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Coca-Cola Consolidated

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, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

66% more capital invested

Capital invested by funds: $628M → $1.04B (+$412M)

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

13% more funds holding

Funds holding: 153173 (+20)

10.53% more ownership

Funds ownership: 500.57%511.11% (+11%)

Holders
173
Holders Change
+20
Holders Change %
+13.07%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
56
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$195M -$130K -5,670 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M +$2.76M +120,950 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$109M +$736K +32,210 +0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$83.3M +$381K +16,680 +0.6%
Fidelity International
5
Fidelity International
Bermuda
$72.1M
DT
6
Diversified Trust
Tennessee
$46.2M -$1.39M -61,000 -4%
State Street
7
State Street
Massachusetts
$38.7M +$888K +38,860 +3%
CRM
8
Cramer Rosenthal McGlynn
Connecticut
$32.2M -$9.15M -400,220 -26%
Northern Trust
9
Northern Trust
Illinois
$20.2M +$278K +12,180 +2%
Norges Bank
10
Norges Bank
Norway
$18.4M +$1.08M +47,170 +8%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$18.2M -$16M -700,190 -53%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$17.7M +$399K +17,480 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$17.3M -$80.2K -3,510 -0.6%
JP Morgan Chase
14
JP Morgan Chase
New York
$17.2M +$12.3M +539,090 +929%
MCM
15
Matarin Capital Management
New York
$12.8M +$10.2M +445,570 New
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$12.2M +$2.87M +125,760 +42%
Invesco
17
Invesco
Georgia
$11.8M -$3.39M -148,450 -27%
Charles Schwab
18
Charles Schwab
California
$11.2M -$545K -23,830 -6%
Principal Financial Group
19
Principal Financial Group
Iowa
$10.7M -$87.8K -3,840 -1%
PPA
20
Parametric Portfolio Associates
Washington
$7.66M +$565K +24,710 +10%
Ameriprise
21
Ameriprise
Minnesota
$7.54M -$84.6K -3,700 -1%
MAM
22
Martingale Asset Management
Massachusetts
$5.93M +$640K +28,000 +16%
Prudential Financial
23
Prudential Financial
New Jersey
$4.95M -$644K -28,160 -14%
Federated Hermes
24
Federated Hermes
Pennsylvania
$4.8M +$3.81M +166,720 New
Goldman Sachs
25
Goldman Sachs
New York
$4.5M +$3.02M +132,160 +547%