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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
HighTower Advisors
51
HighTower Advisors
Illinois
$3.4M +$5.04K +190 +0.2%
Goldman Sachs
52
Goldman Sachs
New York
$3.13M +$1.48M +55,692 +98%
AF
53
Allworth Financial
California
$3.12M
ORI
54
Oak Ridge Investments
Illinois
$3.06M +$1M +37,770 +52%
RIM
55
Ranger Investment Management
Texas
$2.56M +$2.44M +91,865 New
First Trust Advisors
56
First Trust Advisors
Illinois
$2.43M -$308K -11,614 -12%
AQR Capital Management
57
AQR Capital Management
Connecticut
$2.35M +$112K +4,234 +5%
American Century Companies
58
American Century Companies
Missouri
$2.23M +$630K +23,761 +42%
SEI Investments
59
SEI Investments
Pennsylvania
$2.18M +$1.19M +44,853 +134%
Swiss National Bank
60
Swiss National Bank
Switzerland
$2.17M +$135K +5,100 +7%
Canada Pension Plan Investment Board
61
Canada Pension Plan Investment Board
Ontario, Canada
$2.13M +$2.03M +76,500 New
AAM
62
AMI Asset Management
California
$2.03M -$2.69M -101,625 -58%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$1.8M +$1.64M +61,980 +2,280%
Wells Fargo
64
Wells Fargo
California
$1.76M -$224K -8,433 -12%
NIA
65
NIA Impact Advisors
California
$1.75M -$75.7K -2,854 -4%
GLA
66
Great Lakes Advisors
Illinois
$1.72M -$231K -8,716 -12%
GAM
67
Gotham Asset Management
New York
$1.7M -$1.64K -62 -0.1%
Skandinaviska Enskilda Banken (SEB)
68
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.6M +$141K +5,300 +10%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.52M +$201K +7,583 +16%
TI
70
Trexquant Investment
Connecticut
$1.44M -$3.59M -135,237 -72%
PP
71
PDT Partners
New York
$1.26M +$205K +7,728 +21%
MAM
72
Martingale Asset Management
Massachusetts
$1.18M +$117K +4,404 +12%
JCIA
73
Jackson Creek Investment Advisors
Colorado
$1.16M -$1.64K -62 -0.1%
AllianceBernstein
74
AllianceBernstein
Tennessee
$1.12M +$88.6K +3,340 +9%
AAIS
75
ABN AMRO Investment Solutions
$1.11M +$1.06M +39,909 New

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.