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Coca-Cola Consolidated
COKE

188 hedge funds and large institutions have $785M invested in Coca-Cola Consolidated in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

7% more funds holding

Funds holding: 176 → 188 (+12)

6% more capital invested

Capital invested by funds: $737M → $785M (+$47.7M)

12% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 57

36.08% less ownership

Funds ownership: 520.52% → 484.44% (-36%)

Holders
188
Holders Change
+12
Holders Change %
+6.82%
% of All Funds
3.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
50
Reduced
57
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$6.7M
2
BlackRock
BlackRock
New York
+$4.2M
3
Man Group
Man Group
United Kingdom
+$3.28M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.47M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.09M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$37.7M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$18.5M
3
Goldman Sachs
Goldman Sachs
New York
-$9.25M
4
MCM
Matarin Capital Management
New York
-$3.13M
5
KBC Group
KBC Group
Belgium
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
176
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
FP
177
Financial Perspectives
Minnesota
$4K – – –
VCM
178
Versant Capital Management
Arizona
$4K -$1.41K -60 -22%
QCG
179
Quadrant Capital Group
Ohio
$4K -$468 -20 -10%
AWA
180
Arkadios Wealth Advisors
Georgia
$3.42K – – –
CFD
181
Creative Financial Designs
Indiana
$3K +$3.04K +130 New
CP
182
Corbenic Partners
Pennsylvania
$2K – – –
IA
183
IFP Advisors
Florida
$2K – – –
PMFA
184
Plante Moran Financial Advisors
Michigan
$2K – – –
PFBT
185
Parkside Financial Bank & Trust
Missouri
$2K +$468 +20 +25%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$2K +$1.87K +80 New
TWA
187
TCI Wealth Advisors
Arizona
$1K – – –
JG
188
Jefferies Group
New York
$435 +$445K +19,000 New
First Trust Advisors
189
First Trust Advisors
Illinois
– -$1.04M -49,660 Closed
GCP
190
GSA Capital Partners
United Kingdom
– -$487K -23,370 Closed
MERSOM
191
Municipal Employees' Retirement System of Michigan
Michigan
– -$300K -14,400 Closed
Citadel Advisors
192
Citadel Advisors
Florida
– -$292K -13,990 Closed
Victory Capital Management
193
Victory Capital Management
Texas
– -$272K -13,000 Closed
HSBC Holdings
194
HSBC Holdings
United Kingdom
– -$223K -10,720 Closed
II
195
Inspire Investing
Idaho
– -$191K -9,180 Closed
MAM
196
Meeder Asset Management
Ohio
– -$74K -3,560 Closed
AAMU
197
Amundi Asset Management US
Massachusetts
– -$42K -2,000 Closed
ASN
198
Advisory Services Network
Georgia
– -$21K -1,030 Closed
AIM
199
Aigen Investment Management
New York
– -$15K -740 Closed
DWM
200
Darwin Wealth Management
Florida
– -$11K -550 Closed
5 6 7
8
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COKE Hedge Fund Activity: Q2 2020 in Review

188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q2 2020, worth a combined $785M — up 6.5% from $737M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new COKE positions and 13 closed out — a net gain of 14 holders — while 50 added to existing stakes and 57 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $6.7M. The largest seller was Osaic Holdings, cutting an estimated $37.7M.

  • 188 institutional investors held Coca-Cola Consolidated (COKE) as of Q2 2020, up from 176 in Q1 2020.
  • Funds reported $785M of Coca-Cola Consolidated stock for Q2 2020, up 6.5% quarter-over-quarter.
  • 27 funds opened new Coca-Cola Consolidated positions in Q2 2020 and 13 closed out, a net change of +14 holders.
  • The largest Coca-Cola Consolidated buyer in Q2 2020 was Jacobs Levy Equity Management, an estimated $6.7M added.
  • The largest Coca-Cola Consolidated seller in Q2 2020 was Osaic Holdings, an estimated $37.7M sold.

Based on aggregated 13F filings for Q2 2020.