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Coca-Cola Consolidated

282 hedge funds and large institutions have $1.93B invested in Coca-Cola Consolidated in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.7B → $1.93B (+$226M)

9.88% more ownership

Funds ownership: 420.81%430.69% (+9.9%)

2% more funds holding

Funds holding: 277282 (+5)

19% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 96

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
282
Holders Change
+5
Holders Change %
+1.81%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
78
Reduced
96
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
151
New Mexico Educational Retirement Board
New Mexico
$428K +$51.6K +1,000 +14%
CI Investments Inc
152
CI Investments Inc
Ontario, Canada
$424K -$48.5K -940 -11%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$422K -$100K -1,940 -20%
BFA
154
Bragg Financial Advisors
North Carolina
$416K -$39.2K -760 -9%
X
155
Xponance
Pennsylvania
$405K +$3.1K +60 +0.8%
OWM
156
OneAscent Wealth Management
Alabama
$401K
TI
157
Tidal Investments
Wisconsin
$401K +$387K +7,490 New
Walleye Capital
158
Walleye Capital
New York
$400K +$386K +7,480 New
WAM
159
WNY Asset Management
New York
$390K +$1.55K +30 +0.4%
Jacobs Levy Equity Management
160
Jacobs Levy Equity Management
New Jersey
$384K -$878K -17,000 -70%
API
161
Advisor Partners II
California
$368K +$7.75K +150 +2%
Mariner
162
Mariner
Kansas
$368K -$51.6K -1,000 -13%
TC
163
TwinBeech Capital
New York
$364K +$352K +6,810 New
SYBT
164
Stock Yards Bank & Trust
Kentucky
$354K
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$339K
MPM
166
Meritage Portfolio Management
Kansas
$337K -$11.4K -220 -3%
US Bancorp
167
US Bancorp
Minnesota
$334K +$22.7K +440 +8%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$333K +$11.4K +220 +4%
AA
169
ALPS Advisors
Colorado
$321K +$310K +6,000 New
ZCM
170
Zebra Capital Management
Connecticut
$321K -$285K -5,510 -48%
PAMS
171
Pictet Asset Management (Switzerland)
Switzerland
$306K
SWP
172
Stratos Wealth Partners
Ohio
$303K -$23.8K -460 -8%
IWC
173
Integrated Wealth Concepts
Massachusetts
$302K +$291K +5,640 New
PAG
174
Private Advisor Group
New Jersey
$296K +$286K +5,530 New
AWM
175
AE Wealth Management
Kansas
$281K +$16K +310 +6%

COKE Hedge Fund Activity: Q1 2023 in Review

282 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q1 2023, worth a combined $1.93B — up 13% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new COKE positions and 23 closed out — a net gain of 12 holders — while 78 added to existing stakes and 96 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $31M. The largest seller was T. Rowe Price Associates, cutting an estimated $12.9M.

  • 282 institutional investors held Coca-Cola Consolidated (COKE) as of Q1 2023, up from 277 in Q4 2022.
  • Funds reported $1.93B of Coca-Cola Consolidated stock for Q1 2023, up 13% quarter-over-quarter.
  • 35 funds opened new Coca-Cola Consolidated positions in Q1 2023 and 23 closed out, a net change of +12 holders.
  • The largest Coca-Cola Consolidated buyer in Q1 2023 was Truist Financial, an estimated $31M added.
  • The largest Coca-Cola Consolidated seller in Q1 2023 was T. Rowe Price Associates, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2023.