We are live on ! Find out more
COKE icon

Coca-Cola Consolidated
COKE

190 hedge funds and large institutions have $833M invested in Coca-Cola Consolidated in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $785M → $833M (+$48.2M)

5.25% more ownership

Funds ownership: 484.44% → 489.7% (+5.3%)

1% more funds holding

Funds holding: 188 → 190 (+2)

10% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 62

Holders
190
Holders Change
+2
Holders Change %
+1.06%
% of All Funds
3.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
56
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$11.9M
2
TCM
Tributary Capital Management
Nebraska
+$11M
3
Man Group
Man Group
United Kingdom
+$4.51M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.71M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.49M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$8.21M
2
BlackRock
BlackRock
New York
-$4.98M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.4M
4
MCM
Matarin Capital Management
New York
-$3.82M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$3.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
201
LS Investment Advisors
Michigan
– -$132K -5,780 Closed
PAG
202
Private Advisor Group
New Jersey
– -$126K -5,510 Closed
QI
203
QS Investors
New York
– -$69K -3,000 Closed
CAN
204
Cetera Advisor Networks
California
– -$31K -1,360 Closed
PCM
205
Prelude Capital Management
New York
– -$7K -300 Closed
THWM
206
Taylor Hoffman Wealth Management
Virginia
– -$7K -300 Closed
PMFA
207
Plante Moran Financial Advisors
Michigan
– -$2K -80 Closed
CP
208
Corbenic Partners
Pennsylvania
– -$2K -70 Closed
BWA
209
BDO Wealth Advisors
Florida
– +$501 +20 New
5 6 7 8
9

COKE Hedge Fund Activity: Q3 2020 in Review

190 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2020, worth a combined $833M — up 6.1% from $785M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new COKE positions and 19 closed out — a net gain of 2 holders — while 56 added to existing stakes and 62 trimmed.

The largest buyer was Invesco, adding an estimated $11.9M. The largest seller was Goldman Sachs, cutting an estimated $8.21M.

  • 190 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2020, up from 188 in Q2 2020.
  • Funds reported $833M of Coca-Cola Consolidated stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 21 funds opened new Coca-Cola Consolidated positions in Q3 2020 and 19 closed out, a net change of +2 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2020 was Invesco, an estimated $11.9M added.
  • The largest Coca-Cola Consolidated seller in Q3 2020 was Goldman Sachs, an estimated $8.21M sold.

Based on aggregated 13F filings for Q3 2020.