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Coca-Cola Consolidated
COKE

348 hedge funds and large institutions have $3.61B invested in Coca-Cola Consolidated in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 98 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

141% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 29

50% more capital invested

Capital invested by funds: $2.41B → $3.61B (+$1.19B)

16.4% more ownership

Funds ownership: 452.19% → 468.6% (+16%)

12% more funds holding

Funds holding: 311 → 348 (+37)

8% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 106

Holders
348
Holders Change
+37
Holders Change %
+11.9%
% of All Funds
5.07%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.1%
New
70
Increased
98
Reduced
106
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$97.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$81M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$31.5M
4
Morgan Stanley
Morgan Stanley
New York
+$29.9M
5
HAI
Hennessy Advisors Inc
California
+$23.6M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$77.5M
2
Truist Financial
Truist Financial
North Carolina
-$42.6M
3
Bessemer Group
Bessemer Group
New Jersey
-$35.9M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$17.2M
5
QOP
Quinn Opportunity Partners
Virginia
-$9.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Teacher Retirement System of Texas
101
Teacher Retirement System of Texas
Texas
$2.25M -$1.2M -16,530 -41%
GAM
102
Gotham Asset Management
New York
$2.23M -$1.09M -15,000 -38%
VIA
103
Virtus Investment Advisers
Connecticut
$2.22M -$240K -3,310 -12%
Los Angeles Capital Management
104
Los Angeles Capital Management
California
$2.18M -$739K -10,200 -30%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$2.16M +$835K +11,530 +98%
NA
106
NewEdge Advisors
Louisiana
$2.04M +$259K +3,580 +19%
Creative Planning
107
Creative Planning
Kansas
$1.96M +$104K +1,440 +7%
ECM
108
Estuary Capital Management
Minnesota
$1.93M +$1.51M +20,810 New
DM
109
Delphi Management
Massachusetts
$1.93M +$28.2K +390 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
110
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.86M +$1.45M +20,000 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$1.74M +$743K +10,260 +121%
CIC
112
Chilton Investment Company
Connecticut
$1.67M +$434K +6,000 +50%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$1.63M -$128K -1,770 -9%
YCM
114
Yousif Capital Management
Michigan
$1.57M +$32.6K +450 +3%
Balyasny Asset Management
115
Balyasny Asset Management
Illinois
$1.5M +$1.17M +16,200 New
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$1.5M – – –
SO
117
STRS Ohio
Ohio
$1.49M -$145K -2,000 -11%
Comerica Bank
118
Comerica Bank
Texas
$1.44M +$10.1K +140 +0.9%
AIP
119
Ameritas Investment Partners
Nebraska
$1.42M +$4.34K +60 +0.4%
TPCM
120
Templeton & Phillips Capital Management
Tennessee
$1.41M +$814K +11,240 +281%
SDIC
121
South Dakota Investment Council
South Dakota
$1.41M – – –
AWS
122
Atria Wealth Solutions
New York
$1.4M +$22.4K +310 +2%
Franklin Resources
123
Franklin Resources
California
$1.37M +$12.3K +170 +1%
Massachusetts Financial Services
124
Massachusetts Financial Services
Massachusetts
$1.36M +$18.1K +250 +2%
AIC
125
Aurora Investment Counsel
Georgia
$1.36M +$38.4K +530 +3%
3 4
5
6 7

COKE Hedge Fund Activity: Q4 2023 in Review

348 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2023, worth a combined $3.61B — up 50% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new COKE positions and 29 closed out — a net gain of 41 holders — while 98 added to existing stakes and 106 trimmed.

The largest buyer was Norges Bank, adding an estimated $97.3M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $77.5M.

  • 348 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2023, up from 311 in Q3 2023.
  • Funds reported $3.61B of Coca-Cola Consolidated stock for Q4 2023, up 50% quarter-over-quarter.
  • 70 funds opened new Coca-Cola Consolidated positions in Q4 2023 and 29 closed out, a net change of +41 holders.
  • The largest Coca-Cola Consolidated buyer in Q4 2023 was Norges Bank, an estimated $97.3M added.
  • The largest Coca-Cola Consolidated seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2023.