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Coca-Cola Consolidated
COKE

202 hedge funds and large institutions have $1.02B invested in Coca-Cola Consolidated in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

10% more capital invested

Capital invested by funds: $926M → $1.02B (+$89.4M)

5.78% more ownership

Funds ownership: 490.81% → 496.6% (+5.8%)

4% more funds holding

Funds holding: 195 → 202 (+7)

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
3.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
72
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
+$5.68M
2
BlackRock
BlackRock
New York
+$5.25M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.93M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.35M
5
Morgan Stanley
Morgan Stanley
New York
+$2.41M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.8M
2
Norges Bank
Norges Bank
Norway
-$3.03M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.67M
4
Wells Fargo
Wells Fargo
California
-$2.22M
5
MSL
Mackay Shields LLC
New York
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
176
SignatureFD
Georgia
$17K +$1.37K +50 +9%
BCA
177
Berman Capital Advisors
Georgia
$15K – – –
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
AWA
179
Arkadios Wealth Advisors
Georgia
$14K +$9.89K +360 +240%
SIC
180
Salem Investment Counselors
North Carolina
$12K – – –
GWSG
181
GPS Wealth Strategies Group
Colorado
$11K +$11K +400 New
SIS
182
Sound Income Strategies
Florida
$8.66K – – –
VCM
183
Versant Capital Management
Arizona
$8K +$2.2K +80 +38%
LWM
184
Liberty Wealth Management
California
$7K – – –
SAI
185
Systematic Alpha Investments
New Jersey
$7K – – –
IA
186
IFP Advisors
Florida
$6K -$3.02K -110 -32%
COCM
187
Charter Oak Capital Management
New Hampshire
$6K – – –
MSFP
188
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
QCG
189
Quadrant Capital Group
Ohio
$6K +$1.1K +40 +22%
PA
190
Parallel Advisors
California
$5K – – –
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$5K +$5.22K +190 New
PCG
192
Private Capital Group
Connecticut
$4K -$20.1K -730 -83%
CFD
193
Creative Financial Designs
Indiana
$4K – – –
PFBT
194
Parkside Financial Bank & Trust
Missouri
$4K – – –
SWM
195
Spire Wealth Management
Virginia
$4K +$23.9K +870 New
TWA
196
TCI Wealth Advisors
Arizona
$3K – – –
JCM
197
Jacobi Capital Management
Pennsylvania
$3K +$2.2K +80 +200%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$2K – – –
BWA
199
BDO Wealth Advisors
Florida
$1K – – –
WWM
200
Wolff Wiese Magana
California
$1K – – –
5 6 7
8
9

COKE Hedge Fund Activity: Q1 2021 in Review

202 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q1 2021, worth a combined $1.02B — up 9.7% from $926M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new COKE positions and 17 closed out — a net gain of 8 holders — while 72 added to existing stakes and 49 trimmed.

The largest buyer was Federated Hermes, adding an estimated $5.68M. The largest seller was T. Rowe Price Associates, cutting an estimated $13.8M.

  • 202 institutional investors held Coca-Cola Consolidated (COKE) as of Q1 2021, up from 195 in Q4 2020.
  • Funds reported $1.02B of Coca-Cola Consolidated stock for Q1 2021, up 9.7% quarter-over-quarter.
  • 25 funds opened new Coca-Cola Consolidated positions in Q1 2021 and 17 closed out, a net change of +8 holders.
  • The largest Coca-Cola Consolidated buyer in Q1 2021 was Federated Hermes, an estimated $5.68M added.
  • The largest Coca-Cola Consolidated seller in Q1 2021 was T. Rowe Price Associates, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2021.