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Coca-Cola Consolidated
COKE

Overview Fund Activity

281 hedge funds and large institutions have $1.93B invested in Coca-Cola Consolidated in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+5
Holders Change %
+1.81%
% of All Funds
4.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
78
Reduced
96
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$32.1M
2
First Trust Advisors
First Trust Advisors
Illinois
+$25.5M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$18.1M
4
Invesco
Invesco
Georgia
+$12M
5
QOP
Quinn Opportunity Partners
Virginia
+$6.79M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.3M
2
Lazard Asset Management
Lazard Asset Management
New York
-$12M
3
Citadel Advisors
Citadel Advisors
Florida
-$8.79M
4
UBS Group
UBS Group
Switzerland
-$8.13M
5
Man Group
Man Group
United Kingdom
-$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
176
Raymond James Financial Services Advisors
Florida
$279K +$51.9K +970 +23%
XT
177
XTX Topco
Cayman Islands
$278K +$278K +5,190 New
WAM
178
Watershed Asset Management
California
$273K -$9.63K -180 -3%
II
179
Inspire Investing
Idaho
$272K +$25.7K +480 +10%
AIA
180
Avalon Investment & Advisory
Texas
$270K – – –
MCM
181
Mendel Capital Management
Arkansas
$268K – – –
Balyasny Asset Management
182
Balyasny Asset Management
Illinois
$265K +$265K +4,950 New
DIP
183
Davis Investment Partners
North Carolina
$260K – – –
CA
184
Clearstead Advisors
Ohio
$250K – – –
Connor, Clark & Lunn Investment Management (CC&L)
185
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$249K -$545K -10,190 -69%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$243K – – –
HFM
187
Harvest Fund Management
China
$241K +$53.4K +1,000 +28%
VPIM
188
Vanguard Personalized Indexing Management
California
$237K +$237K +4,420 New
JFG
189
Jefferies Financial Group
New York
$237K +$237K +4,420 New
MIM
190
Macroview Investment Management
Maryland
$232K – – –
BPA
191
Beacon Pointe Advisors
California
$228K -$107K -2,000 -32%
SAM
192
Securian Asset Management
Minnesota
$225K – – –
BSW
193
Buckingham Strategic Wealth
Missouri
$222K – – –
ECM
194
EMC Capital Management
Texas
$220K – – –
TPCM
195
Templeton & Phillips Capital Management
Tennessee
$214K – – –
BAM
196
Berkshire Asset Management
Pennsylvania
$214K +$214K +4,000 New
State Board of Administration of Florida Retirement System
197
State Board of Administration of Florida Retirement System
Florida
$209K -$514K -9,600 -71%
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$207K -$170K -3,170 -45%
QT
199
Quantamental Technologies
New York
$204K +$204K +3,820 New
DFCM
200
Dark Forest Capital Management
Puerto Rico
$201K +$201K +3,750 New
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