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Coca-Cola Consolidated

225 hedge funds and large institutions have $1.42B invested in Coca-Cola Consolidated in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

39% more capital invested

Capital invested by funds: $1.02B → $1.42B (+$401M)

11% more funds holding

Funds holding: 202225 (+23)

5% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 65

0.53% more ownership

Funds ownership: 496.6%497.13% (+0.53%)

Holders
225
Holders Change
+23
Holders Change %
+11.39%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
40
Increased
68
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
176
First Horizon Advisors
Tennessee
$66K -$7.05K -200 -11%
TRCT
177
Tower Research Capital (TRC)
New York
$65K -$162K -4,600 -74%
GWS
178
Glassman Wealth Services
Virginia
$64K
ASN
179
Advisory Services Network
Georgia
$64K +$55.7K +1,580 New
TSW
180
Thompson Siegel & Walmsley
Virginia
$60K
IRC
181
Investors Research Corp
Georgia
$56K
DFCM
182
Dark Forest Capital Management
Puerto Rico
$55K +$47.9K +1,360 New
HMS
183
Hanseatic Management Services
New Mexico
$55K +$47.9K +1,360 New
CT
184
Caldwell Trust
Florida
$50.3K
AW
185
Alaethes Wealth
Nevada
$47K +$40.9K +1,160 New
APA
186
American Portfolios Advisors
New York
$44.2K +$7.75K +220 +25%
AWM
187
Accel Wealth Management
Iowa
$40K
SWA
188
Sutton Wealth Advisors
Florida
$33.8K
SWM
189
Spire Wealth Management
Virginia
$30K -$4.23K -120 -14%
Macquarie Group
190
Macquarie Group
Australia
$30K
BFC
191
Bedel Financial Consulting
Indiana
$29K +$25K +710 New
Lazard Asset Management
192
Lazard Asset Management
New York
$26K
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$5.29K +150 +30%
S
194
SignatureFD
Georgia
$24K +$352 +10 +2%
BCA
195
Berman Capital Advisors
Georgia
$21K
AWA
196
Arkadios Wealth Advisors
Georgia
$20K
GWM
197
Geneos Wealth Management
Colorado
$19K -$5.29K -150 -23%
VCM
198
Versant Capital Management
Arizona
$18K +$5.64K +160 +55%
GWSG
199
GPS Wealth Strategies Group
Colorado
$16K
SIC
200
Salem Investment Counselors
North Carolina
$16K