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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
CG
151
Caprock Group
Idaho
$276K – – –
RJA
152
Raymond James & Associates
Florida
$275K -$1.3M -32,580 -82%
HWAM
153
Hennion & Walsh Asset Management
New Jersey
$262K -$40.6K -1,020 -13%
MOACM
154
Mutual of America Capital Management
New York
$244K -$16.3K -410 -6%
II
155
Inspire Investing
Idaho
$234K -$446K -11,220 -65%
GWM
156
Greenwich Wealth Management
Connecticut
$234K +$232K +5,820 +15%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$230K +$4.38K +110 +2%
CCM
158
Cullen Capital Management
New York
$224K -$3.98K -100 -2%
PAG
159
Private Advisor Group
New Jersey
$220K – – –
SWP
160
Stratos Wealth Partners
Ohio
$215K +$216K +5,440 New
RWM
161
Ritholtz Wealth Management
New York
$211K +$213K +5,360 New
MPM
162
Meritage Portfolio Management
Kansas
$210K +$212K +5,330 New
LWAC
163
Laurel Wealth Advisors (California)
California
$209K – – –
EGM
164
Engineers Gate Manager
New York
$208K -$723K -18,160 -78%
XT
165
XTX Topco
Cayman Islands
$201K +$203K +5,110 New
CA
166
Clearstead Advisors
Ohio
$184K – – –
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$179K – – –
HWMA
168
Heritage Wealth Management (Arizona)
Arizona
$177K +$27.9K +700 +18%
MIM
169
Macroview Investment Management
Maryland
$171K – – –
AIP
170
Ameritas Investment Partners
Nebraska
$151K – – –
LWCFA
171
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K – – –
HI
172
Harbour Investments
Wisconsin
$102K +$398 +10 +0.4%
WT
173
Whittier Trust
California
$79K – – –
TLFA
174
True Link Financial Advisors
California
$79K +$79.6K +2,000 New
FCB
175
First Command Bank
Texas
$75K – – –
5 6
7
8 9

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.