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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
UBS Group
101
UBS Group
Switzerland
$237K +$116K +5,250 +91%
CGH
102
Crossmark Global Holdings
Texas
$229K +$234K +10,600 New
ECM
103
Everence Capital Management
Indiana
$222K +$227K +10,300 New
PIA
104
Piedmont Investment Advisors
North Carolina
$218K +$1.55K +70 +0.7%
QOP
105
Quinn Opportunity Partners
Virginia
$216K -$221K -10,000 -50%
GRP
106
Global Retirement Partners
California
$216K
LIM
107
Leavell Investment Management
Alabama
$216K
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$216K
HMS
109
Hanseatic Management Services
New Mexico
$206K -$38.4K -1,740 -15%
VF
110
Virtu Financial
New York
$202K +$207K +9,370 New
SOADOR
111
State of Alaska Department of Revenue
Alaska
$198K
TRCT
112
Tower Research Capital (TRC)
New York
$196K +$200K +9,080 New
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$181K +$68.4K +3,100 +58%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$151K
QT
115
Quantbot Technologies
New York
$134K +$138K +6,250 New
PI
116
PineBridge Investments
New York
$124K -$7.73K -350 -6%
AC
117
Alexandria Capital
Virginia
$108K
FQ
118
First Quadrant
California
$108K +$111K +5,010 New
FCB
119
First Command Bank
Texas
$100K +$14.4K +650 +16%
FCFS
120
First Command Financial Services
Texas
$100K +$14.4K +650 +16%
AIP
121
Ameritas Investment Partners
Nebraska
$88K
LWCFA
122
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67K
QI
123
QS Investors
New York
$65K
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$57K
SIM
125
Sonora Investment Management
Arizona
$49.8K +$221 +10 +0.4%