Coca-Cola Consolidated
COKE
119 hedge funds and large institutions have $602M invested in Coca-Cola Consolidated in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 5 closing their positions.
471.68% more ownership
Funds ownership: 0% → 471.68% (+472%)
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
16% more capital invested
Capital invested by funds: $520M → $602M (+$81.8M)
5% more funds holding
Funds holding: 113 → 119 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMH
Cornerstone Capital Management Holdings
New York
|
+$3.98M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.19M |
| 3 |
Morgan Stanley
New York
|
+$1.82M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$1.69M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$15.7M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$8.82M |
| 3 |
Renaissance Technologies
New York
|
-$6.74M |
| 4 |
JIR
James Investment Research
Alpha,
Ohio
|
-$2.1M |
| 5 |
Goldman Sachs
New York
|
-$1.71M |
COKE Hedge Fund Activity: Q4 2016 in Review
119 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2016, worth a combined $602M — up 16% from $520M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new COKE positions and 5 closed out — a net gain of 8 holders — while 37 added to existing stakes and 42 trimmed.
The largest buyer was Cornerstone Capital Management Holdings, adding an estimated $3.98M. The largest seller was Waddell & Reed Financial, cutting an estimated $15.7M.
- 119 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2016, up from 113 in Q3 2016.
- Funds reported $602M of Coca-Cola Consolidated stock for Q4 2016, up 16% quarter-over-quarter.
- 13 funds opened new Coca-Cola Consolidated positions in Q4 2016 and 5 closed out, a net change of +8 holders.
- The largest Coca-Cola Consolidated buyer in Q4 2016 was Cornerstone Capital Management Holdings, an estimated $3.98M added.
- The largest Coca-Cola Consolidated seller in Q4 2016 was Waddell & Reed Financial, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2016.