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Coca-Cola Consolidated

467 hedge funds and large institutions have $4.82B invested in Coca-Cola Consolidated in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 147 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

2% more funds holding

Funds holding: 457467 (+10)

1% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 146

4% less capital invested

Capital invested by funds: $5.04B → $4.82B (-$218M)

21.32% less ownership

Funds ownership: 519.15%497.83% (-21%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $218K

Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
6.15%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
62
Increased
147
Reduced
146
Closed
45
Calls
Puts
$218K
Net Calls
-$218K
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
SSCM
101
Sovereign's Capital Management
Georgia
$4.05M +$4.03M +32,150 New
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$3.96M -$1.23M -9,850 -24%
Jane Street
103
Jane Street
New York
$3.92M -$25.7M -205,110 -87%
FPL
104
Fortress Private Ledger
North Carolina
$3.81M +$3.79M +30,260 New
PA
105
Paralel Advisors
Colorado
$3.74M +$341K +2,720 +10%
AB
106
Amalgamated Bank
New York
$3.63M +$76.4K +610 +2%
N
107
Natixis
France
$3.52M +$3.5M +27,920 New
Russell Investments Group
108
Russell Investments Group
United Kingdom
$3.5M -$4.71M -37,660 -58%
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$3.45M -$626K -5,000 -15%
HIS
110
Harvest Investment Services
Illinois
$3.31M +$1.87M +14,920 +131%
NA
111
NewEdge Advisors
Louisiana
$3.29M +$448K +3,580 +16%
USCWA
112
U.S. Capital Wealth Advisors
Texas
$3.29M +$3.27M +26,100 New
EGM
113
Engineers Gate Manager
New York
$3.28M -$734K -5,860 -18%
Creative Planning
114
Creative Planning
Kansas
$3.2M +$8.76K +70 +0.3%
EF
115
Empowered Funds
Pennsylvania
$3.17M -$4.51M -36,050 -59%
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$3.01M +$193K +1,540 +7%
RWM
117
Ritholtz Wealth Management
New York
$3M -$418K -3,340 -12%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$3M +$587K +4,690 +25%
VI
119
Vestcor Inc
New Brunswick, Canada
$2.94M -$535K -4,270 -15%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.82M -$183K -1,460 -6%
PFSRSONJ
121
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.76M +$2.74M +21,870 New
JIC
122
Johnson Investment Counsel
Ohio
$2.55M -$188K -1,500 -7%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$2.54M -$205K -1,640 -8%
MIC
124
Mubadala Investment Company
United Arab Emirates
$2.46M +$2.44M +19,510 New
Balyasny Asset Management
125
Balyasny Asset Management
Illinois
$2.45M -$19.2M -153,730 -89%

COKE Hedge Fund Activity: Q4 2024 in Review

467 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2024, worth a combined $4.82B — down 4.3% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new COKE positions and 45 closed out — a net gain of 17 holders — while 147 added to existing stakes and 146 trimmed.

The largest buyer was Estuary Capital Management, opening a new position worth an estimated $42.6M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $66.2M sold.

  • 467 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2024, up from 457 in Q3 2024.
  • Funds reported $4.82B of Coca-Cola Consolidated stock for Q4 2024, down 4.3% quarter-over-quarter.
  • 62 funds opened new Coca-Cola Consolidated positions in Q4 2024 and 45 closed out, a net change of +17 holders.
  • The largest Coca-Cola Consolidated buyer in Q4 2024 was Estuary Capital Management, an estimated $42.6M added.
  • The largest Coca-Cola Consolidated seller in Q4 2024 was Hennessy Advisors Inc, an estimated $66.2M sold.

Based on aggregated 13F filings for Q4 2024.