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Coca-Cola Consolidated
COKE

190 hedge funds and large institutions have $833M invested in Coca-Cola Consolidated in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $785M → $833M (+$48.2M)

5.25% more ownership

Funds ownership: 484.44% → 489.7% (+5.3%)

1% more funds holding

Funds holding: 188 → 190 (+2)

10% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 62

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
56
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$11.9M
2
TCM
Tributary Capital Management
Nebraska
+$11M
3
Man Group
Man Group
United Kingdom
+$4.51M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.71M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.49M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$8.21M
2
BlackRock
BlackRock
New York
-$4.98M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.4M
4
MCM
Matarin Capital Management
New York
-$3.82M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
126
Leavell Investment Management
Alabama
$241K – – –
BFEC
127
Benjamin F. Edwards & Company
Missouri
$232K – – –
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$232K – – –
IAA
129
Independent Advisor Alliance
North Carolina
$230K -$13K -520 -5%
HighTower Advisors
130
HighTower Advisors
Illinois
$222K +$230K +9,180 New
EP
131
Eudaimonia Partners
Tennessee
$221K – – –
IA
132
IndexIQ Advisors
New York
$217K +$12.8K +510 +6%
RJA
133
Raymond James & Associates
Florida
$216K -$2.51K -100 -1%
P
134
Pitcairn
Pennsylvania
$216K +$226K +9,010 New
CFA
135
Carroll Financial Associates
North Carolina
$204K – – –
MOACM
136
Mutual of America Capital Management
New York
$136K +$85K +3,390 +151%
UBS Group
137
UBS Group
Switzerland
$121K -$540K -21,560 -81%
US Bancorp
138
US Bancorp
Minnesota
$116K +$91K +3,630 +305%
CA
139
Clearstead Advisors
Ohio
$112K -$1K -40 -0.8%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$109K – – –
MIM
141
Macroview Investment Management
Maryland
$104K – – –
AIP
142
Ameritas Investment Partners
Nebraska
$101K – – –
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$99K -$47.6K -1,900 -32%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$79K +$2.51K +100 +3%
LWCFA
145
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75K – – –
FHA
146
Flagship Harbor Advisors
Massachusetts
$48K – – –
WT
147
Whittier Trust
California
$48K – – –
FCB
148
First Command Bank
Texas
$46K – – –
FCFS
149
First Command Financial Services
Texas
$46K – – –
APA
150
American Portfolios Advisors
New York
$40.2K -$10K -400 -19%
4 5
6
7 8

COKE Hedge Fund Activity: Q3 2020 in Review

190 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2020, worth a combined $833M — up 6.1% from $785M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new COKE positions and 19 closed out — a net gain of 2 holders — while 56 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $11.9M. The largest seller was Goldman Sachs, cutting an estimated $8.21M.

  • 190 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2020, up from 188 in Q2 2020.
  • Funds reported $833M of Coca-Cola Consolidated stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 21 funds opened new Coca-Cola Consolidated positions in Q3 2020 and 19 closed out, a net change of +2 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2020 was Invesco, an estimated $11.9M added.
  • The largest Coca-Cola Consolidated seller in Q3 2020 was Goldman Sachs, an estimated $8.21M sold.

Based on aggregated 13F filings for Q3 2020.