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Coca-Cola Consolidated

277 hedge funds and large institutions have $1.44B invested in Coca-Cola Consolidated in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

10% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 92

1% less funds holding

Funds holding: 280277 (-3)

3.29% less ownership

Funds ownership: 424.64%421.35% (-3.3%)

28% less capital invested

Capital invested by funds: $2B → $1.44B (-$552M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
277
Holders Change
-3
Holders Change %
-1.07%
% of All Funds
4.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
46
Increased
83
Reduced
92
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
201
Harvest Fund Management
China
$145K
LWCFA
202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K
MLICM
203
Metropolitan Life Insurance Company (MetLife)
New York
$122K
SG Americas Securities
204
SG Americas Securities
New York
$121K -$547K -11,120 -79%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$94K +$3.94K +80 +4%
WT
206
Whittier Trust
California
$82K
NFSG
207
Newbridge Financial Services Group
Florida
$72K
GWS
208
Glassman Wealth Services
Virginia
$64K
PHK
209
Point72 Hong Kong
Hong Kong
$60K -$116K -2,360 -62%
SOW
210
State of Wyoming
Wyoming
$60K +$10.3K +210 +17%
Macquarie Group
211
Macquarie Group
Australia
$58K -$36.4K -740 -52%
IRC
212
Investors Research Corp
Georgia
$58K
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$57K +$41.8K +850 +157%
Ohio Public Employees Retirement System (OPERS)
214
Ohio Public Employees Retirement System (OPERS)
Ohio
$56K -$984 -20 -1%
AWM
215
Accel Wealth Management
Iowa
$55K
GWM
216
Geneos Wealth Management
Colorado
$52K
CT
217
Caldwell Trust
Florida
$51.5K
UB
218
UMB Bank
Missouri
$48K
QT
219
Quantbot Technologies
New York
$47K -$472K -9,600 -89%
CAL
220
Capital Analysts LLC
Pennsylvania
$46K
S
221
SignatureFD
Georgia
$46K +$21.6K +440 +65%
APA
222
American Portfolios Advisors
New York
$44.1K
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$37K +$44.3K +900 New
FHA
224
First Horizon Advisors
Tennessee
$36K -$1.48K -30 -3%
HI
225
Harbour Investments
Wisconsin
$33K

COKE Hedge Fund Activity: Q3 2022 in Review

277 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2022, worth a combined $1.44B — down 28% from $2B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new COKE positions and 45 closed out — a net gain of 1 holder — while 83 added to existing stakes and 92 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $38.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $143M.

  • 277 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2022, down from 280 in Q2 2022.
  • Funds reported $1.44B of Coca-Cola Consolidated stock for Q3 2022, down 28% quarter-over-quarter.
  • 46 funds opened new Coca-Cola Consolidated positions in Q3 2022 and 45 closed out, a net change of +1 holder.
  • The largest Coca-Cola Consolidated buyer in Q3 2022 was Janus Henderson Group, an estimated $38.7M added.
  • The largest Coca-Cola Consolidated seller in Q3 2022 was T. Rowe Price Associates, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2022.