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Coca-Cola Consolidated

467 hedge funds and large institutions have $4.82B invested in Coca-Cola Consolidated in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 147 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

2% more funds holding

Funds holding: 457467 (+10)

1% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 146

4% less capital invested

Capital invested by funds: $5.04B → $4.82B (-$218M)

21.32% less ownership

Funds ownership: 519.15%497.83% (-21%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $218K

Holders
467
Holders Change
+10
Holders Change %
+2.19%
% of All Funds
6.15%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
62
Increased
147
Reduced
146
Closed
45
Calls
Puts
$218K
Net Calls
-$218K
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
126
Pacer Advisors
Pennsylvania
$2.44M +$401K +3,200 +20%
SEI Investments
127
SEI Investments
Pennsylvania
$2.35M -$1.87M -14,960 -45%
TPCM
128
Templeton & Phillips Capital Management
Tennessee
$2.32M -$18.8K -150 -0.8%
JIR
129
James Investment Research
Ohio
$2.3M +$588K +4,700 +35%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$2.28M +$2.31M +18,420 New
AssetMark Inc
131
AssetMark Inc
California
$2.28M +$187K +1,490 +9%
CAM
132
Cresset Asset Management
Illinois
$2.28M -$25K -200 -1%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$2.24M +$17.5K +140 +0.8%
VA
134
Vident Advisory
Georgia
$2.22M -$369K -2,950 -14%
SGI
135
Summit Global Investments
Utah
$2.09M +$309K +2,470 +17%
PIM
136
Pullen Investment Management
Florida
$2.08M +$655K +5,230 +46%
HighTower Advisors
137
HighTower Advisors
Illinois
$2.03M +$744K +5,940 +59%
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$2.02M
SO
139
STRS Ohio
Ohio
$2M -$56.3K -450 -3%
Stifel Financial
140
Stifel Financial
Missouri
$2M +$53.8K +430 +3%
ASRS
141
Arizona State Retirement System
Arizona
$1.98M +$15K +120 +0.8%
Comerica Bank
142
Comerica Bank
Texas
$1.97M -$91.4K -730 -4%
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$1.94M -$50.1K -400 -3%
OTPPB
144
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.92M +$560K +4,470 +42%
IIM
145
INTECH Investment Management
Florida
$1.88M +$965K +7,710 +107%
Wells Fargo
146
Wells Fargo
California
$1.86M -$702K -5,610 -28%
HH
147
Hilltop Holdings
Texas
$1.85M +$55.1K +440 +3%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$1.85M +$558K +4,460 +44%
YCM
149
Yousif Capital Management
Michigan
$1.83M -$93.9K -750 -5%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$1.81M -$1.09M -8,720 -38%

COKE Hedge Fund Activity: Q4 2024 in Review

467 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2024, worth a combined $4.82B — down 4.3% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new COKE positions and 45 closed out — a net gain of 17 holders — while 147 added to existing stakes and 146 trimmed.

The largest buyer was Estuary Capital Management, opening a new position worth an estimated $42.6M. The largest seller was Hennessy Advisors Inc, exiting entirely with an estimated $66.2M sold.

  • 467 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2024, up from 457 in Q3 2024.
  • Funds reported $4.82B of Coca-Cola Consolidated stock for Q4 2024, down 4.3% quarter-over-quarter.
  • 62 funds opened new Coca-Cola Consolidated positions in Q4 2024 and 45 closed out, a net change of +17 holders.
  • The largest Coca-Cola Consolidated buyer in Q4 2024 was Estuary Capital Management, an estimated $42.6M added.
  • The largest Coca-Cola Consolidated seller in Q4 2024 was Hennessy Advisors Inc, an estimated $66.2M sold.

Based on aggregated 13F filings for Q4 2024.