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Coca-Cola Consolidated
COKE

190 hedge funds and large institutions have $833M invested in Coca-Cola Consolidated in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $785M → $833M (+$48.2M)

5.25% more ownership

Funds ownership: 484.44% → 489.7% (+5.3%)

1% more funds holding

Funds holding: 188 → 190 (+2)

10% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 62

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
56
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$11.9M
2
TCM
Tributary Capital Management
Nebraska
+$11M
3
Man Group
Man Group
United Kingdom
+$4.51M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.71M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.49M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$8.21M
2
BlackRock
BlackRock
New York
-$4.98M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.4M
4
MCM
Matarin Capital Management
New York
-$3.82M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
176
Parallel Advisors
California
$7K – – –
SIS
177
Sound Income Strategies
Florida
$7K – – –
IA
178
IFP Advisors
Florida
$7K +$5.01K +200 +250%
LWM
179
Liberty Wealth Management
California
$6K +$6.26K +250 New
MSFP
180
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
VCM
181
Versant Capital Management
Arizona
$5K – – –
FP
182
Financial Perspectives
Minnesota
$4.21K – – –
QCG
183
Quadrant Capital Group
Ohio
$4K – – –
AWA
184
Arkadios Wealth Advisors
Georgia
$3.81K – – –
CFD
185
Creative Financial Designs
Indiana
$3K – – –
PFBT
186
Parkside Financial Bank & Trust
Missouri
$2K -$501 -20 -20%
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$2K – – –
TWA
188
TCI Wealth Advisors
Arizona
$1K – – –
Millennium Management
189
Millennium Management
New York
$429 +$208K +8,300 +87%
MCM
190
Matarin Capital Management
New York
– -$3.82M -166,700 Closed
Bessemer Group
191
Bessemer Group
New Jersey
– -$2.5M -109,180 Closed
CRM
192
Cramer Rosenthal McGlynn
Connecticut
– -$1.32M -57,710 Closed
SG Americas Securities
193
SG Americas Securities
New York
– -$573K -25,020 Closed
AIMCA
194
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$458K -20,000 Closed
JG
195
Jefferies Group
New York
– -$435 -19,000 Closed
Jane Street
196
Jane Street
New York
– -$397K -17,340 Closed
NIT
197
NumerixS Investment Technologies
British Columbia, Canada
– -$287K -12,540 Closed
MFG
198
Magnus Financial Group
New York
– -$211K -9,220 Closed
TSS
199
Two Sigma Securities
New York
– -$208K -9,090 Closed
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
– -$200K -8,730 Closed
5 6 7
8
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COKE Hedge Fund Activity: Q3 2020 in Review

190 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2020, worth a combined $833M — up 6.1% from $785M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new COKE positions and 19 closed out — a net gain of 2 holders — while 56 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $11.9M. The largest seller was Goldman Sachs, cutting an estimated $8.21M.

  • 190 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2020, up from 188 in Q2 2020.
  • Funds reported $833M of Coca-Cola Consolidated stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 21 funds opened new Coca-Cola Consolidated positions in Q3 2020 and 19 closed out, a net change of +2 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2020 was Invesco, an estimated $11.9M added.
  • The largest Coca-Cola Consolidated seller in Q3 2020 was Goldman Sachs, an estimated $8.21M sold.

Based on aggregated 13F filings for Q3 2020.