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Coca-Cola Consolidated

201 hedge funds and large institutions have $1.14B invested in Coca-Cola Consolidated in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 197201 (+4)

0.81% more ownership

Funds ownership: 536.2%537.01% (+0.81%)

0% less capital invested

Capital invested by funds: $1.14B → $1.14B (-$325K)

3% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 68

Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
66
Reduced
68
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$213M +$3.55M +113,460 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$182M +$17.8M +567,810 +10%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$89.6M +$691K +22,100 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$83.1M -$2.85M -91,040 -3%
DT
5
Diversified Trust
Tennessee
$48.1M -$21.9K -700 -0%
State Street
6
State Street
Massachusetts
$42.6M +$511K +16,330 +1%
Goldman Sachs
7
Goldman Sachs
New York
$36.8M +$18.7M +599,080 +98%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$33M +$3.82M +122,300 +13%
Northern Trust
9
Northern Trust
Illinois
$22.1M +$664K +21,240 +3%
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$20.7M -$4.09M -130,880 -16%
Norges Bank
11
Norges Bank
Norway
$20M -$1.08M -34,560 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$18.4M -$9.07K -290 -0%
Charles Schwab
13
Charles Schwab
California
$16.6M +$1.79M +57,180 +12%
MCM
14
Matarin Capital Management
New York
$13.9M -$849K -27,150 -6%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$13.8M +$3.11M +99,310 +28%
N
16
Nuveen
North Carolina
$13.3M +$3.78M +120,940 +38%
Principal Financial Group
17
Principal Financial Group
Iowa
$11.4M +$45K +1,440 +0.4%
Invesco
18
Invesco
Georgia
$10.8M -$197K -6,310 -2%
PAM
19
Panagora Asset Management
Massachusetts
$10.3M +$6.83M +218,300 +180%
Fidelity International
20
Fidelity International
Bermuda
$9.3M -$46.9M -1,500,000 -83%
PPA
21
Parametric Portfolio Associates
Washington
$8.04M +$18.4K +590 +0.2%
Ameriprise
22
Ameriprise
Minnesota
$7.59M -$253K -8,100 -3%
American Century Companies
23
American Century Companies
Missouri
$6.97M -$1.52M -48,500 -17%
MAM
24
Martingale Asset Management
Massachusetts
$6.78M +$532K +17,010 +8%
BIM
25
Bogle Investment Management
Massachusetts
$6.68M +$939K +30,040 +16%