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Coca-Cola Consolidated

201 hedge funds and large institutions have $1.14B invested in Coca-Cola Consolidated in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 197201 (+4)

0.81% more ownership

Funds ownership: 536.2%537.01% (+0.81%)

0% less capital invested

Capital invested by funds: $1.14B → $1.14B (-$325K)

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
66
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$35K
QCG
177
Quadrant Capital Group
Ohio
$32K
OIA
178
Optimum Investment Advisors
Illinois
$30K +$31.3K +1,000 New
IA
179
IFP Advisors
Florida
$26K +$27.5K +880 New
SWA
180
Sutton Wealth Advisors
Florida
$24.6K
JCM
181
Jacobi Capital Management
Pennsylvania
$21K
EWA
182
Evolution Wealth Advisors
Florida
$18K +$3.13K +100 +20%
GWM
183
Geneos Wealth Management
Colorado
$15K -$7.19K -230 -32%
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$3.13K -100 -17%
S
185
SignatureFD
Georgia
$15K
BCA
186
Berman Capital Advisors
Georgia
$14K
VCM
187
Versant Capital Management
Arizona
$12K -$17.5K -560 -58%
SIC
188
Salem Investment Counselors
North Carolina
$12K
SBL
189
Sargent Bickham Lagudis
Colorado
$10K
PA
190
Parallel Advisors
California
$9K
THWM
191
Taylor Hoffman Wealth Management
Virginia
$9K
GWAG
192
Garrett Wealth Advisory Group
Texas
$2.13K +$2.19K +70 New
HFM
193
Harvest Fund Management
China
$2K -$41.9K -1,340 -95%
PMFA
194
Plante Moran Financial Advisors
Michigan
$2K
TFO
195
Tarbox Family Office
California
$2K
ASN
196
Advisory Services Network
Georgia
$1K
PFBT
197
Parkside Financial Bank & Trust
Missouri
$1K
AF
198
Advisornet Financial
Minnesota
$1K +$625 +20 New
TWA
199
TCI Wealth Advisors
Arizona
$1K +$1.25K +40 New
GT
200
Glenmede Trust
Pennsylvania
$9 +$5.63K +180 +129%

COKE Hedge Fund Activity: Q3 2019 in Review

201 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2019, worth a combined $1.14B — down 0.03% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new COKE positions and 15 closed out — a net gain of 4 holders — while 66 added to existing stakes and 68 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $21.1M. The largest seller was Fidelity International, cutting an estimated $46.9M.

  • 201 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2019, up from 197 in Q2 2019.
  • Funds reported $1.14B of Coca-Cola Consolidated stock for Q3 2019, down 0.03% quarter-over-quarter.
  • 19 funds opened new Coca-Cola Consolidated positions in Q3 2019 and 15 closed out, a net change of +4 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2019 was Voloridge Investment Management, an estimated $21.1M added.
  • The largest Coca-Cola Consolidated seller in Q3 2019 was Fidelity International, an estimated $46.9M sold.

Based on aggregated 13F filings for Q3 2019.