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Coca-Cola Consolidated
COKE

202 hedge funds and large institutions have $1.02B invested in Coca-Cola Consolidated in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

10% more capital invested

Capital invested by funds: $926M → $1.02B (+$89.4M)

5.78% more ownership

Funds ownership: 490.81% → 496.6% (+5.8%)

4% more funds holding

Funds holding: 195 → 202 (+7)

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
3.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
72
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
+$5.68M
2
BlackRock
BlackRock
New York
+$5.25M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.93M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.35M
5
Morgan Stanley
Morgan Stanley
New York
+$2.41M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.8M
2
Norges Bank
Norges Bank
Norway
-$3.03M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.67M
4
Wells Fargo
Wells Fargo
California
-$2.22M
5
MSL
Mackay Shields LLC
New York
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
101
Towercrest Capital Management
Pennsylvania
$447K – – –
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$440K +$419K +15,240 New
P
103
Pitcairn
Pennsylvania
$429K +$138K +5,030 +51%
6M
104
6 Meridian
Kansas
$421K +$58.8K +2,140 +17%
ASRS
105
Arizona State Retirement System
Arizona
$420K +$1.37K +50 +0.3%
AWMG
106
Alliance Wealth Management Group
New Jersey
$416K – – –
ProShare Advisors
107
ProShare Advisors
Maryland
$403K +$72.6K +2,640 +23%
CCIA
108
Campbell & Co Investment Adviser
Maryland
$398K +$378K +13,770 New
IA
109
IndexIQ Advisors
New York
$393K +$97.8K +3,560 +35%
SGI
110
Summit Global Investments
Utah
$375K +$357K +13,000 New
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$361K – – –
WRM
112
Weybosset Research & Management
Rhode Island
$358K +$1.87M +67,970 New
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$351K +$28K +1,020 +9%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$335K – – –
GAM
115
Gotham Asset Management
New York
$333K -$392K -14,270 -55%
BFA
116
Bragg Financial Advisors
North Carolina
$325K – – –
SDIC
117
South Dakota Investment Council
South Dakota
$318K – – –
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$311K +$50.6K +1,840 +21%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$296K -$19.5K -710 -6%
FPCG
120
Fort Pitt Capital Group
Pennsylvania
$289K – – –
LIM
121
Leavell Investment Management
Alabama
$289K – – –
HighTower Advisors
122
HighTower Advisors
Illinois
$281K -$33.5K -1,220 -11%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$276K -$113K -4,120 -30%
Wellington Management Group
124
Wellington Management Group
Massachusetts
$261K +$248K +9,030 New
IAA
125
Independent Advisor Alliance
North Carolina
$253K – – –
3 4
5
6 7

COKE Hedge Fund Activity: Q1 2021 in Review

202 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q1 2021, worth a combined $1.02B — up 9.7% from $926M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new COKE positions and 17 closed out — a net gain of 8 holders — while 72 added to existing stakes and 49 trimmed.

The largest buyer was Federated Hermes, adding an estimated $5.68M. The largest seller was T. Rowe Price Associates, cutting an estimated $13.8M.

  • 202 institutional investors held Coca-Cola Consolidated (COKE) as of Q1 2021, up from 195 in Q4 2020.
  • Funds reported $1.02B of Coca-Cola Consolidated stock for Q1 2021, up 9.7% quarter-over-quarter.
  • 25 funds opened new Coca-Cola Consolidated positions in Q1 2021 and 17 closed out, a net change of +8 holders.
  • The largest Coca-Cola Consolidated buyer in Q1 2021 was Federated Hermes, an estimated $5.68M added.
  • The largest Coca-Cola Consolidated seller in Q1 2021 was T. Rowe Price Associates, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2021.