We are live on ! Find out more
COKE icon

Coca-Cola Consolidated
COKE

271 hedge funds and large institutions have $2.13B invested in Coca-Cola Consolidated in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 18

54% more capital invested

Capital invested by funds: $1.38B → $2.13B (+$743M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more funds holding

Funds holding: 237 → 271 (+34)

8.72% less ownership

Funds ownership: 494.02% → 485.29% (-8.7%)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

Holders
271
Holders Change
+34
Holders Change %
+14.35%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
56
Increased
72
Reduced
87
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$9.52M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$3.95M
4
ACM
AlphaStar Capital Management
North Carolina
+$3.75M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.71M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$12M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$11.7M
3
Goldman Sachs
Goldman Sachs
New York
-$7.78M
4
Wells Fargo
Wells Fargo
California
-$5.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
151
Alliance Wealth Management Group
New Jersey
$467K -$32.1K -650 -0.8%
US Bancorp
152
US Bancorp
Minnesota
$464K +$4.94K +100 +1%
OWM
153
OneAscent Wealth Management
Alabama
$464K +$370K +7,500 New
WAM
154
WNY Asset Management
New York
$448K – – –
CG
155
Caprock Group
Idaho
$433K – – –
BFA
156
Bragg Financial Advisors
North Carolina
$430K – – –
AG
157
Algert Global
California
$412K +$329K +6,660 New
HWAM
158
Hennion & Walsh Asset Management
New Jersey
$410K -$987 -20 -0.3%
MOACM
159
Mutual of America Capital Management
New York
$393K +$7.9K +160 +3%
VF
160
Virtu Financial
New York
$390K +$311K +6,300 New
MPM
161
Meritage Portfolio Management
Kansas
$347K +$13.8K +280 +5%
PAG
162
Private Advisor Group
New Jersey
$345K – – –
SFI
163
Susquehanna Fundamental Investments
Pennsylvania
$341K +$271K +5,500 New
CB
164
Commerce Bank
Missouri
$340K +$271K +5,500 New
LWAC
165
Laurel Wealth Advisors (California)
California
$329K – – –
GLA
166
Great Lakes Advisors
Illinois
$313K +$249K +5,050 New
MCM
167
Mendel Capital Management
Arkansas
$310K +$247K +5,000 New
State of Wisconsin Investment Board
168
State of Wisconsin Investment Board
Wisconsin
$310K +$247K +5,000 New
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$309K -$42K -850 -15%
Squarepoint
170
Squarepoint
New York
$306K +$244K +4,940 New
WAM
171
Watershed Asset Management
California
$291K +$232K +4,700 New
CA
172
Clearstead Advisors
Ohio
$289K – – –
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$281K – – –
AP
174
Advisor Partners
California
$279K +$222K +4,490 New
RA
175
Royce & Associates
New York
$279K +$223K +4,510 New
5 6
7
8 9

COKE Hedge Fund Activity: Q4 2021 in Review

271 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2021, worth a combined $2.13B — up 54% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new COKE positions and 18 closed out — a net gain of 38 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $9.52M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $12M.

  • 271 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2021, up from 237 in Q3 2021.
  • Funds reported $2.13B of Coca-Cola Consolidated stock for Q4 2021, up 54% quarter-over-quarter.
  • 56 funds opened new Coca-Cola Consolidated positions in Q4 2021 and 18 closed out, a net change of +38 holders.
  • The largest Coca-Cola Consolidated buyer in Q4 2021 was Lazard Asset Management, an estimated $9.52M added.
  • The largest Coca-Cola Consolidated seller in Q4 2021 was Jacobs Levy Equity Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2021.