellwether Advisors
Nebraska
$1.13M +$1.14M +28,710 New
VCM
86
Virtue Capital Management
Tennessee
$1.03M -$27.1K -680 -3%
ZCM
87
Zebra Capital Management
Connecticut
$987K -$540K -13,560 -35%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$982K -$107K -2,700 -10%
AB
89
Amalgamated Bank
New York
$981K -$15.9K -400 -2%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$949K +$31K +780 +3%
GC
91
Globeflex Capital
California
$921K -$748K -18,800 -45%
OSAM
92
O'Shaughnessy Asset Management
Connecticut
$917K +$496K +12,470 +116%
LSERS
93
Louisiana State Employees Retirement System
Louisiana
$867K +$39.8K +1,000 +5%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$826K +$310K +7,790 +59%
CSS
95
Cubist Systematic Strategies
Connecticut
$817K -$909K -22,840 -52%
UBS Group
96
UBS Group
Switzerland
$797K -$454K -11,400 -36%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$797K +$9.55K +240 +1%
Victory Capital Management
98
Victory Capital Management
Texas
$793K +$61.7K +1,550 +8%
Voloridge Investment Management
99
Voloridge Investment Management
Florida
$780K -$391K -9,830 -33%
CI Investments Inc
100
CI Investments Inc
Ontario, Canada
$740K +$1.19K +30 +0.2%
2 3
4
5 6

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.