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Coca-Cola Consolidated

225 hedge funds and large institutions have $1.42B invested in Coca-Cola Consolidated in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

39% more capital invested

Capital invested by funds: $1.02B → $1.42B (+$401M)

11% more funds holding

Funds holding: 202225 (+23)

5% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 65

0.53% more ownership

Funds ownership: 496.6%497.13% (+0.53%)

Holders
225
Holders Change
+23
Holders Change %
+11.39%
% of All Funds
3.92%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
40
Increased
68
Reduced
65
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K +$10.6K +300 New
SIS
202
Sound Income Strategies
Florida
$12K
ST
203
Sageworth Trust
Pennsylvania
$12K +$10.6K +300 New
LWM
204
Liberty Wealth Management
California
$11K
IA
205
IFP Advisors
Florida
$9K
SAI
206
Systematic Alpha Investments
New Jersey
$9K
QCG
207
Quadrant Capital Group
Ohio
$9K +$352 +10 +5%
TWM
208
Tradition Wealth Management
Minnesota
$9K +$8.11K +230 New
COCM
209
Charter Oak Capital Management
New Hampshire
$8K
MSFP
210
Mark Sheptoff Financial Planning
Connecticut
$8K
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$8K
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$8K +$6.7K +190 New
FP
213
Financial Perspectives
Minnesota
$7.05K -$1.78M -50,390 -100%
PA
214
Parallel Advisors
California
$6K
PCG
215
Private Capital Group
Connecticut
$6K
PFBT
216
Parkside Financial Bank & Trust
Missouri
$6K +$352 +10 +7%
TWA
217
TCI Wealth Advisors
Arizona
$6K +$2.12K +60 +67%
LC
218
Lindbrook Capital
California
$6K +$5.29K +150 New
CFD
219
Creative Financial Designs
Indiana
$5K
JCM
220
Jacobi Capital Management
Pennsylvania
$5K
AIG
221
American International Group
New York
$1.23K -$28.2K -800 -3%
BC
222
Burleson & Co
California
$1K +$705 +20 New
JFGIW
223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$705 +20 New
AIA
224
Arcadia Investment Advisors
Idaho
$812 +$5.29K +150 New
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$123 -$123K -3,500 -53%