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Coca-Cola Consolidated
COKE

237 hedge funds and large institutions have $1.38B invested in Coca-Cola Consolidated in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

5% more funds holding

Funds holding: 225 → 237 (+12)

2% less capital invested

Capital invested by funds: $1.42B → $1.38B (-$33.6M)

3.11% less ownership

Funds ownership: 497.13% → 494.02% (-3.1%)

14% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 74

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
237
Holders Change
+12
Holders Change %
+5.33%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
64
Reduced
74
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$12.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$10.4M
3
LSV Asset Management
LSV Asset Management
Illinois
+$8.42M
4
VIA
Vident Investment Advisory
Georgia
+$1.91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.87M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$6.55M
2
BlackRock
BlackRock
New York
-$6.02M
3
Invesco
Invesco
Georgia
-$5.01M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.66M
5
Wells Fargo
Wells Fargo
California
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
176
First Command Financial Services
Texas
$75K – – –
Amundi
177
Amundi
France
$73K – – –
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$72K +$4.38K +110 +6%
FHA
179
First Horizon Advisors
Tennessee
$67K +$1.99K +50 +3%
HMS
180
Hanseatic Management Services
New Mexico
$66K +$12.3K +310 +23%
GWS
181
Glassman Wealth Services
Virginia
$62K – – –
TSW
182
Thompson Siegel & Walmsley
Virginia
$59K – – –
CAL
183
Capital Analysts LLC
Pennsylvania
$56K +$56.1K +1,410 New
IRC
184
Investors Research Corp
Georgia
$55K – – –
CT
185
Caldwell Trust
Florida
$49.3K – – –
AWM
186
Accel Wealth Management
Iowa
$49K +$9.95K +250 +25%
AW
187
Alaethes Wealth
Nevada
$46K – – –
TRCT
188
Tower Research Capital (TRC)
New York
$45K -$18.7K -470 -29%
APA
189
American Portfolios Advisors
New York
$43.4K – – –
GEA
190
Glen Eagle Advisors
New Jersey
$39.4K +$39.8K +1,000 New
LWM
191
Liberty Wealth Management
California
$35K +$21.1K +530 +196%
SWA
192
Sutton Wealth Advisors
Florida
$33.1K – – –
SWM
193
Spire Wealth Management
Virginia
$30K – – –
DekaBank Deutsche Girozentrale
194
DekaBank Deutsche Girozentrale
Germany
$30K +$29.8K +750 New
PPWM
195
PFG Private Wealth Management
Florida
$30K +$29.8K +750 New
Macquarie Group
196
Macquarie Group
Australia
$29K – – –
GWM
197
Geneos Wealth Management
Colorado
$29K +$9.95K +250 +50%
BFC
198
Bedel Financial Consulting
Indiana
$28K – – –
Lazard Asset Management
199
Lazard Asset Management
New York
$26K – – –
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$26K – – –
6 7
8
9 10

COKE Hedge Fund Activity: Q3 2021 in Review

237 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2021, worth a combined $1.38B — down 2.4% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new COKE positions and 16 closed out — a net gain of 12 holders — while 64 added to existing stakes and 74 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12.2M. The largest seller was Norges Bank, cutting an estimated $6.55M.

  • 237 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $1.38B of Coca-Cola Consolidated stock for Q3 2021, down 2.4% quarter-over-quarter.
  • 28 funds opened new Coca-Cola Consolidated positions in Q3 2021 and 16 closed out, a net change of +12 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2021 was Goldman Sachs, an estimated $12.2M added.
  • The largest Coca-Cola Consolidated seller in Q3 2021 was Norges Bank, an estimated $6.55M sold.

Based on aggregated 13F filings for Q3 2021.