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Coca-Cola Consolidated

149 hedge funds and large institutions have $487M invested in Coca-Cola Consolidated in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 34

18.67% more ownership

Funds ownership: 496.42%515.09% (+19%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

1% more funds holding

Funds holding: 148149 (+1)

20% less capital invested

Capital invested by funds: $608M → $487M (-$121M)

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
51
Reduced
34
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$20K
TSW
127
Thompson Siegel & Walmsley
Virginia
$20K
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$7.38K +500 +50%
JAM
129
Jolley Asset Management
North Carolina
$14K
IA
130
IFP Advisors
Florida
$14K +$5.61K +380 +61%
US Bancorp
131
US Bancorp
Minnesota
$14K +$15.6K +1,060 New
JCM
132
Jacobi Capital Management
Pennsylvania
$9K
WAM
133
Wealthspire Advisors (Maryland)
Maryland
$7K -$1.48K -100 -17%
PG
134
Patten Group
Tennessee
$7K
S
135
SignatureFD
Georgia
$7K
Loomis, Sayles & Company
136
Loomis, Sayles & Company
Massachusetts
$6K -$17K -1,150 -72%
SIC
137
Salem Investment Counselors
North Carolina
$6K +$6.05K +410 New
SBL
138
Sargent Bickham Lagudis
Colorado
$4K
THWM
139
Taylor Hoffman Wealth Management
Virginia
$4K
SEI Investments
140
SEI Investments
Pennsylvania
$3K -$29.5K -2,000 -90%
MWM
141
MinichMacGregor Wealth Management
New York
$3K
VCM
142
Versant Capital Management
Arizona
$2K
MOACM
143
Mutual of America Capital Management
New York
$2K +$2.51K +170 New
QCG
144
Quadrant Capital Group
Ohio
$2K +$2.51K +170 New
AWM
145
Avior Wealth Management
Nebraska
$1K
ASN
146
Advisory Services Network
Georgia
$1K +$442 +30 +300%
PA
147
Parallel Advisors
California
$1K +$1.33K +90 New
JA
148
JOYN Advisors
Georgia
$1K +$1.48K +100 New
RCAG
149
Rehmann Capital Advisory Group
Michigan
$946 +$1.03K +70 New
WRF
150
Waddell & Reed Financial
Kansas
-$18.4M -1,068,140 Closed