Coca-Cola Consolidated
COKE
113 hedge funds and large institutions have $520M invested in Coca-Cola Consolidated in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 20 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $537M → $520M (-$17M)
3% less funds holding
Funds holding: 117 → 113 (-4)
11% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 35
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$12.4M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$9.28M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$5.89M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.84M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$16.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.8M |
| 3 |
NM
Newtyn Management
New York
|
-$5.49M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$3.98M |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
-$2.88M |
COKE Hedge Fund Activity: Q3 2016 in Review
113 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q3 2016, worth a combined $520M — down 3.2% from $537M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of COKE and 16 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 31 added.
The largest buyer was Waddell & Reed Financial, adding an estimated $12.4M. The largest seller was Renaissance Technologies, cutting an estimated $16.1M.
- 113 institutional investors held Coca-Cola Consolidated (COKE) as of Q3 2016, down from 117 in Q2 2016.
- Funds reported $520M of Coca-Cola Consolidated stock for Q3 2016, down 3.2% quarter-over-quarter.
- 16 funds opened new Coca-Cola Consolidated positions in Q3 2016 and 20 closed out, a net change of -4 holders.
- The largest Coca-Cola Consolidated buyer in Q3 2016 was Waddell & Reed Financial, an estimated $12.4M added.
- The largest Coca-Cola Consolidated seller in Q3 2016 was Renaissance Technologies, an estimated $16.1M sold.
Based on aggregated 13F filings for Q3 2016.