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Coca-Cola Consolidated

202 hedge funds and large institutions have $1.02B invested in Coca-Cola Consolidated in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

10% more capital invested

Capital invested by funds: $926M → $1.02B (+$89.4M)

5.78% more ownership

Funds ownership: 490.81%496.6% (+5.8%)

4% more funds holding

Funds holding: 195202 (+7)

Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
3.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
72
Reduced
49
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$212M +$5.25M +191,190 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$187M +$4.35M +158,240 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$88.9M -$13.8M -501,240 -14%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$68.3M -$2.67M -97,180 -4%
DT
5
Diversified Trust
Tennessee
$46.1M +$84.9K +3,090 +0.2%
State Street
6
State Street
Massachusetts
$43.1M +$662K +24,070 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$25.1M +$2.08M +75,680 +10%
Invesco
8
Invesco
Georgia
$21.9M +$1.59M +57,790 +8%
TCM
9
Tributary Capital Management
Nebraska
$20.2M +$1.67M +60,800 +10%
Northern Trust
10
Northern Trust
Illinois
$17.6M -$893K -32,500 -5%
Norges Bank
11
Norges Bank
Norway
$17.6M -$3.03M -110,290 -15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$16.9M -$179K -6,510 -1%
Charles Schwab
13
Charles Schwab
California
$16.1M +$170K +6,190 +1%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$14.2M -$120K -4,380 -0.9%
Principal Financial Group
15
Principal Financial Group
Iowa
$9.5M -$61K -2,220 -0.7%
JP Morgan Chase
16
JP Morgan Chase
New York
$8.93M +$2.37M +86,210 +39%
Morgan Stanley
17
Morgan Stanley
New York
$8.43M +$2.41M +87,850 +43%
PAM
18
Panagora Asset Management
Massachusetts
$8.38M -$193K -7,020 -2%
Man Group
19
Man Group
United Kingdom
$7.65M -$1.09M -39,800 -13%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$7.62M -$330K -12,000 -4%
Ameriprise
21
Ameriprise
Minnesota
$6.47M +$125K +4,550 +2%
Wells Fargo
22
Wells Fargo
California
$6.32M -$2.22M -80,790 -27%
PPA
23
Parametric Portfolio Associates
Washington
$6.32M +$206K +7,480 +4%
N
24
Nuveen
North Carolina
$6.2M +$52.5K +1,910 +0.9%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$6.15M -$201K -7,310 -3%