Coca-Cola Consolidated
COKE
94 hedge funds and large institutions have $262M invested in Coca-Cola Consolidated in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 8 closing their positions.
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
32% more capital invested
Capital invested by funds: $199M → $262M (+$63M)
12% more funds holding
Funds holding: 84 → 94 (+10)
7% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$13M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.57M |
| 3 |
AI
Analytic Investors
Los Angeles,
California
|
+$1.33M |
| 4 |
SIP
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
+$1.09M |
| 5 |
Axa
Paris,
France
|
+$896K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$7.81M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.63M |
| 3 |
Goldman Sachs
New York
|
-$1.22M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.13M |
| 5 |
IMS
Index Management Solutions
Philadelphia,
Pennsylvania
|
-$960K |
COKE Hedge Fund Activity: Q4 2014 in Review
94 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2014, worth a combined $262M — up 32% from $199M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new COKE positions and 8 closed out — a net gain of 11 holders — while 26 added to existing stakes and 28 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $13M. The largest seller was Invesco, cutting an estimated $7.81M.
- 94 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2014, up from 84 in Q3 2014.
- Funds reported $262M of Coca-Cola Consolidated stock for Q4 2014, up 32% quarter-over-quarter.
- 19 funds opened new Coca-Cola Consolidated positions in Q4 2014 and 8 closed out, a net change of +11 holders.
- The largest Coca-Cola Consolidated buyer in Q4 2014 was Fidelity Investments, an estimated $13M added.
- The largest Coca-Cola Consolidated seller in Q4 2014 was Invesco, an estimated $7.81M sold.
Based on aggregated 13F filings for Q4 2014.