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Coca-Cola Consolidated

292 hedge funds and large institutions have $2.4B invested in Coca-Cola Consolidated in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

24% more capital invested

Capital invested by funds: $1.93B → $2.4B (+$465M)

20.92% more ownership

Funds ownership: 430.69%451.61% (+21%)

4% more funds holding

Funds holding: 282292 (+10)

8% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 92

Holders
292
Holders Change
+10
Holders Change %
+3.55%
% of All Funds
4.58%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
38
Increased
99
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Securian Asset Management
Minnesota
$267K
I
202
InceptionR
California
$265K +$257K +4,160 New
KLCM
203
KG&L Capital Management
Louisiana
$260K +$253K +4,090 New
TI
204
Tidal Investments
Wisconsin
$259K -$212K -3,420 -46%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$256K +$9.9K +160 +4%
BAM
206
Berkshire Asset Management
Pennsylvania
$254K
TPCM
207
Templeton & Phillips Capital Management
Tennessee
$254K
PFMU
208
Privium Fund Management (UK)
United Kingdom
$242K +$231K +3,740 New
State of Tennessee, Department of Treasury
209
State of Tennessee, Department of Treasury
Tennessee
$237K
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$237K +$230K +3,720 New
WAM
211
Watershed Asset Management
California
$232K -$90.3K -1,460 -29%
PCP
212
Proficio Capital Partners
Massachusetts
$228K +$221K +3,580 New
HSA
213
HBK Sorce Advisory
Pennsylvania
$220K +$214K +3,460 New
CGH
214
Crossmark Global Holdings
Texas
$220K -$22.9K -370 -10%
CS
215
Cannell & Spears
New York
$204K +$199K +3,210 New
PCM
216
Prelude Capital Management
New York
$202K +$196K +3,170 New
HFM
217
Harvest Fund Management
China
$200K -$84.1K -1,360 -30%
LWCFA
218
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$198K
ACM
219
Aquatic Capital Management
Illinois
$191K +$186K +3,000 New
AWM
220
Atticus Wealth Management
Florida
$191K
MLICM
221
Metropolitan Life Insurance Company (MetLife)
New York
$166K +$4.33K +70 +3%
VFA
222
Virtus Fund Advisers
Connecticut
$151K
KI
223
Kapitalo Investimentos
Brazil
$143K +$139K +2,250 New
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$132K -$12.4K -200 -9%
WT
225
Whittier Trust
California
$127K

COKE Hedge Fund Activity: Q2 2023 in Review

292 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q2 2023, worth a combined $2.4B — up 24% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new COKE positions and 25 closed out — a net gain of 13 holders — while 99 added to existing stakes and 92 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $20.2M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $33M.

  • 292 institutional investors held Coca-Cola Consolidated (COKE) as of Q2 2023, up from 282 in Q1 2023.
  • Funds reported $2.4B of Coca-Cola Consolidated stock for Q2 2023, up 24% quarter-over-quarter.
  • 38 funds opened new Coca-Cola Consolidated positions in Q2 2023 and 25 closed out, a net change of +13 holders.
  • The largest Coca-Cola Consolidated buyer in Q2 2023 was Assenagon Asset Management, an estimated $20.2M added.
  • The largest Coca-Cola Consolidated seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2023.