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Coca-Cola Consolidated

280 hedge funds and large institutions have $2B invested in Coca-Cola Consolidated in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $1.74B → $2B (+$253M)

5% more funds holding

Funds holding: 267280 (+13)

20% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 97

70.14% less ownership

Funds ownership: 494.78%424.64% (-70%)

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
4.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
78
Reduced
97
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$394M -$1.05M -20,070 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$331M -$3.05M -58,300 -1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$220M +$1.74M +33,220 +0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$114M -$6.08M -116,350 -5%
State Street
5
State Street
Massachusetts
$87.8M +$1.54M +29,450 +2%
DT
6
Diversified Trust
Tennessee
$84.1M +$46.5K +890 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$48.1M +$246K +4,710 +0.6%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$36.8M +$20.5M +392,320 +151%
Morgan Stanley
9
Morgan Stanley
New York
$32.9M +$12.9M +247,490 +74%
Goldman Sachs
10
Goldman Sachs
New York
$29M +$9.56M +183,040 +55%
Northern Trust
11
Northern Trust
Illinois
$28.9M -$745K -14,270 -3%
Charles Schwab
12
Charles Schwab
California
$28.4M -$359K -6,870 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$27M +$221K +4,230 +0.9%
American Century Companies
14
American Century Companies
Missouri
$26.2M +$14.2M +272,010 +141%
LSV Asset Management
15
LSV Asset Management
Illinois
$25.1M -$733K -14,040 -3%
Norges Bank
16
Norges Bank
Norway
$25M -$771K -14,760 -3%
Invesco
17
Invesco
Georgia
$21.3M -$2.1M -40,170 -10%
TCM
18
Tributary Capital Management
Nebraska
$20.2M -$14.5M -278,060 -44%
N
19
Nuveen
North Carolina
$19.9M +$9.33M +178,670 +103%
Principal Financial Group
20
Principal Financial Group
Iowa
$17.1M -$1.58M -30,190 -9%
Lazard Asset Management
21
Lazard Asset Management
New York
$15.5M -$189K -3,610 -1%
Allianz Asset Management
22
Allianz Asset Management
Germany
$13.3M -$554K -10,610 -4%
Federated Hermes
23
Federated Hermes
Pennsylvania
$12.4M -$4.94M -94,530 -30%
Ameriprise
24
Ameriprise
Minnesota
$11.8M -$415K -7,940 -4%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$11.6M +$1.53M +29,330 +17%