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Coca-Cola Consolidated

96 hedge funds and large institutions have $344M invested in Coca-Cola Consolidated in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $262M → $344M (+$81.9M)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 9496 (+2)

3% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 33

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
34
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change

COKE Hedge Fund Activity: Q1 2015 in Review

96 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q1 2015, worth a combined $344M — up 31% from $262M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new COKE positions and 8 closed out — a net gain of 2 holders — while 34 added to existing stakes and 33 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $11.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $4.54M.

  • 96 institutional investors held Coca-Cola Consolidated (COKE) as of Q1 2015, up from 94 in Q4 2014.
  • Funds reported $344M of Coca-Cola Consolidated stock for Q1 2015, up 31% quarter-over-quarter.
  • 10 funds opened new Coca-Cola Consolidated positions in Q1 2015 and 8 closed out, a net change of +2 holders.
  • The largest Coca-Cola Consolidated buyer in Q1 2015 was Fidelity Investments, an estimated $11.2M added.
  • The largest Coca-Cola Consolidated seller in Q1 2015 was T. Rowe Price Associates, an estimated $4.54M sold.

Based on aggregated 13F filings for Q1 2015.