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Vita Coco
COCO

180 hedge funds and large institutions have $773M invested in Vita Coco in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 45

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

1% less funds holding

Funds holding: 181 → 180 (-1)

7% less call options, than puts

Call options by funds: $9.44M | Put options by funds: $10.1M

9.66% less ownership

Funds ownership: 65.26% → 55.6% (-9.7%)

19% less capital invested

Capital invested by funds: $951M → $773M (-$178M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
180
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
38
Increased
80
Reduced
45
Closed
36
Calls
$9.44M
Puts
$10.1M
Net Calls
-$669K
Net Calls Change
-$646K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$24M
2
CIP
Champlain Investment Partners
Vermont
+$17.3M
3
CCPM
Cooper Creek Partners Management
New York
+$16.2M
4
BlackRock
BlackRock
New York
+$12.2M
5
SAM
Stansberry Asset Management
Texas
+$6.37M

Top Sellers

Rank Fund Capital Flow
1
SC
Syon Capital
California
-$114M
2
Morgan Stanley
Morgan Stanley
New York
-$34.7M
3
DCM
Driehaus Capital Management
Illinois
-$21.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$13.4M
5
RCMC
RK Capital Management (Colorado)
Colorado
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$8.4M +$1.74M +75,080 +28%
N
27
Nuveen
North Carolina
$7.84M +$4.26M +183,501 +134%
Franklin Resources
28
Franklin Resources
California
$6.68M +$6.11M +262,937 +2,507%
Charles Schwab
29
Charles Schwab
California
$6.35M +$541K +23,313 +10%
Norges Bank
30
Norges Bank
Norway
$6.07M +$3.28M +141,100 +131%
CSS
31
Cubist Systematic Strategies
Connecticut
$5.71M +$3.26M +140,412 +151%
PC
32
Pier Capital
Connecticut
$5.18M +$23.3K +1,004 +0.5%
HIM
33
Hillsdale Investment Management
Ontario, Canada
$4.83M +$359K +15,470 +8%
TI
34
Trexquant Investment
Connecticut
$4.57M +$937K +40,355 +28%
AAM
35
AMI Asset Management
California
$4.26M +$1.22M +52,646 +43%
Invesco
36
Invesco
Georgia
$4.14M +$445K +19,179 +13%
OAM
37
Oberweis Asset Management
Illinois
$4.04M +$1.37M +58,800 +55%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$3.96M +$252K +10,831 +7%
SCA
39
Summit Creek Advisors
Minnesota
$3.73M +$3.54M +152,574 New
Renaissance Technologies
40
Renaissance Technologies
New York
$3.73M -$1M -43,200 -22%
CS
41
Credit Suisse
Switzerland
$3.71M +$1.05M +45,069 +42%
Citadel Advisors
42
Citadel Advisors
Florida
$3.35M -$2.99M -128,736 -48%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$3.29M +$396K +17,033 +14%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$3.17M -$1.35M -57,949 -31%
UBS Group
45
UBS Group
Switzerland
$3.15M +$213K +9,175 +8%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.98M -$110K -4,731 -4%
AF
47
Allworth Financial
California
$2.91M – – –
Deutsche Bank
48
Deutsche Bank
Germany
$2.83M -$1.62M -69,556 -38%
TC
49
TwinBeech Capital
New York
$2.82M -$731K -31,459 -21%
Barclays
50
Barclays
United Kingdom
$2.65M +$784K +33,745 +45%
1
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COCO Hedge Fund Activity: Q1 2024 in Review

180 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vita Coco (COCO) for Q1 2024, worth a combined $773M — down 19% from $951M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new COCO positions and 36 closed out — a net gain of 2 holders — while 80 added to existing stakes and 45 trimmed.

The largest buyer was Ameriprise, adding an estimated $24M. The largest seller was Syon Capital, exiting entirely with an estimated $114M sold.

  • 180 institutional investors held Vita Coco (COCO) as of Q1 2024, down from 181 in Q4 2023.
  • Funds reported $773M of Vita Coco stock for Q1 2024, down 19% quarter-over-quarter.
  • 38 funds opened new Vita Coco positions in Q1 2024 and 36 closed out, a net change of +2 holders.
  • The largest Vita Coco buyer in Q1 2024 was Ameriprise, an estimated $24M added.
  • The largest Vita Coco seller in Q1 2024 was Syon Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2024.