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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

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

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
GWS
151
Glassman Wealth Services
Virginia
$38K – – –
Lazard Asset Management
152
Lazard Asset Management
New York
$36K -$15.3K -610 -29%
TSW
153
Thompson Siegel & Walmsley
Virginia
$36K – – –
IRC
154
Investors Research Corp
Georgia
$34K -$35.1K -1,400 -50%
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$33K +$1.75K +70 +5%
CT
156
Caldwell Trust
Florida
$30.1K – – –
VFA
157
Valeo Financial Advisors
Indiana
$30K +$251 +10 +0.8%
PHK
158
Point72 Hong Kong
Hong Kong
$29K +$19.8K +790 +184%
Macquarie Group
159
Macquarie Group
Australia
$26K – – –
ASN
160
Advisory Services Network
Georgia
$25K +$25.8K +1,030 New
OIA
161
Optimum Investment Advisors
Illinois
$24K – – –
FHA
162
First Horizon Advisors
Tennessee
$23K +$24.1K +960 New
SWA
163
Sutton Wealth Advisors
Florida
$20.2K – – –
EWA
164
Evolution Wealth Advisors
Florida
$19K +$1.25K +50 +7%
Federated Hermes
165
Federated Hermes
Pennsylvania
$17K -$501 -20 -3%
JCM
166
Jacobi Capital Management
Pennsylvania
$17K – – –
AIA
167
Arcadia Investment Advisors
Idaho
$14.2K +$72.2K +2,880 New
S
168
SignatureFD
Georgia
$13K +$1K +40 +8%
BCA
169
Berman Capital Advisors
Georgia
$12K – – –
GWM
170
Geneos Wealth Management
Colorado
$12K – – –
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
GT
172
Glenmede Trust
Pennsylvania
$12K +$1K +40 +9%
PCG
173
Private Capital Group
Connecticut
$12K +$12K +480 New
SIC
174
Salem Investment Counselors
North Carolina
$10K – – –
SBL
175
Sargent Bickham Lagudis
Colorado
$8K – – –
5 6
7
8 9

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.