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Coca-Cola Consolidated
COKE

153 hedge funds and large institutions have $628M invested in Coca-Cola Consolidated in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

8% more funds holding

Funds holding: 142 → 153 (+11)

4% less capital invested

Capital invested by funds: $652M → $628M (-$24.2M)

5% less ownership

Funds ownership: 505.57% → 500.57% (-5%)

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

Holders
153
Holders Change
+11
Holders Change %
+7.75%
% of All Funds
3.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
41
Reduced
47
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAG
HighPoint Advisor Group
Illinois
+$4.47M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.94M
3
MAM
Martingale Asset Management
Massachusetts
+$2.78M
4
Invesco
Invesco
Georgia
+$2.53M
5
Prudential Financial
Prudential Financial
New Jersey
+$2.22M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.52M
2
Goldman Sachs
Goldman Sachs
New York
-$2.97M
3
Charles Schwab
Charles Schwab
California
-$2.37M
4
MSL
Mackay Shields LLC
New York
-$2.34M
5
SLAM
Swiss Life Asset Management
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Loomis, Sayles & Company
126
Loomis, Sayles & Company
Massachusetts
$15K +$15.4K +830 New
SWA
127
Sutton Wealth Advisors
Florida
$14.4K +$15K +810 New
APA
128
American Portfolios Advisors
New York
$14.2K +$14.8K +800 New
JCM
129
Jacobi Capital Management
Pennsylvania
$12K – – –
AIM
130
Advantage Investment Management
Iowa
$12K +$13K +700 New
PCM
131
Prelude Capital Management
New York
$11K -$4.63K -250 -29%
WAM
132
Wealthspire Advisors (Maryland)
Maryland
$11K +$2.22K +120 +24%
PFGIA
133
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$18.5K -1,000 -67%
PG
134
Patten Group
Tennessee
$9K – – –
S
135
SignatureFD
Georgia
$9K – – –
AQA
136
Alpha Quant Advisors
Texas
$8K +$8.52K +460 New
BCA
137
Berman Capital Advisors
Georgia
$8K +$8.89K +480 New
SBL
138
Sargent Bickham Lagudis
Colorado
$6K – – –
CAM
139
Cresset Asset Management
Illinois
$6K +$6.3K +340 New
PA
140
Parallel Advisors
California
$5K – – –
THWM
141
Taylor Hoffman Wealth Management
Virginia
$5K – – –
IA
142
IFP Advisors
Florida
$3K -$15.2K -820 -82%
QCG
143
Quadrant Capital Group
Ohio
$3K – – –
VCM
144
Versant Capital Management
Arizona
$3K – – –
JA
145
JOYN Advisors
Georgia
$3K +$556 +30 +23%
MOS
146
MGO One Seven
Ohio
$3K +$3.33K +180 New
RCAG
147
Rehmann Capital Advisory Group
Michigan
$2.66K – – –
AIA
148
Alera Investment Advisors
Illinois
$2K +$1.85K +100 New
ASN
149
Advisory Services Network
Georgia
$1K – – –
PFBT
150
Parkside Financial Bank & Trust
Missouri
$1K – – –
3 4 5
6
7

COKE Hedge Fund Activity: Q4 2018 in Review

153 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2018, worth a combined $628M — down 3.7% from $652M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new COKE positions and 18 closed out — a net gain of 11 holders — while 41 added to existing stakes and 47 trimmed.

The largest buyer was HighPoint Advisor Group, adding an estimated $4.47M. The largest seller was Fidelity Investments, cutting an estimated $8.52M.

  • 153 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2018, up from 142 in Q3 2018.
  • Funds reported $628M of Coca-Cola Consolidated stock for Q4 2018, down 3.7% quarter-over-quarter.
  • 29 funds opened new Coca-Cola Consolidated positions in Q4 2018 and 18 closed out, a net change of +11 holders.
  • The largest Coca-Cola Consolidated buyer in Q4 2018 was HighPoint Advisor Group, an estimated $4.47M added.
  • The largest Coca-Cola Consolidated seller in Q4 2018 was Fidelity Investments, an estimated $8.52M sold.

Based on aggregated 13F filings for Q4 2018.