Coca-Cola Consolidated
COKE
136 hedge funds and large institutions have $747M invested in Coca-Cola Consolidated in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 9 closing their positions.
267% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 9
35.64% more ownership
Funds ownership: 471.68% → 507.32% (+36%)
24% more capital invested
Capital invested by funds: $602M → $747M (+$145M)
15% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 34
14% more funds holding
Funds holding: 119 → 136 (+17)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$100M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.5M |
| 3 |
Bank of New York Mellon
New York
|
+$6.32M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$6.29M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$4.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.3M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$12.4M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$7.65M |
| 4 |
DT
Diversified Trust
Memphis,
Tennessee
|
-$2.96M |
| 5 |
Renaissance Technologies
New York
|
-$1.84M |
COKE Hedge Fund Activity: Q1 2017 in Review
136 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q1 2017, worth a combined $747M — up 24% from $602M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new COKE positions and 9 closed out — a net gain of 24 holders — while 39 added to existing stakes and 34 trimmed.
The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Fidelity Investments, cutting an estimated $42.3M.
- 136 institutional investors held Coca-Cola Consolidated (COKE) as of Q1 2017, up from 119 in Q4 2016.
- Funds reported $747M of Coca-Cola Consolidated stock for Q1 2017, up 24% quarter-over-quarter.
- 33 funds opened new Coca-Cola Consolidated positions in Q1 2017 and 9 closed out, a net change of +24 holders.
- The largest Coca-Cola Consolidated buyer in Q1 2017 was BlackRock, an estimated $100M added.
- The largest Coca-Cola Consolidated seller in Q1 2017 was Fidelity Investments, an estimated $42.3M sold.
Based on aggregated 13F filings for Q1 2017.