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Coca-Cola Consolidated

348 hedge funds and large institutions have $3.61B invested in Coca-Cola Consolidated in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 98 increasing their positions, 106 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

141% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 29

50% more capital invested

Capital invested by funds: $2.41B → $3.61B (+$1.19B)

16.4% more ownership

Funds ownership: 452.19%468.6% (+16%)

12% more funds holding

Funds holding: 311348 (+37)

8% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 106

Holders
348
Holders Change
+37
Holders Change %
+11.9%
% of All Funds
5.07%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.1%
New
70
Increased
98
Reduced
106
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$537M -$1.7M -23,530 -0.4%
BlackRock
2
BlackRock
New York
$525M +$17.8M +245,920 +5%
Norges Bank
3
Norges Bank
Norway
$188M +$97.3M +1,343,870 +197%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$172M -$2.57M -35,430 -2%
State Street
5
State Street
Massachusetts
$151M +$1.76M +24,300 +2%
DT
6
Diversified Trust
Tennessee
$136M -$1.22M -16,790 -1%
Invesco
7
Invesco
Georgia
$114M +$5.31M +73,390 +6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$113M +$81M +1,119,260 +1,109%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$109M +$3.62M +50,060 +4%
Morgan Stanley
10
Morgan Stanley
New York
$83.6M +$29.9M +412,720 +85%
AQR Capital Management
11
AQR Capital Management
Connecticut
$82.1M -$2.77M -38,270 -4%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$75.4M -$77.5M -1,069,810 -57%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$69.7M -$347K -4,790 -0.6%
Charles Schwab
14
Charles Schwab
California
$66.6M +$760K +10,490 +1%
Northern Trust
15
Northern Trust
Illinois
$57.1M +$222K +3,060 +0.5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$50.2M -$56.5K -780 -0.1%
LSV Asset Management
17
LSV Asset Management
Illinois
$49.4M +$3.61M +49,900 +10%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$45.6M -$8.2M -113,220 -19%
VNIM
19
Vaughan Nelson Investment Management
Texas
$40.4M +$31.5M +435,700 New
American Century Companies
20
American Century Companies
Missouri
$40.2M -$831K -11,480 -3%
N
21
Nuveen
North Carolina
$32.9M +$5.33M +73,630 +26%
MAMU
22
Marathon Asset Management (UK)
United Kingdom
$32.4M -$834K -11,520 -3%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$32.3M -$639K -8,820 -2%
HAI
24
Hennessy Advisors Inc
California
$30.3M +$23.6M +326,560 New
Renaissance Technologies
25
Renaissance Technologies
New York
$28.9M -$1.88M -25,910 -8%