Coca-Cola Consolidated
COKE
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.
63% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 24
2% less funds holding
Funds holding: 86 → 84 (-2)
22% less capital invested
Capital invested by funds: $256M → $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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$1.79M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.34M |
| 3 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$530K |
| 4 |
ARM
Adirondack Research & Management
Guilderland,
New York
|
+$509K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$502K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HMP
HS Management Partners
New York
|
-$89.3M |
| 2 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$1.19M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$397K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$330K |
| 5 |
GAM
Gotham Asset Management
New York
|
-$312K |
COKE Hedge Fund Activity: Q4 2013 in Review
84 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2013, worth a combined $200M — down 22% from $256M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of COKE and 3 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 39 added.
The largest buyer was Numeric Investors, adding an estimated $1.79M. The largest seller was HS Management Partners, exiting entirely with an estimated $89.3M sold.
- 84 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2013, down from 86 in Q3 2013.
- Funds reported $200M of Coca-Cola Consolidated stock for Q4 2013, down 22% quarter-over-quarter.
- 3 funds opened new Coca-Cola Consolidated positions in Q4 2013 and 5 closed out, a net change of -2 holders.
- The largest Coca-Cola Consolidated buyer in Q4 2013 was Numeric Investors, an estimated $1.79M added.
- The largest Coca-Cola Consolidated seller in Q4 2013 was HS Management Partners, an estimated $89.3M sold.
Based on aggregated 13F filings for Q4 2013.