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Coca-Cola Consolidated
COKE

195 hedge funds and large institutions have $926M invested in Coca-Cola Consolidated in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $833M → $926M (+$93.1M)

3% more funds holding

Funds holding: 190 → 195 (+5)

1.12% more ownership

Funds ownership: 489.7% → 490.81% (+1.1%)

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
59
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$11.6M
2
TCM
Tributary Capital Management
Nebraska
+$5.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.88M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.21M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.08M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.52M
2
Man Group
Man Group
United Kingdom
-$3.6M
3
Goldman Sachs
Goldman Sachs
New York
-$2.99M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.29M
5
MAM
Martingale Asset Management
Massachusetts
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
126
Eudaimonia Partners
Tennessee
$232K -$12.5K -490 -5%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$228K -$89K -3,500 -29%
CFA
128
Carroll Financial Associates
North Carolina
$226K – – –
ECM
129
Everence Capital Management
Indiana
$221K +$211K +8,300 New
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$215K -$39.7K -1,560 -16%
BFEC
131
Benjamin F. Edwards & Company
Missouri
$210K -$44.5K -1,750 -18%
AB
132
Amalgamated Bank
New York
$207K +$197K +7,760 New
CIP
133
Convergence Investment Partners
Florida
$202K +$193K +7,600 New
GWM
134
Greenwich Wealth Management
Connecticut
$201K -$345K -13,580 -27%
OWM
135
OneAscent Wealth Management
Alabama
$200K +$191K +7,500 New
MOACM
136
Mutual of America Capital Management
New York
$154K +$4.07K +160 +3%
US Bancorp
137
US Bancorp
Minnesota
$152K +$22.9K +900 +19%
CA
138
Clearstead Advisors
Ohio
$124K – – –
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$121K – – –
MIM
140
Macroview Investment Management
Maryland
$115K – – –
AIP
141
Ameritas Investment Partners
Nebraska
$112K – – –
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$88K – – –
FTDI
143
First Trust Direct Indexing
Massachusetts
$84K +$80.1K +3,150 New
LWCFA
144
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$83K – – –
WT
145
Whittier Trust
California
$53K – – –
FCB
146
First Command Bank
Texas
$51K – – –
FCFS
147
First Command Financial Services
Texas
$51K – – –
Lazard Asset Management
148
Lazard Asset Management
New York
$44K +$4.58K +180 +12%
APA
149
American Portfolios Advisors
New York
$43.9K -$509 -20 -1%
GWS
150
Glassman Wealth Services
Virginia
$42K – – –
4 5
6
7 8

COKE Hedge Fund Activity: Q4 2020 in Review

195 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2020, worth a combined $926M — up 11% from $833M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new COKE positions and 17 closed out — a net gain of 5 holders — while 59 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $11.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $5.52M.

  • 195 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2020, up from 190 in Q3 2020.
  • Funds reported $926M of Coca-Cola Consolidated stock for Q4 2020, up 11% quarter-over-quarter.
  • 22 funds opened new Coca-Cola Consolidated positions in Q4 2020 and 17 closed out, a net change of +5 holders.
  • The largest Coca-Cola Consolidated buyer in Q4 2020 was BlackRock, an estimated $11.6M added.
  • The largest Coca-Cola Consolidated seller in Q4 2020 was T. Rowe Price Associates, an estimated $5.52M sold.

Based on aggregated 13F filings for Q4 2020.