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Coca-Cola Consolidated
COKE

271 hedge funds and large institutions have $2.13B invested in Coca-Cola Consolidated in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 18

54% more capital invested

Capital invested by funds: $1.38B → $2.13B (+$743M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more funds holding

Funds holding: 237 → 271 (+34)

8.72% less ownership

Funds ownership: 494.02% → 485.29% (-8.7%)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

Holders
271
Holders Change
+34
Holders Change %
+14.35%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
56
Increased
72
Reduced
87
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$9.52M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$3.95M
4
ACM
AlphaStar Capital Management
North Carolina
+$3.75M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.71M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$12M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$11.7M
3
Goldman Sachs
Goldman Sachs
New York
-$7.78M
4
Wells Fargo
Wells Fargo
California
-$5.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
76
UBS Group
Switzerland
$2.27M +$808K +16,370 +81%
Comerica Bank
77
Comerica Bank
Texas
$2.18M -$54.8K -1,110 -3%
COPPSERS
78
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.17M -$5.43K -110 -0.3%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$2.13M -$5.43K -110 -0.3%
ETC
80
Exchange Traded Concepts
Oklahoma
$2.12M +$68.6K +1,390 +4%
DCM
81
Dupont Capital Management
Delaware
$2.11M +$828K +16,780 +97%
TPSF
82
Texas Permanent School Fund
Texas
$2.08M -$36K -730 -2%
APG Asset Management
83
APG Asset Management
Netherlands
$2.07M -$691K -14,000 -27%
Deutsche Bank
84
Deutsche Bank
Germany
$2.05M +$64.2K +1,300 +4%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$1.96M -$2.35M -47,600 -60%
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$1.93M – – –
AAM
87
Azzad Asset Management
Virginia
$1.81M -$214K -4,340 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
88
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.8M +$1.43M +29,000 New
AIG
89
American International Group
New York
$1.77M -$45.4K -920 -3%
VCM
90
Virtue Capital Management
Tennessee
$1.64M +$18.3K +370 +1%
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$1.62M +$263K +5,320 +25%
SGI
92
Summit Global Investments
Utah
$1.62M +$550K +11,150 +74%
AIMCA
93
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.53M +$1.22M +24,770 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$1.53M +$32.1K +650 +3%
Franklin Resources
95
Franklin Resources
California
$1.49M +$711K +14,400 +149%
SO
96
STRS Ohio
Ohio
$1.49M -$247K -5,000 -17%
AB
97
Amalgamated Bank
New York
$1.49M -$43.9K -890 -4%
CIC
98
Cornercap Investment Counsel
Georgia
$1.47M -$447K -9,050 -28%
GC
99
Globeflex Capital
California
$1.45M – – –
Victory Capital Management
100
Victory Capital Management
Texas
$1.4M +$125K +2,540 +13%
2 3
4
5 6

COKE Hedge Fund Activity: Q4 2021 in Review

271 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2021, worth a combined $2.13B — up 54% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new COKE positions and 18 closed out — a net gain of 38 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $9.52M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $12M.

  • 271 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2021, up from 237 in Q3 2021.
  • Funds reported $2.13B of Coca-Cola Consolidated stock for Q4 2021, up 54% quarter-over-quarter.
  • 56 funds opened new Coca-Cola Consolidated positions in Q4 2021 and 18 closed out, a net change of +38 holders.
  • The largest Coca-Cola Consolidated buyer in Q4 2021 was Lazard Asset Management, an estimated $9.52M added.
  • The largest Coca-Cola Consolidated seller in Q4 2021 was Jacobs Levy Equity Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2021.