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Coca-Cola Consolidated
COKE

237 hedge funds and large institutions have $1.38B invested in Coca-Cola Consolidated in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

5% more funds holding

Funds holding: 225 → 237 (+12)

2% less capital invested

Capital invested by funds: $1.42B → $1.38B (-$33.6M)

3.11% less ownership

Funds ownership: 497.13% → 494.02% (-3.1%)

14% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 74

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
237
Holders Change
+12
Holders Change %
+5.33%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
64
Reduced
74
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$12.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$10.4M
3
LSV Asset Management
LSV Asset Management
Illinois
+$8.42M
4
VIA
Vident Investment Advisory
Georgia
+$1.91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.87M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$6.55M
2
BlackRock
BlackRock
New York
-$6.02M
3
Invesco
Invesco
Georgia
-$5.01M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.66M
5
Wells Fargo
Wells Fargo
California
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
126
Wellington Management Group
Massachusetts
$437K +$441K +11,080 New
SDIC
127
South Dakota Investment Council
South Dakota
$434K – – –
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$431K -$396K -9,940 -48%
BFA
129
Bragg Financial Advisors
North Carolina
$430K -$5.97K -150 -1%
6M
130
6 Meridian
Kansas
$423K -$135K -3,400 -24%
AWMG
131
Alliance Wealth Management Group
New Jersey
$417K +$25.9K +650 +0.8%
LIM
132
Leavell Investment Management
Alabama
$395K – – –
FPCG
133
Fort Pitt Capital Group
Pennsylvania
$394K – – –
Franklin Resources
134
Franklin Resources
California
$382K +$130K +3,260 +51%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$361K -$63.7K -1,600 -15%
HSBC Holdings
136
HSBC Holdings
United Kingdom
$353K -$29.4K -740 -8%
CS
137
Cannell & Spears
New York
$344K – – –
HF
138
HRT Financial
New York
$344K +$348K +8,750 New
EP
139
Eudaimonia Partners
Tennessee
$343K – – –
IAA
140
Independent Advisor Alliance
North Carolina
$341K -$9.95K -250 -3%
CFA
141
Carroll Financial Associates
North Carolina
$337K +$2.79K +70 +0.8%
ECM
142
Everence Capital Management
Indiana
$327K – – –
KBC Group
143
KBC Group
Belgium
$322K -$325K -8,170 -50%
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$319K – – –
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$318K +$60.1K +1,510 +23%
BFEC
146
Benjamin F. Edwards & Company
Missouri
$311K – – –
US Bancorp
147
US Bancorp
Minnesota
$291K – – –
WAM
148
WNY Asset Management
New York
$286K – – –
ProShare Advisors
149
ProShare Advisors
Maryland
$285K -$248K -6,230 -46%
CIBC Asset Management
150
CIBC Asset Management
Ontario, Canada
$281K +$14.3K +360 +5%
4 5
6
7 8

COKE Hedge Fund Activity: Q3 2021 in Review

237 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2021, worth a combined $1.38B — down 2.4% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new COKE positions and 16 closed out — a net gain of 12 holders — while 64 added to existing stakes and 74 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12.2M. The largest seller was Norges Bank, cutting an estimated $6.55M.

  • 237 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $1.38B of Coca-Cola Consolidated stock for Q3 2021, down 2.4% quarter-over-quarter.
  • 28 funds opened new Coca-Cola Consolidated positions in Q3 2021 and 16 closed out, a net change of +12 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2021 was Goldman Sachs, an estimated $12.2M added.
  • The largest Coca-Cola Consolidated seller in Q3 2021 was Norges Bank, an estimated $6.55M sold.

Based on aggregated 13F filings for Q3 2021.