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Coca-Cola Consolidated
COKE

311 hedge funds and large institutions have $2.41B invested in Coca-Cola Consolidated in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

7% more funds holding

Funds holding: 292 → 311 (+19)

3% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 98

1% more capital invested

Capital invested by funds: $2.4B → $2.41B (+$18.3M)

0.58% more ownership

Funds ownership: 451.61% → 452.19% (+0.58%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
311
Holders Change
+19
Holders Change %
+6.51%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
37
Increased
101
Reduced
98
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$14.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$13.2M
3
VRS
Virginia Retirement Systems
Virginia
+$13.1M
4
Charles Schwab
Charles Schwab
California
+$10.6M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$10.3M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$33.4M
2
First Trust Advisors
First Trust Advisors
Illinois
-$26.8M
3
Man Group
Man Group
United Kingdom
-$19.6M
4
Marshall Wace
Marshall Wace
United Kingdom
-$17.9M
5
SBH
Segall Bryant & Hamill
Illinois
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$460K -$91.7K -1,380 -16%
WG
177
Winton Group
United Kingdom
$447K -$296K -4,450 -39%
Axa
178
Axa
France
$445K -$1.35M -20,250 -74%
API
179
Advisor Partners II
California
$436K -$1.33K -20 -0.3%
X
180
Xponance
Pennsylvania
$431K -$1.99K -30 -0.4%
NYLIM
181
New York Life Investment Management
New York
$423K -$70.5K -1,060 -14%
SYBT
182
Stock Yards Bank & Trust
Kentucky
$422K – – –
SF
183
Synovus Financial
Georgia
$409K -$160K -2,410 -27%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$409K +$8.64K +130 +2%
Lido Advisors
185
Lido Advisors
California
$405K +$137K +2,060 +48%
BPA
186
Beacon Pointe Advisors
California
$398K +$133K +2,000 +47%
VI
187
Vestcor Inc
New Brunswick, Canada
$396K +$414K +6,230 New
SB
188
Strategic Blueprint
Georgia
$393K -$39.2K -590 -9%
Corient Private Wealth
189
Corient Private Wealth
Florida
$386K -$229K -3,440 -36%
I
190
InceptionR
California
$378K +$118K +1,780 +43%
Pacer Advisors
191
Pacer Advisors
Pennsylvania
$367K -$148K -2,230 -28%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$363K +$380K +5,710 New
SEC
193
Seven Eight Capital
New York
$356K +$372K +5,590 New
AG
194
AIA Group
Hong Kong
$352K -$80.4K -1,210 -18%
W
195
Wealthquest
Ohio
$341K +$4.05M +60,950 New
KLCM
196
KG&L Capital Management
Louisiana
$332K +$75.1K +1,130 +28%
Walleye Capital
197
Walleye Capital
New York
$331K -$1.93M -28,990 -85%
National Bank of Canada
198
National Bank of Canada
Quebec, Canada
$324K +$15.3K +230 +5%
PAG
199
Private Advisor Group
New Jersey
$320K – – –
AWM
200
AE Wealth Management
Kansas
$320K -$11.3K -170 -3%
6 7
8
9 10

COKE Hedge Fund Activity: Q3 2023 in Review

311 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2023, worth a combined $2.41B — up 0.76% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new COKE positions and 16 closed out — a net gain of 21 holders — while 101 added to existing stakes and 98 trimmed.

The largest buyer was Public Employees Retirement Association of Colorado, adding an estimated $14.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $33.4M.

  • 311 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2023, up from 292 in Q2 2023.
  • Funds reported $2.41B of Coca-Cola Consolidated stock for Q3 2023, up 0.76% quarter-over-quarter.
  • 37 funds opened new Coca-Cola Consolidated positions in Q3 2023 and 16 closed out, a net change of +21 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2023 was Public Employees Retirement Association of Colorado, an estimated $14.5M added.
  • The largest Coca-Cola Consolidated seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $33.4M sold.

Based on aggregated 13F filings for Q3 2023.