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Coca-Cola Consolidated

197 hedge funds and large institutions have $1.14B invested in Coca-Cola Consolidated in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

25.09% more ownership

Funds ownership: 511.11%536.2% (+25%)

14% more funds holding

Funds holding: 173197 (+24)

9% more capital invested

Capital invested by funds: $1.04B → $1.14B (+$96.9M)

Holders
197
Holders Change
+24
Holders Change %
+13.87%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
64
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
176
Versant Capital Management
Arizona
$28K +$17.9K +570 +146%
SWA
177
Sutton Wealth Advisors
Florida
$24.2K
GWM
178
Geneos Wealth Management
Colorado
$21K -$7.21K -230 -24%
JCM
179
Jacobi Capital Management
Pennsylvania
$21K
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$19K
S
181
SignatureFD
Georgia
$15K
EWA
182
Evolution Wealth Advisors
Florida
$15K +$15.7K +500 New
BCA
183
Berman Capital Advisors
Georgia
$14K
SIC
184
Salem Investment Counselors
North Carolina
$12K
SBL
185
Sargent Bickham Lagudis
Colorado
$10K
PA
186
Parallel Advisors
California
$9K
THWM
187
Taylor Hoffman Wealth Management
Virginia
$9K
GEA
188
Glen Eagle Advisors
New Jersey
$5.99K +$6.26K +200 New
PHK
189
Point72 Hong Kong
Hong Kong
$5K +$5.64K +180 New
RCAG
190
Rehmann Capital Advisory Group
Michigan
$2.39K -$2.19K -70 -47%
PMFA
191
Plante Moran Financial Advisors
Michigan
$2K +$2.51K +80 New
TFO
192
Tarbox Family Office
California
$2K +$2.51K +80 New
ASN
193
Advisory Services Network
Georgia
$1K
EWM
194
Executive Wealth Management
Michigan
$1K
LA
195
Legacy Advisors
Pennsylvania
$1K
PFBT
196
Parkside Financial Bank & Trust
Missouri
$1K
GT
197
Glenmede Trust
Pennsylvania
$4
USGIU
198
U.S. Global Investors (USGI)
Texas
-$1.39M -48,270 Closed
HI
199
HBK Investments
Texas
-$1.06M -37,000 Closed
VF
200
Virtu Financial
New York
-$686K -23,840 Closed