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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
TSW
151
Thompson Siegel & Walmsley
Virginia
$40K – – –
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$38K +$1.02K +40 +3%
IRC
153
Investors Research Corp
Georgia
$37K – – –
FHA
154
First Horizon Advisors
Tennessee
$36K +$10.7K +420 +44%
CT
155
Caldwell Trust
Florida
$33.3K – – –
CAAS
156
Capital Asset Advisory Services
Michigan
$31K +$29.2K +1,150 New
IAIM
157
International Assets Investment Management
Florida
$30K +$29K +1,140 New
Macquarie Group
158
Macquarie Group
Australia
$29K – – –
VCG
159
Vantage Consulting Group
Virginia
$29K +$27.7K +1,090 New
ASN
160
Advisory Services Network
Georgia
$27K – – –
OIA
161
Optimum Investment Advisors
Illinois
$27K – – –
AWM
162
Accel Wealth Management
Iowa
$27K +$25.4K +1,000 New
Federated Hermes
163
Federated Hermes
Pennsylvania
$23K +$4.07K +160 +23%
PCG
164
Private Capital Group
Connecticut
$23K +$10.2K +400 +83%
SWA
165
Sutton Wealth Advisors
Florida
$22.4K – – –
BCA
166
Berman Capital Advisors
Georgia
$14K – – –
S
167
SignatureFD
Georgia
$14K – – –
GWM
168
Geneos Wealth Management
Colorado
$14K +$3.81K +150 +30%
PHK
169
Point72 Hong Kong
Hong Kong
$13K -$18.8K -740 -61%
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
CCA
171
Childress Capital Advisors
Texas
$12K +$11.4K +450 New
SIC
172
Salem Investment Counselors
North Carolina
$11K – – –
IA
173
IFP Advisors
Florida
$9K +$1.53K +60 +21%
SIS
174
Sound Income Strategies
Florida
$8K – – –
LWM
175
Liberty Wealth Management
California
$7K +$509 +20 +8%
5 6
7
8 9

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.