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Coca-Cola Consolidated
COKE

202 hedge funds and large institutions have $1.02B invested in Coca-Cola Consolidated in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

10% more capital invested

Capital invested by funds: $926M → $1.02B (+$89.4M)

5.78% more ownership

Funds ownership: 490.81% → 496.6% (+5.8%)

4% more funds holding

Funds holding: 195 → 202 (+7)

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
3.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
72
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Federated Hermes
Federated Hermes
Pennsylvania
+$5.68M
2
BlackRock
BlackRock
New York
+$5.25M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.93M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.35M
5
Morgan Stanley
Morgan Stanley
New York
+$2.41M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.8M
2
Norges Bank
Norges Bank
Norway
-$3.03M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.67M
4
Wells Fargo
Wells Fargo
California
-$2.22M
5
MSL
Mackay Shields LLC
New York
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
201
American International Group
New York
$903 -$9.34K -340 -1%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$189 -$55K -2,000 -23%
SLAM
203
Swiss Life Asset Management
– -$935K -187,970 Closed
MWNA
204
Marshall Wace North America
New York
– -$989K -37,130 Closed
BIM
205
Bogle Investment Management
Massachusetts
– -$586K -22,000 Closed
MSA
206
Mason Street Advisors
Wisconsin
– -$461K -17,310 Closed
Handelsbanken Fonder
207
Handelsbanken Fonder
Sweden
– -$398K -14,930 Closed
Marshall Wace
208
Marshall Wace
United Kingdom
– -$352K -13,230 Closed
DTL
209
Dynamic Technology Lab
Singapore
– -$257K -9,650 Closed
CIP
210
Convergence Investment Partners
Florida
– -$202K -7,600 Closed
FTDI
211
First Trust Direct Indexing
Massachusetts
– -$84K -3,150 Closed
LWCFA
212
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$83K -3,120 Closed
CAAS
213
Capital Asset Advisory Services
Michigan
– -$31K -1,150 Closed
VCG
214
Vantage Consulting Group
Virginia
– -$29K -1,090 Closed
ASN
215
Advisory Services Network
Georgia
– -$27K -1,030 Closed
CCA
216
Childress Capital Advisors
Texas
– -$12K -450 Closed
TWM
217
Tradition Wealth Management
Minnesota
– -$6K -230 Closed
PWPS
218
Pinnacle Wealth Planning Services
Ohio
– -$5K -180 Closed
AssetMark Inc
219
AssetMark Inc
California
– -$1K -30 Closed
5 6 7 8
9

COKE Hedge Fund Activity: Q1 2021 in Review

202 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q1 2021, worth a combined $1.02B — up 9.7% from $926M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new COKE positions and 17 closed out — a net gain of 8 holders — while 72 added to existing stakes and 49 trimmed.

The largest buyer was Federated Hermes, adding an estimated $5.68M. The largest seller was T. Rowe Price Associates, cutting an estimated $13.8M.

  • 202 institutional investors held Coca-Cola Consolidated (COKE) as of Q1 2021, up from 195 in Q4 2020.
  • Funds reported $1.02B of Coca-Cola Consolidated stock for Q1 2021, up 9.7% quarter-over-quarter.
  • 25 funds opened new Coca-Cola Consolidated positions in Q1 2021 and 17 closed out, a net change of +8 holders.
  • The largest Coca-Cola Consolidated buyer in Q1 2021 was Federated Hermes, an estimated $5.68M added.
  • The largest Coca-Cola Consolidated seller in Q1 2021 was T. Rowe Price Associates, an estimated $13.8M sold.

Based on aggregated 13F filings for Q1 2021.