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Coca-Cola Consolidated

203 hedge funds and large institutions have $1.06B invested in Coca-Cola Consolidated in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 57

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

1% more funds holding

Funds holding: 201203 (+2)

7% less capital invested

Capital invested by funds: $1.14B → $1.06B (-$80.5M)

11.48% less ownership

Funds ownership: 537.01%525.54% (-11%)

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
64
Reduced
57
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
176
Optimum Investment Advisors
Illinois
$28K
Lazard Asset Management
177
Lazard Asset Management
New York
$27K -$1.62M -57,810 -98%
IA
178
IFP Advisors
Florida
$26K
SWA
179
Sutton Wealth Advisors
Florida
$23K
VCM
180
Versant Capital Management
Arizona
$21K +$9.79K +350 +88%
JCM
181
Jacobi Capital Management
Pennsylvania
$20K
EWA
182
Evolution Wealth Advisors
Florida
$17K
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$17K +$16.2K +580 +5,800%
GWM
184
Geneos Wealth Management
Colorado
$14K
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$14K
S
186
SignatureFD
Georgia
$14K
BCA
187
Berman Capital Advisors
Georgia
$13K
SIC
188
Salem Investment Counselors
North Carolina
$12K
GT
189
Glenmede Trust
Pennsylvania
$12K +$3.36K +120 +38%
PHK
190
Point72 Hong Kong
Hong Kong
$12K +$12.3K +440 New
PA
191
Parallel Advisors
California
$9K
SBL
192
Sargent Bickham Lagudis
Colorado
$9K
THWM
193
Taylor Hoffman Wealth Management
Virginia
$9K
HPC
194
HM Payson & Co
Maine
$8K +$7.83K +280 New
FP
195
Financial Perspectives
Minnesota
$4.95K +$4.76K +170 New
AWA
196
Arkadios Wealth Advisors
Georgia
$4.31K +$4.2K +150 New
QCG
197
Quadrant Capital Group
Ohio
$4K -$25.2K -900 -84%
PMFA
198
Plante Moran Financial Advisors
Michigan
$2K
TFO
199
Tarbox Family Office
California
$2K
CP
200
Corbenic Partners
Pennsylvania
$2K +$1.96K +70 New