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Coca-Cola Consolidated
COKE

190 hedge funds and large institutions have $833M invested in Coca-Cola Consolidated in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $785M → $833M (+$48.2M)

5.25% more ownership

Funds ownership: 484.44% → 489.7% (+5.3%)

1% more funds holding

Funds holding: 188 → 190 (+2)

10% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 62

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
56
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$11.9M
2
TCM
Tributary Capital Management
Nebraska
+$11M
3
Man Group
Man Group
United Kingdom
+$4.51M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.71M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.49M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$8.21M
2
BlackRock
BlackRock
New York
-$4.98M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.4M
4
MCM
Matarin Capital Management
New York
-$3.82M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
101
Alliance Wealth Management Group
New Jersey
$389K – – –
AL
102
AJO LP
Pennsylvania
$384K +$401K +16,000 New
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$373K – – –
ASRS
104
Arizona State Retirement System
Arizona
$363K +$95.2K +3,800 +34%
Handelsbanken Fonder
105
Handelsbanken Fonder
Sweden
$359K – – –
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$345K +$359K +14,330 New
SO
107
STRS Ohio
Ohio
$336K – – –
VF
108
Virtu Financial
New York
$328K +$341K +13,620 New
Osaic Holdings
109
Osaic Holdings
Arizona
$321K -$162K -6,460 -33%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$315K -$47.9K -1,910 -13%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$311K +$240K +9,590 +285%
6M
112
6 Meridian
Kansas
$299K -$32.8K -1,310 -10%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$299K +$200K +8,000 +181%
HF
114
HRT Financial
New York
$292K +$305K +12,150 New
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$290K +$37.6K +1,500 +14%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$283K -$35.6K -1,420 -11%
First Trust Advisors
117
First Trust Advisors
Illinois
$280K +$292K +11,650 New
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$279K – – –
BFA
119
Bragg Financial Advisors
North Carolina
$276K -$7.52K -300 -3%
CS
120
Cannell & Spears
New York
$269K – – –
SDIC
121
South Dakota Investment Council
South Dakota
$265K -$52.6K -2,100 -16%
CGH
122
Crossmark Global Holdings
Texas
$263K -$17.5K -700 -6%
Victory Capital Management
123
Victory Capital Management
Texas
$249K +$260K +10,360 New
GWM
124
Greenwich Wealth Management
Connecticut
$248K +$42.4K +1,690 +3%
FPCG
125
Fort Pitt Capital Group
Pennsylvania
$241K – – –
3 4
5
6 7

COKE Hedge Fund Activity: Q3 2020 in Review

190 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2020, worth a combined $833M — up 6.1% from $785M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new COKE positions and 19 closed out — a net gain of 2 holders — while 56 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $11.9M. The largest seller was Goldman Sachs, cutting an estimated $8.21M.

  • 190 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2020, up from 188 in Q2 2020.
  • Funds reported $833M of Coca-Cola Consolidated stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 21 funds opened new Coca-Cola Consolidated positions in Q3 2020 and 19 closed out, a net change of +2 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2020 was Invesco, an estimated $11.9M added.
  • The largest Coca-Cola Consolidated seller in Q3 2020 was Goldman Sachs, an estimated $8.21M sold.

Based on aggregated 13F filings for Q3 2020.