Coca-Cola Consolidated
COKE
173 hedge funds and large institutions have $1.04B invested in Coca-Cola Consolidated in 2019 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 20 closing their positions.
100% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 20
40% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 40
22% more capital inflows, than outflows
Capital inflows: $62.7M | Capital outflows: $51.6M
13% more funds holding
Funds holding: 153 → 173 (+20)
0.59% more ownership
Funds ownership: 50.06% → 50.64% (+0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$12.3M |
| 2 |
MCM
Matarin Capital Management
New York
|
+$10.2M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$3.81M |
| 4 |
Goldman Sachs
New York
|
+$3.02M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$16M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$9.15M |
| 3 |
HAG
HighPoint Advisor Group
Downers Grove,
Illinois
|
-$8.2M |
| 4 |
Morgan Stanley
New York
|
-$3.88M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$3.39M |
COKE Hedge Fund Activity: Q1 2019 in Review
173 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Consolidated (COKE) for Q1 2019, worth a combined $1.04B — up 66% from $628M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new COKE positions and 20 closed out — a net gain of 20 holders — while 56 added to existing stakes and 40 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $12.3M. The largest seller was Fidelity Investments, cutting an estimated $16M.
- 173 institutional investors held Coca-Cola Consolidated (COKE) as of Q1 2019, up from 153 in Q4 2018.
- Funds reported $1.04B of Coca-Cola Consolidated stock for Q1 2019, up 66% quarter-over-quarter.
- 40 funds opened new Coca-Cola Consolidated positions in Q1 2019 and 20 closed out, a net change of +20 holders.
- The largest Coca-Cola Consolidated buyer in Q1 2019 was JP Morgan Chase, an estimated $12.3M added.
- The largest Coca-Cola Consolidated seller in Q1 2019 was Fidelity Investments, an estimated $16M sold.
Based on aggregated 13F filings for Q1 2019.