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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
MIM
151
Macroview Investment Management
Maryland
$125K – – –
AIP
152
Ameritas Investment Partners
Nebraska
$111K -$10.2K -370 -9%
EVM
153
Eaton Vance Management
Massachusetts
$69K +$65.4K +2,380 New
HWMA
154
Heritage Wealth Management (Arizona)
Arizona
$66K +$63.2K +2,300 New
HI
155
Harbour Investments
Wisconsin
$65K +$61.8K +2,250 New
WT
156
Whittier Trust
California
$58K – – –
FCB
157
First Command Bank
Texas
$55K – – –
FCFS
158
First Command Financial Services
Texas
$55K – – –
FHA
159
First Horizon Advisors
Tennessee
$53K +$13.2K +480 +35%
GWS
160
Glassman Wealth Services
Virginia
$46K – – –
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$46K +$4.12K +150 +10%
TSW
162
Thompson Siegel & Walmsley
Virginia
$43K – – –
IRC
163
Investors Research Corp
Georgia
$40K – – –
CT
164
Caldwell Trust
Florida
$36.1K – – –
SPIA
165
Steward Partners Investment Advisory
New York
$36.1K +$34.4K +1,250 New
IAIM
166
International Assets Investment Management
Florida
$30K – – –
AWM
167
Accel Wealth Management
Iowa
$29K – – –
OIA
168
Optimum Investment Advisors
Illinois
$29K – – –
APA
169
American Portfolios Advisors
New York
$25.4K -$21.2K -770 -47%
SWA
170
Sutton Wealth Advisors
Florida
$24.3K – – –
PHK
171
Point72 Hong Kong
Hong Kong
$24K +$9.62K +350 +73%
Macquarie Group
172
Macquarie Group
Australia
$21K -$9.62K -350 -32%
Lazard Asset Management
173
Lazard Asset Management
New York
$19K -$28K -1,020 -61%
GWM
174
Geneos Wealth Management
Colorado
$19K – – –
FP
175
Financial Perspectives
Minnesota
$18K +$1.39M +50,400 +29,647%
5 6
7
8 9

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.