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Coca-Cola Consolidated

414 hedge funds and large institutions have $4.25B invested in Coca-Cola Consolidated in 2024 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 98 increasing their positions, 124 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

108% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 49

30% more capital invested

Capital invested by funds: $3.28B → $4.25B (+$970M)

13% more funds holding

Funds holding: 366414 (+48)

6.41% more ownership

Funds ownership: 467.32%473.73% (+6.4%)

21% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 124

Holders
414
Holders Change
+48
Holders Change %
+13.11%
% of All Funds
5.98%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
102
Increased
98
Reduced
124
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$611M -$42.3M -457,280 -8%
BlackRock
2
BlackRock
New York
$471M -$119M -1,283,810 -23%
Norges Bank
3
Norges Bank
Norway
$333M +$62.2M +672,390 +28%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$208M +$46.7M +504,560 +36%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$191M -$8.69M -93,880 -5%
Millennium Management
6
Millennium Management
New York
$187M +$149M +1,605,210 +1,309%
DT
7
Diversified Trust
Tennessee
$159M -$116K -1,250 -0.1%
State Street
8
State Street
Massachusetts
$158M -$21.9M -236,650 -14%
VNIM
9
Vaughan Nelson Investment Management
Texas
$122M +$48.6M +524,910 +88%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$116M -$17.4M -187,480 -15%
Invesco
11
Invesco
Georgia
$106M +$17.6M +189,850 +24%
AQR Capital Management
12
AQR Capital Management
Connecticut
$80.4M +$10.7M +115,870 +18%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$78.6M -$973K -10,510 -1%
Charles Schwab
14
Charles Schwab
California
$77.3M -$742K -8,020 -1%
Northern Trust
15
Northern Trust
Illinois
$62.6M +$532K +5,750 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$54.7M -$1.5M -16,190 -3%
HAI
17
Hennessy Advisors Inc
California
$47.7M +$6.2M +67,000 +18%
Renaissance Technologies
18
Renaissance Technologies
New York
$42.1M -$7.35M -79,360 -17%
Morgan Stanley
19
Morgan Stanley
New York
$36.6M -$11.6M -125,590 -27%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$35.5M -$3.5M -37,820 -10%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$34.8M +$27.5M +297,280 +1,271%
Jane Street
22
Jane Street
New York
$34.8M +$28.3M +305,760 +2,073%
Truist Financial
23
Truist Financial
North Carolina
$30.6M -$5.23M -56,560 -17%
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$29.9M -$45.4K -490 -0.2%
T. Rowe Price Investment Management
25
T. Rowe Price Investment Management
Maryland
$27.5M -$3.85M -41,600 -14%