Coca-Cola Consolidated
COKE
146 hedge funds and large institutions have $800M invested in Coca-Cola Consolidated in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
42% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 36
7% more funds holding
Funds holding: 136 → 146 (+10)
7% more capital invested
Capital invested by funds: $747M → $800M (+$53M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17.96% less ownership
Funds ownership: 507.32% → 489.36% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Matarin Capital Management
New York
|
+$7.73M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$7.69M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$5.47M |
| 4 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$4.84M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$33.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.74M |
| 4 |
CCMH
Cornerstone Capital Management Holdings
New York
|
-$3.2M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.24M |
COKE Hedge Fund Activity: Q2 2017 in Review
146 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q2 2017, worth a combined $800M — up 7.1% from $747M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new COKE positions and 12 closed out — a net gain of 10 holders — while 51 added to existing stakes and 36 trimmed.
The largest buyer was Matarin Capital Management, adding an estimated $7.73M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $33.3M sold.
- 146 institutional investors held Coca-Cola Consolidated (COKE) as of Q2 2017, up from 136 in Q1 2017.
- Funds reported $800M of Coca-Cola Consolidated stock for Q2 2017, up 7.1% quarter-over-quarter.
- 22 funds opened new Coca-Cola Consolidated positions in Q2 2017 and 12 closed out, a net change of +10 holders.
- The largest Coca-Cola Consolidated buyer in Q2 2017 was Matarin Capital Management, an estimated $7.73M added.
- The largest Coca-Cola Consolidated seller in Q2 2017 was Allianz Asset Management, an estimated $33.3M sold.
Based on aggregated 13F filings for Q2 2017.