Coca-Cola Consolidated
COKE
151 hedge funds and large institutions have $787M invested in Coca-Cola Consolidated in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 18 closing their positions.
40% more capital inflows, than outflows
Capital inflows: $62.6M | Capital outflows: $44.8M
1.14% more ownership
Funds ownership: 50.1% → 51.24% (+1.1%)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
1% more funds holding
Funds holding: 150 → 151 (+1)
17% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Waddell & Reed Financial
Overland Park,
Kansas
|
+$16.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$8.75M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$6.49M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$5.75M |
| 5 |
BlackRock
New York
|
+$3.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.9M |
| 2 |
Goldman Sachs
New York
|
-$6.69M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$3.47M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$3.36M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.91M |
COKE Hedge Fund Activity: Q4 2017 in Review
151 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2017, worth a combined $787M — up 1.9% from $772M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new COKE positions and 18 closed out — a net gain of 1 holder — while 38 added to existing stakes and 46 trimmed.
The largest buyer was Waddell & Reed Financial, adding an estimated $16.3M. The largest seller was Fidelity Investments, cutting an estimated $13.9M.
- 151 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2017, up from 150 in Q3 2017.
- Funds reported $787M of Coca-Cola Consolidated stock for Q4 2017, up 1.9% quarter-over-quarter.
- 19 funds opened new Coca-Cola Consolidated positions in Q4 2017 and 18 closed out, a net change of +1 holder.
- The largest Coca-Cola Consolidated buyer in Q4 2017 was Waddell & Reed Financial, an estimated $16.3M added.
- The largest Coca-Cola Consolidated seller in Q4 2017 was Fidelity Investments, an estimated $13.9M sold.
Based on aggregated 13F filings for Q4 2017.