We are live on ! Find out more
COKE icon

Coca-Cola Consolidated

113 hedge funds and large institutions have $518M 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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $537M → $518M (-$19.4M)

3% less funds holding

Funds holding: 117113 (-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

Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
31
Reduced
35
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$144M -$14.8M -997,990 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$53.4M +$999K +67,550 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$41.8M -$242K -16,350 -0.6%
DT
4
Diversified Trust
Tennessee
$28.3M -$29.6K -2,000 -0.1%
WRF
5
Waddell & Reed Financial
Kansas
$27.7M +$12.4M +840,440 +81%
Allianz Asset Management
6
Allianz Asset Management
Germany
$22.5M -$23.5K -1,590 -0.1%
CRM
7
Cramer Rosenthal McGlynn
Connecticut
$22.1M +$9.28M +627,520 +73%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$18.6M +$350K +23,630 +2%
BIT
9
BlackRock Institutional Trust
California
$18.6M +$511K +34,530 +3%
BFA
10
BlackRock Fund Advisors
California
$17.9M +$1.15M +77,580 +7%
Renaissance Technologies
11
Renaissance Technologies
New York
$13.4M -$16.1M -1,086,270 -55%
State Street
12
State Street
Massachusetts
$12M +$111K +7,480 +0.9%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$10.9M +$5.89M +397,990 +119%
Northern Trust
14
Northern Trust
Illinois
$9.01M -$13.9K -940 -0.2%
American Century Companies
15
American Century Companies
Missouri
$6.67M +$356K +24,100 +6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$5.1M +$56.4K +3,810 +1%
Bank of America
17
Bank of America
North Carolina
$4.97M -$1.55M -104,590 -24%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.78M -$30.9K -2,090 -0.8%
HAG
19
HighPoint Advisor Group
Illinois
$3.17M
Ameriprise
20
Ameriprise
Minnesota
$2.85M +$2.84M +192,100 New
Charles Schwab
21
Charles Schwab
California
$2.71M +$102K +6,900 +4%
BIM
22
BlackRock Investment Management
Delaware
$2.61M +$6.21K +420 +0.2%
AQR Capital Management
23
AQR Capital Management
Connecticut
$2.14M +$563K +38,090 +36%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.11M +$1.11M +74,980 +111%
Deutsche Bank
25
Deutsche Bank
Germany
$2.11M +$823K +55,620 +64%