Coca-Cola Consolidated
COKE
88 hedge funds and large institutions have $330M invested in Coca-Cola Consolidated in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 15 closing their positions.
48% more capital invested
Capital invested by funds: $223M → $330M (+$107M)
0% more funds holding
Funds holding: 88 → 88 (0)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
4% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HMP
HS Management Partners
New York
|
+$240M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.24M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$3.04M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.61M |
| 5 |
Renaissance Technologies
New York
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$3.99M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.61M |
| 3 |
ARM
Adirondack Research & Management
Guilderland,
New York
|
-$1.25M |
| 4 |
JP Morgan Chase
New York
|
-$1.24M |
| 5 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
-$1.08M |
COKE Hedge Fund Activity: Q2 2014 in Review
88 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q2 2014, worth a combined $330M — up 48% from $223M a quarter earlier.
Fund positioning in COKE was balanced in Q2 2014: 15 funds opened new positions, 15 closed out, 27 added to existing stakes and 28 trimmed.
The largest buyer was HS Management Partners, opening a new position worth an estimated $240M. The largest seller was Numeric Investors, exiting entirely with an estimated $3.99M sold.
- 88 institutional investors held Coca-Cola Consolidated (COKE) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $330M of Coca-Cola Consolidated stock for Q2 2014, up 48% quarter-over-quarter.
- 15 funds opened new Coca-Cola Consolidated positions in Q2 2014 and 15 closed out, a net change of 0 holders.
- The largest Coca-Cola Consolidated buyer in Q2 2014 was HS Management Partners, an estimated $240M added.
- The largest Coca-Cola Consolidated seller in Q2 2014 was Numeric Investors, an estimated $3.99M sold.
Based on aggregated 13F filings for Q2 2014.