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Coca-Cola Consolidated
COKE

188 hedge funds and large institutions have $785M invested in Coca-Cola Consolidated in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

7% more funds holding

Funds holding: 176 → 188 (+12)

6% more capital invested

Capital invested by funds: $737M → $785M (+$47.7M)

12% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 57

36.08% less ownership

Funds ownership: 520.52% → 484.44% (-36%)

Holders
188
Holders Change
+12
Holders Change %
+6.82%
% of All Funds
3.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
50
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$6.7M
2
BlackRock
BlackRock
New York
+$4.2M
3
Man Group
Man Group
United Kingdom
+$3.28M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.47M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.09M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$37.7M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$18.5M
3
Goldman Sachs
Goldman Sachs
New York
-$9.25M
4
MCM
Matarin Capital Management
New York
-$3.13M
5
KBC Group
KBC Group
Belgium
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DTL
101
Dynamic Technology Lab
Singapore
$305K +$312K +13,320 New
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$302K +$19.9K +850 +7%
SDIC
103
South Dakota Investment Council
South Dakota
$300K +$117K +5,000 +62%
I
104
INVST
Indiana
$295K +$301K +12,840 New
EGM
105
Engineers Gate Manager
New York
$294K +$300K +12,830 New
TRCT
106
Tower Research Capital (TRC)
New York
$294K +$300K +12,830 New
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$291K – – –
NIT
108
NumerixS Investment Technologies
British Columbia, Canada
$287K – – –
BFA
109
Bragg Financial Advisors
North Carolina
$270K – – –
CGH
110
Crossmark Global Holdings
Texas
$267K +$4.68K +200 +2%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$266K – – –
ASRS
112
Arizona State Retirement System
Arizona
$259K -$10.8K -460 -4%
CS
113
Cannell & Spears
New York
$256K -$6.79K -290 -3%
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$242K +$2.34K +100 +1%
IAA
115
Independent Advisor Alliance
North Carolina
$231K – – –
LIM
116
Leavell Investment Management
Alabama
$230K – – –
FPCG
117
Fort Pitt Capital Group
Pennsylvania
$229K – – –
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$221K -$13.6K -580 -6%
BFEC
119
Benjamin F. Edwards & Company
Missouri
$221K – – –
Millennium Management
120
Millennium Management
New York
$218K +$223K +9,530 New
GWM
121
Greenwich Wealth Management
Connecticut
$217K +$1.14M +48,490 New
EP
122
Eudaimonia Partners
Tennessee
$211K +$215K +9,190 New
MFG
123
Magnus Financial Group
New York
$211K +$216K +9,220 New
RJA
124
Raymond James & Associates
Florida
$208K +$212K +9,070 New
TSS
125
Two Sigma Securities
New York
$208K +$213K +9,090 New
3 4
5
6 7

COKE Hedge Fund Activity: Q2 2020 in Review

188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q2 2020, worth a combined $785M — up 6.5% from $737M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new COKE positions and 13 closed out — a net gain of 14 holders — while 50 added to existing stakes and 57 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $6.7M. The largest seller was Osaic Holdings, cutting an estimated $37.7M.

  • 188 institutional investors held Coca-Cola Consolidated (COKE) as of Q2 2020, up from 176 in Q1 2020.
  • Funds reported $785M of Coca-Cola Consolidated stock for Q2 2020, up 6.5% quarter-over-quarter.
  • 27 funds opened new Coca-Cola Consolidated positions in Q2 2020 and 13 closed out, a net change of +14 holders.
  • The largest Coca-Cola Consolidated buyer in Q2 2020 was Jacobs Levy Equity Management, an estimated $6.7M added.
  • The largest Coca-Cola Consolidated seller in Q2 2020 was Osaic Holdings, an estimated $37.7M sold.

Based on aggregated 13F filings for Q2 2020.