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Coca-Cola Consolidated

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.

New
Increased
Maintained
Reduced
Closed

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: $518M → $602M (+$84.3M)

5% more funds holding

Funds holding: 113119 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
37
Reduced
42
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$175M +$785K +50,040 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.8M +$1.16M +74,260 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$50.6M +$88.5K +5,640 +0.2%
DT
4
Diversified Trust
Tennessee
$34.2M
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$26.5M -$133K -8,450 -0.6%
Allianz Asset Management
6
Allianz Asset Management
Germany
$26.4M -$678K -43,240 -3%
BFA
7
BlackRock Fund Advisors
California
$25.2M +$3.19M +203,680 +17%
BIT
8
BlackRock Institutional Trust
California
$22.6M +$130K +8,290 +0.7%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$22.5M +$12.5K +800 +0.1%
State Street
10
State Street
Massachusetts
$15.9M +$1.25M +79,620 +10%
WRF
11
Waddell & Reed Financial
Kansas
$15.6M -$15.7M -1,002,350 -54%
Northern Trust
12
Northern Trust
Illinois
$11M +$108K +6,910 +1%
Renaissance Technologies
13
Renaissance Technologies
New York
$8.51M -$6.74M -430,000 -47%
American Century Companies
14
American Century Companies
Missouri
$7M -$919K -58,600 -13%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$6.4M +$213K +13,560 +4%
Bank of America
16
Bank of America
North Carolina
$5.56M -$384K -24,480 -7%
Charles Schwab
17
Charles Schwab
California
$5.2M +$1.69M +107,500 +59%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.12M +$485K +30,950 +12%
CCMH
19
Cornerstone Capital Management Holdings
New York
$4.7M +$3.98M +254,000 +2,822%
Ameriprise
20
Ameriprise
Minnesota
$4.16M +$639K +40,720 +21%
Morgan Stanley
21
Morgan Stanley
New York
$4.06M +$1.82M +116,150 +105%
HAG
22
HighPoint Advisor Group
Illinois
$3.35M
BIM
23
BlackRock Investment Management
Delaware
$3.14M -$3.45K -220 -0.1%
Deutsche Bank
24
Deutsche Bank
Germany
$2.95M +$355K +22,610 +16%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.77M +$196K +12,480 +9%