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Vita Coco

183 hedge funds and large institutions have $963M invested in Vita Coco in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 43 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 43

25% more capital invested

Capital invested by funds: $773M → $963M (+$190M)

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

5.43% more ownership

Funds ownership: 55.6%61.03% (+5.4%)

2% more funds holding

Funds holding: 180183 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28% less call options, than puts

Call options by funds: $5.26M | Put options by funds: $7.28M

Holders
183
Holders Change
+3
Holders Change %
+1.67%
% of All Funds
2.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
40
Increased
85
Reduced
43
Closed
36
Calls
$5.26M
Puts
$7.28M
Net Calls
-$2.01M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$11.2M -$5.18M -195,322 -33%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$10.6M +$10.1M +380,288 New
DCM
28
Driehaus Capital Management
Illinois
$9.86M +$9.39M +353,997 New
SCA
29
Summit Creek Advisors
Minnesota
$9.49M +$4.99M +188,060 +123%
Citadel Advisors
30
Citadel Advisors
Florida
$9.19M +$5.11M +192,519 +140%
Northern Trust
31
Northern Trust
Illinois
$9.18M -$372K -14,024 -4%
N
32
Nuveen
North Carolina
$8.86M -$74.6K -2,812 -0.9%
JAM
33
JW Asset Management
Florida
$8.79M -$796K -30,000 -9%
PC
34
Pier Capital
Connecticut
$8.13M +$2.12M +79,957 +38%
Charles Schwab
35
Charles Schwab
California
$7.42M +$173K +6,508 +3%
Bank of America
36
Bank of America
North Carolina
$6.21M +$3.86M +145,595 +188%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$6.2M +$5.59M +210,752 +1,786%
Jane Street
38
Jane Street
New York
$6.06M +$2.9M +109,362 +101%
MAP
39
Moody Aldrich Partners
Massachusetts
$5.59M +$5.32M +200,680 New
UBS Group
40
UBS Group
Switzerland
$5.15M +$1.48M +55,777 +43%
Deutsche Bank
41
Deutsche Bank
Germany
$5.07M +$1.76M +66,367 +57%
OAM
42
Oberweis Asset Management
Illinois
$4.61M
UBS AM
43
UBS AM
Illinois
$4.56M +$3.71M +139,831 +589%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$4.45M +$792K +29,882 +23%
CSS
45
Cubist Systematic Strategies
Connecticut
$4.39M -$2.01M -75,920 -32%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$4.36M -$150K -5,671 -3%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$4.23M +$454K +17,121 +13%
RCMC
48
RK Capital Management (Colorado)
Colorado
$3.97M +$3.78M +142,400 New
HCA
49
Harbor Capital Advisors
Illinois
$3.92M +$2.74M +103,194 +276%
Invesco
50
Invesco
Georgia
$3.66M -$1.01M -37,936 -22%

COCO Hedge Fund Activity: Q2 2024 in Review

183 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vita Coco (COCO) for Q2 2024, worth a combined $963M — up 25% from $773M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new COCO positions and 36 closed out — a net gain of 4 holders — while 85 added to existing stakes and 43 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $27.2M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $17.1M sold.

  • 183 institutional investors held Vita Coco (COCO) as of Q2 2024, up from 180 in Q1 2024.
  • Funds reported $963M of Vita Coco stock for Q2 2024, up 25% quarter-over-quarter.
  • 40 funds opened new Vita Coco positions in Q2 2024 and 36 closed out, a net change of +4 holders.
  • The largest Vita Coco buyer in Q2 2024 was Artisan Partners, an estimated $27.2M added.
  • The largest Vita Coco seller in Q2 2024 was Cooper Creek Partners Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2024.