Vita Coco
COCO
95 hedge funds and large institutions have $275M invested in Vita Coco in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 12 closing their positions.
312% more call options, than puts
Call options by funds: $3.52M | Put options by funds: $855K
129% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 17
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
43% more capital invested
Capital invested by funds: $193M → $275M (+$82.4M)
17% more funds holding
Funds holding: 81 → 95 (+14)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more ownership
Funds ownership: 25.01% → 25.02% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$7.09M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$4.93M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$4.68M |
| 4 |
PC
Pier Capital
Stamford,
Connecticut
|
+$3.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$18.8M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$13.7M |
| 3 |
AC
Armistice Capital
New York
|
-$5.72M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$4.77M |
| 5 |
MPEM
Marathon Partners Equity Management
New York
|
-$3.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Invesco
Atlanta,
Georgia
| – | -$260K | -18,789 | Closed |
|
102
Victory Capital Management
San Antonio,
Texas
| – | -$255K | -18,424 | Closed |
|
|
SSA
103
Schonfeld Strategic Advisors
New York
| – | -$158K | -11,400 | Closed |
|
|
SOW
104
State of Wyoming
Cheyenne,
Wyoming
| – | -$71.1K | -5,143 | Closed |
|
105
Simplex Trading
Chicago,
Illinois
| – | -$10.3K | -655 | Closed |
|
106
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$14 | -1 | Closed |
|
|
TCM
107
Tradewinds Capital Management
Bellingham,
Washington
| – | -$14 | -1 | Closed |
|
COCO Hedge Fund Activity: Q1 2023 in Review
95 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vita Coco (COCO) for Q1 2023, worth a combined $275M — up 43% from $193M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new COCO positions and 12 closed out — a net gain of 15 holders — while 39 added to existing stakes and 17 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $7.09M. The largest seller was Lord, Abbett & Co, cutting an estimated $18.8M.
- 95 institutional investors held Vita Coco (COCO) as of Q1 2023, up from 81 in Q4 2022.
- Funds reported $275M of Vita Coco stock for Q1 2023, up 43% quarter-over-quarter.
- 27 funds opened new Vita Coco positions in Q1 2023 and 12 closed out, a net change of +15 holders.
- The largest Vita Coco buyer in Q1 2023 was William Blair Investment Management, an estimated $7.09M added.
- The largest Vita Coco seller in Q1 2023 was Lord, Abbett & Co, an estimated $18.8M sold.
Based on aggregated 13F filings for Q1 2023.