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Coca-Cola Consolidated

84 hedge funds and large institutions have $200M invested in Coca-Cola Consolidated in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

2% less funds holding

Funds holding: 8684 (-2)

22% less capital invested

Capital invested by funds: $255M → $200M (-$55.6M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
3
Increased
39
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.8M -$330K -49,910 -1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$29.9M +$18.5K +2,800 +0.1%
DT
3
Diversified Trust
Tennessee
$15.7M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$15.5M +$435K +65,840 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.4M +$490K +74,120 +5%
Renaissance Technologies
6
Renaissance Technologies
New York
$12M +$494K +74,800 +5%
BIT
7
BlackRock Institutional Trust
California
$10.9M +$29.6K +4,480 +0.3%
BFA
8
BlackRock Fund Advisors
California
$8.32M -$397K -60,050 -5%
State Street
9
State Street
Massachusetts
$5.84M +$10.8K +1,640 +0.2%
Northern Trust
10
Northern Trust
Illinois
$5.56M +$119K +18,000 +2%
ARM
11
Adirondack Research & Management
New York
$3.44M +$509K +77,080 +20%
TC
12
TFS Capital
Pennsylvania
$3.26M +$20.3K +3,070 +0.7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.2M +$231K +35,050 +9%
Axa
14
Axa
France
$2.85M -$181K -27,400 -7%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$2.84M +$1.34M +203,520 +110%
NI
16
Numeric Investors
Massachusetts
$2.75M +$1.79M +270,390 +258%
TCIM
17
TIAA CREF Investment Management
New York
$2.31M +$54.4K +8,230 +3%
GAM
18
Gotham Asset Management
New York
$2.08M -$312K -47,180 -14%
Charles Schwab
19
Charles Schwab
California
$2.08M +$184K +27,880 +11%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.82M +$62.5K +9,460 +4%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$1.71M -$4.95K -750 -0.3%
PPA
22
Parametric Portfolio Associates
Washington
$1.5M +$87.2K +13,200 +7%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.38M -$63.3K -9,580 -5%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$1.21M +$42.9K +6,490 +4%
Prudential Financial
25
Prudential Financial
New Jersey
$1.16M +$502K +76,000 +92%