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Coca-Cola Consolidated
COKE

237 hedge funds and large institutions have $1.38B invested in Coca-Cola Consolidated in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

5% more funds holding

Funds holding: 225 → 237 (+12)

2% less capital invested

Capital invested by funds: $1.42B → $1.38B (-$33.6M)

3.11% less ownership

Funds ownership: 497.13% → 494.02% (-3.1%)

14% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 74

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
237
Holders Change
+12
Holders Change %
+5.33%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
64
Reduced
74
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$12.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$10.4M
3
LSV Asset Management
LSV Asset Management
Illinois
+$8.42M
4
VIA
Vident Investment Advisory
Georgia
+$1.91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$1.87M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$6.55M
2
BlackRock
BlackRock
New York
-$6.02M
3
Invesco
Invesco
Georgia
-$5.01M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.66M
5
Wells Fargo
Wells Fargo
California
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
201
SignatureFD
Georgia
$23K -$398 -10 -2%
AWA
202
Arkadios Wealth Advisors
Georgia
$20K – – –
BCA
203
Berman Capital Advisors
Georgia
$20K – – –
VCM
204
Versant Capital Management
Arizona
$18K – – –
QCG
205
Quadrant Capital Group
Ohio
$17K +$7.96K +200 +87%
GWSG
206
GPS Wealth Strategies Group
Colorado
$16K – – –
SIC
207
Salem Investment Counselors
North Carolina
$16K – – –
DFCM
208
Dark Forest Capital Management
Puerto Rico
$15K -$38.6K -970 -71%
ST
209
Sageworth Trust
Pennsylvania
$12K – – –
SIS
210
Sound Income Strategies
Florida
$12K – – –
FDCDDQ
211
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K – – –
TWA
212
TCI Wealth Advisors
Arizona
$11K +$5.57K +140 +93%
SAI
213
Systematic Alpha Investments
New Jersey
$10K – – –
IA
214
IFP Advisors
Florida
$9K – – –
TWM
215
Tradition Wealth Management
Minnesota
$9K – – –
COCM
216
Charter Oak Capital Management
New Hampshire
$8K – – –
MSFP
217
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$7K – – –
FP
219
Financial Perspectives
Minnesota
$6.91K – – –
LC
220
Lindbrook Capital
California
$6K – – –
PA
221
Parallel Advisors
California
$6K – – –
PFBT
222
Parkside Financial Bank & Trust
Missouri
$6K – – –
PCG
223
Private Capital Group
Connecticut
$6K – – –
CP
224
Corbenic Partners
Pennsylvania
$6K +$6.37K +160 New
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$6K +$7.96K +200 New
7 8
9
10 11

COKE Hedge Fund Activity: Q3 2021 in Review

237 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2021, worth a combined $1.38B — down 2.4% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new COKE positions and 16 closed out — a net gain of 12 holders — while 64 added to existing stakes and 74 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12.2M. The largest seller was Norges Bank, cutting an estimated $6.55M.

  • 237 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $1.38B of Coca-Cola Consolidated stock for Q3 2021, down 2.4% quarter-over-quarter.
  • 28 funds opened new Coca-Cola Consolidated positions in Q3 2021 and 16 closed out, a net change of +12 holders.
  • The largest Coca-Cola Consolidated buyer in Q3 2021 was Goldman Sachs, an estimated $12.2M added.
  • The largest Coca-Cola Consolidated seller in Q3 2021 was Norges Bank, an estimated $6.55M sold.

Based on aggregated 13F filings for Q3 2021.