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Coca-Cola Consolidated

292 hedge funds and large institutions have $2.4B invested in Coca-Cola Consolidated in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

24% more capital invested

Capital invested by funds: $1.93B → $2.4B (+$465M)

20.92% more ownership

Funds ownership: 430.69%451.61% (+21%)

4% more funds holding

Funds holding: 282292 (+10)

8% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 92

Holders
292
Holders Change
+10
Holders Change %
+3.55%
% of All Funds
4.58%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
99
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
176
Stock Yards Bank & Trust
Kentucky
$422K
Royal Bank of Canada
177
Royal Bank of Canada
Ontario, Canada
$418K -$129K -2,090 -24%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$400K +$4.33K +70 +1%
US Bancorp
179
US Bancorp
Minnesota
$392K -$4.33K -70 -1%
AA
180
ALPS Advisors
Colorado
$385K +$3.09K +50 +0.8%
PAMS
181
Pictet Asset Management (Switzerland)
Switzerland
$363K
NA
182
NewEdge Advisors
Louisiana
$363K +$307K +4,960 +661%
SWP
183
Stratos Wealth Partners
Ohio
$342K -$17.9K -290 -5%
AWM
184
AE Wealth Management
Kansas
$330K -$3.71K -60 -1%
CI Investments Inc
185
CI Investments Inc
Ontario, Canada
$325K -$174K -2,820 -36%
DIP
186
Davis Investment Partners
North Carolina
$321K
PAG
187
Private Advisor Group
New Jersey
$320K -$30.9K -500 -9%
MCM
188
Mendel Capital Management
Arkansas
$318K
B
189
Bailard
California
$318K +$309K +5,000 New
CL
190
CSS LLC
Illinois
$318K +$309K +5,000 New
II
191
Inspire Investing
Idaho
$313K -$9.9K -160 -3%
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$310K +$289K +4,680 +2,340%
CA
193
Clearstead Advisors
Ohio
$297K
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$289K
VPIM
195
Vanguard Personalized Indexing Management
California
$285K +$3.71K +60 +1%
IWC
196
Integrated Wealth Concepts
Massachusetts
$280K -$76.1K -1,230 -22%
BSW
197
Buckingham Strategic Wealth
Missouri
$276K
MIM
198
Macroview Investment Management
Maryland
$275K
Lido Advisors
199
Lido Advisors
California
$274K +$266K +4,300 New
BPA
200
Beacon Pointe Advisors
California
$271K +$619 +10 +0.2%

COKE Hedge Fund Activity: Q2 2023 in Review

292 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q2 2023, worth a combined $2.4B — up 24% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new COKE positions and 25 closed out — a net gain of 13 holders — while 99 added to existing stakes and 92 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $20.2M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $33M.

  • 292 institutional investors held Coca-Cola Consolidated (COKE) as of Q2 2023, up from 282 in Q1 2023.
  • Funds reported $2.4B of Coca-Cola Consolidated stock for Q2 2023, up 24% quarter-over-quarter.
  • 38 funds opened new Coca-Cola Consolidated positions in Q2 2023 and 25 closed out, a net change of +13 holders.
  • The largest Coca-Cola Consolidated buyer in Q2 2023 was Assenagon Asset Management, an estimated $20.2M added.
  • The largest Coca-Cola Consolidated seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2023.