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Coca-Cola Consolidated

280 hedge funds and large institutions have $2B invested in Coca-Cola Consolidated in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $1.74B → $2B (+$253M)

5% more funds holding

Funds holding: 267280 (+13)

20% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 97

70.14% less ownership

Funds ownership: 494.78%424.64% (-70%)

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
78
Reduced
97
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$204K +$189K +3,620 New
Stifel Financial
202
Stifel Financial
Missouri
$201K +$186K +3,570 New
ECM
203
EMC Capital Management
Texas
$199K +$61.6K +1,180 +50%
HFM
204
Harvest Fund Management
China
$198K +$104K +2,000 +132%
LWCFA
205
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$176K
TRCT
206
Tower Research Capital (TRC)
New York
$169K +$62.2K +1,190 +66%
AWM
207
Atticus Wealth Management
Florida
$169K +$157K +3,000 New
MLICM
208
Metropolitan Life Insurance Company (MetLife)
New York
$167K
SWM
209
Spire Wealth Management
Virginia
$121K +$57.5K +1,100 +105%
TWC
210
TD Waterhouse Canada
Ontario, Canada
$118K -$3.13K -60 -4%
WT
211
Whittier Trust
California
$113K
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$104K -$52.2K -1,000 -35%
NFSG
213
Newbridge Financial Services Group
Florida
$99K
GWS
214
Glassman Wealth Services
Virginia
$87K +$1.04K +20 +1%
Macquarie Group
215
Macquarie Group
Australia
$80K +$35K +670 +91%
IRC
216
Investors Research Corp
Georgia
$79K
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$78K -$6.79K -130 -9%
PFS
218
Prospera Financial Services
Texas
$78K -$522 -10 -0.7%
GWM
219
Geneos Wealth Management
Colorado
$73K
CT
220
Caldwell Trust
Florida
$70.5K
SOW
221
State of Wyoming
Wyoming
$70K +$48.1K +920 +288%
CA
222
CoreCap Advisors
Michigan
$69K +$64.2K +1,230 New
UB
223
UMB Bank
Missouri
$66K -$18.3K -350 -23%
CAL
224
Capital Analysts LLC
Pennsylvania
$63K -$15.7K -300 -21%
AWM
225
Accel Wealth Management
Iowa
$63K