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Coca-Cola Consolidated
COKE

195 hedge funds and large institutions have $926M invested in Coca-Cola Consolidated in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $833M → $926M (+$93.1M)

3% more funds holding

Funds holding: 190 → 195 (+5)

1.12% more ownership

Funds ownership: 489.7% → 490.81% (+1.1%)

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
59
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$11.6M
2
TCM
Tributary Capital Management
Nebraska
+$5.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.88M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.21M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.08M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.52M
2
Man Group
Man Group
United Kingdom
-$3.6M
3
Goldman Sachs
Goldman Sachs
New York
-$2.99M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.29M
5
MAM
Martingale Asset Management
Massachusetts
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
176
Tradition Wealth Management
Minnesota
$6K +$5.85K +230 New
SAI
177
Systematic Alpha Investments
New Jersey
$6K +$6.1K +240 New
MSFP
178
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
QCG
179
Quadrant Capital Group
Ohio
$5K – – –
VCM
180
Versant Capital Management
Arizona
$5K – – –
PWPS
181
Pinnacle Wealth Planning Services
Ohio
$5K +$4.58K +180 New
COCM
182
Charter Oak Capital Management
New Hampshire
$5K +$5.08K +200 New
FP
183
Financial Perspectives
Minnesota
$4.66K – – –
PA
184
Parallel Advisors
California
$4K -$3.56K -140 -47%
PFBT
185
Parkside Financial Bank & Trust
Missouri
$4K +$1.53K +60 +75%
TRCT
186
Tower Research Capital (TRC)
New York
$3K -$1.22M -47,920 -100%
AWA
187
Arkadios Wealth Advisors
Georgia
$3K – – –
CFD
188
Creative Financial Designs
Indiana
$3K – – –
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$2K – – –
TWA
190
TCI Wealth Advisors
Arizona
$2K +$1.02K +40 +80%
JCM
191
Jacobi Capital Management
Pennsylvania
$1K -$16.8K -660 -94%
BWA
192
BDO Wealth Advisors
Florida
$1K – – –
AssetMark Inc
193
AssetMark Inc
California
$1K +$763 +30 New
WWM
194
Wolff Wiese Magana
California
$1K +$1.27K +50 New
AIG
195
American International Group
New York
$842 -$20.3K -800 -2%
American Century Companies
196
American Century Companies
Missouri
– -$648K -26,940 Closed
PP
197
Paloma Partners
Connecticut
– -$513K -21,310 Closed
Two Sigma Investments
198
Two Sigma Investments
New York
– -$497K -20,660 Closed
Squarepoint
199
Squarepoint
New York
– -$430K -17,860 Closed
Millennium Management
200
Millennium Management
New York
– -$429 -17,830 Closed
5 6 7
8
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COKE Hedge Fund Activity: Q4 2020 in Review

195 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2020, worth a combined $926M — up 11% from $833M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new COKE positions and 17 closed out — a net gain of 5 holders — while 59 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $11.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $5.52M.

  • 195 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2020, up from 190 in Q3 2020.
  • Funds reported $926M of Coca-Cola Consolidated stock for Q4 2020, up 11% quarter-over-quarter.
  • 22 funds opened new Coca-Cola Consolidated positions in Q4 2020 and 17 closed out, a net change of +5 holders.
  • The largest Coca-Cola Consolidated buyer in Q4 2020 was BlackRock, an estimated $11.6M added.
  • The largest Coca-Cola Consolidated seller in Q4 2020 was T. Rowe Price Associates, an estimated $5.52M sold.

Based on aggregated 13F filings for Q4 2020.