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Coca-Cola Consolidated

150 hedge funds and large institutions have $772M invested in Coca-Cola Consolidated in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

11.68% more ownership

Funds ownership: 489.36%501.04% (+12%)

3% more funds holding

Funds holding: 146150 (+4)

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

3% less capital invested

Capital invested by funds: $800M → $772M (-$27.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
44
Reduced
42
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
126
Meeder Asset Management
Ohio
$46K
WT
127
Whittier Trust
California
$43K
SMG
128
Spectrum Management Group
Indiana
$43K +$44.2K +2,000 New
VFA
129
Valeo Financial Advisors
Indiana
$43K +$44.2K +2,000 New
LIA
130
LS Investment Advisors
Michigan
$39K
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$38K +$8.83K +400 +29%
GWM
132
Geneos Wealth Management
Colorado
$33K
GWS
133
Glassman Wealth Services
Virginia
$33K
TSW
134
Thompson Siegel & Walmsley
Virginia
$32K
Barclays
135
Barclays
United Kingdom
$24K -$165K -7,470 -87%
Loomis, Sayles & Company
136
Loomis, Sayles & Company
Massachusetts
$24K +$24.5K +1,110 New
JAM
137
Jolley Asset Management
North Carolina
$22K
IA
138
IFP Advisors
Florida
$22K +$662 +30 +3%
PCM
139
Prelude Capital Management
New York
$22K +$22.1K +1,000 New
JCM
140
Jacobi Capital Management
Pennsylvania
$15K
SBL
141
Sargent Bickham Lagudis
Colorado
$14K
SWA
142
Sutton Wealth Advisors
Florida
$13.6K
PG
143
Patten Group
Tennessee
$11K
MWM
144
MinichMacGregor Wealth Management
New York
$6K
IWM
145
IHT Wealth Management
Illinois
$6K +$5.52K +250 New
VCM
146
Versant Capital Management
Arizona
$3K -$1.32K -60 -25%
CP
147
Corbenic Partners
Pennsylvania
$2K +$1.55K +70 New
PFBT
148
Parkside Financial Bank & Trust
Missouri
$1K
American Century Companies
149
American Century Companies
Missouri
-$6.13M -268,040 Closed
BIM
150
Bogle Investment Management
Massachusetts
-$5.13M -223,950 Closed