Coca-Cola Consolidated
COKE
153 hedge funds and large institutions have $628M invested in Coca-Cola Consolidated in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 18 closing their positions.
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
8% more funds holding
Funds holding: 142 → 153 (+11)
4% less capital invested
Capital invested by funds: $652M → $628M (-$24.2M)
5% less ownership
Funds ownership: 505.57% → 500.57% (-5%)
13% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAG
HighPoint Advisor Group
Downers Grove,
Illinois
|
+$4.47M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.94M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$2.78M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$2.53M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.52M |
| 2 |
Goldman Sachs
New York
|
-$2.97M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$2.37M |
| 4 |
MSL
Mackay Shields LLC
New York
|
-$2.34M |
| 5 |
SLAM
Swiss Life Asset Management
Zurich,
|
-$1.9M |
COKE Hedge Fund Activity: Q4 2018 in Review
153 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q4 2018, worth a combined $628M — down 3.7% from $652M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new COKE positions and 18 closed out — a net gain of 11 holders — while 41 added to existing stakes and 47 trimmed.
The largest buyer was HighPoint Advisor Group, adding an estimated $4.47M. The largest seller was Fidelity Investments, cutting an estimated $8.52M.
- 153 institutional investors held Coca-Cola Consolidated (COKE) as of Q4 2018, up from 142 in Q3 2018.
- Funds reported $628M of Coca-Cola Consolidated stock for Q4 2018, down 3.7% quarter-over-quarter.
- 29 funds opened new Coca-Cola Consolidated positions in Q4 2018 and 18 closed out, a net change of +11 holders.
- The largest Coca-Cola Consolidated buyer in Q4 2018 was HighPoint Advisor Group, an estimated $4.47M added.
- The largest Coca-Cola Consolidated seller in Q4 2018 was Fidelity Investments, an estimated $8.52M sold.
Based on aggregated 13F filings for Q4 2018.