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Coca-Cola Consolidated
COKE

202 hedge funds and large institutions have $1.02B invested in Coca-Cola Consolidated in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

10% more capital invested

Capital invested by funds: $926M → $1.02B (+$89.4M)

5.78% more ownership

Funds ownership: 490.81% → 496.6% (+5.8%)

4% more funds holding

Funds holding: 195 → 202 (+7)

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
3.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
72
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
+$5.68M
2
BlackRock
BlackRock
New York
+$5.25M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.93M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.35M
5
Morgan Stanley
Morgan Stanley
New York
+$2.41M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.8M
2
Norges Bank
Norges Bank
Norway
-$3.03M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.67M
4
Wells Fargo
Wells Fargo
California
-$2.22M
5
MSL
Mackay Shields LLC
New York
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
126
Cannell & Spears
New York
$252K -$56.3K -2,050 -19%
EP
127
Eudaimonia Partners
Tennessee
$251K – – –
SG Americas Securities
128
SG Americas Securities
New York
$249K +$237K +8,610 New
Millennium Management
129
Millennium Management
New York
$246K +$234K +8,510 New
CFA
130
Carroll Financial Associates
North Carolina
$245K – – –
ECM
131
Everence Capital Management
Indiana
$240K – – –
ECM
132
ExodusPoint Capital Management
New York
$237K -$175K -6,350 -44%
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$234K – – –
Two Sigma Investments
134
Two Sigma Investments
New York
$231K +$220K +8,010 New
BFEC
135
Benjamin F. Edwards & Company
Missouri
$228K – – –
CCM
136
Cullen Capital Management
New York
$228K +$217K +7,900 New
OWM
137
OneAscent Wealth Management
Alabama
$221K +$4.67K +170 +2%
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$216K +$206K +7,490 New
WAM
139
WNY Asset Management
New York
$206K +$197K +7,150 New
AB
140
Amalgamated Bank
New York
$205K -$18.4K -670 -9%
GWM
141
Greenwich Wealth Management
Connecticut
$203K +$50.6K +1,840 +5%
CG
142
Caprock Group
Idaho
$202K +$192K +7,000 New
US Bancorp
143
US Bancorp
Minnesota
$186K +$20.1K +730 +13%
TRCT
144
Tower Research Capital (TRC)
New York
$180K +$168K +6,110 +5,555%
MOACM
145
Mutual of America Capital Management
New York
$179K +$11K +400 +7%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$170K -$507K -18,450 -76%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$167K +$68.4K +2,490 +75%
CA
148
Clearstead Advisors
Ohio
$135K – – –
ICM
149
Islay Capital Management
Texas
$133K +$126K +4,600 New
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$131K – – –
4 5
6
7 8

COKE Hedge Fund Activity: Q1 2021 in Review

202 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q1 2021, worth a combined $1.02B — up 9.7% from $926M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new COKE positions and 17 closed out — a net gain of 8 holders — while 72 added to existing stakes and 49 trimmed.

The largest buyer was Federated Hermes, adding an estimated $5.68M. The largest seller was T. Rowe Price Associates, cutting an estimated $13.8M.

  • 202 institutional investors held Coca-Cola Consolidated (COKE) as of Q1 2021, up from 195 in Q4 2020.
  • Funds reported $1.02B of Coca-Cola Consolidated stock for Q1 2021, up 9.7% quarter-over-quarter.
  • 25 funds opened new Coca-Cola Consolidated positions in Q1 2021 and 17 closed out, a net change of +8 holders.
  • The largest Coca-Cola Consolidated buyer in Q1 2021 was Federated Hermes, an estimated $5.68M added.
  • The largest Coca-Cola Consolidated seller in Q1 2021 was T. Rowe Price Associates, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2021.