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Vita Coco
COCO

Overview Fund Activity

153 hedge funds and large institutions have $689M invested in Vita Coco in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 28 closing their positions.

Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
63
Reduced
44
Closed
28
Calls
$9.36M
Puts
$35M
Net Calls
-$25.7M
Net Calls Change
-$28.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$62.1M
2
Ameriprise
2
Ameriprise
Minnesota
$20.5M
3
1WCM
3
12 West Capital Management
New York
$9.11M
4
SPPAM
4
Summit Partners Public Asset Management
Massachusetts
$17.3M
5
JAM
5
JW Asset Management
Florida
$9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$606K
2
ECM
2
Engle Capital Management
Connecticut
$1.77M
3
HRCM
3
Hood River Capital Management
Florida
$0
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$19.6M
5
DCM
5
Driehaus Capital Management
Illinois
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Trading
101
Walleye Trading
New York
$317K +$317K +12,160 New
ECM
102
ExodusPoint Capital Management
New York
$311K +$311K +11,947 New
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$309K +$2.16K +83 +0.7%
BRWA
104
B. Riley Wealth Advisors
Florida
$305K +$305K +11,710 New
BFG
105
Bleakley Financial Group
New Jersey
$300K -$82.7K -3,174 -22%
SS
106
Simplicity Solutions
Minnesota
$300K -$82.4K -3,165 -22%
HCA
107
Harbour Capital Advisors
Virginia
$299K +$299K +11,500 New
VOYA Investment Management
108
VOYA Investment Management
Georgia
$298K – – –
OQS
109
Occudo Quantitative Strategies
Florida
$286K -$102K -3,918 -26%
LA
110
LVW Advisors
New York
$285K +$20.4K +783 +8%
MAM
111
Martingale Asset Management
Massachusetts
$280K +$52.8K +2,029 +23%
Franklin Resources
112
Franklin Resources
California
$273K – – –
CGH
113
Crossmark Global Holdings
Texas
$271K +$271K +9,868 New
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$260K – – –
LCM
115
Legato Capital Management
California
$256K -$258K -9,905 -50%
MWM
116
Moran Wealth Management
Florida
$231K -$104K -3,991 -31%
ASRS
117
Arizona State Retirement System
Arizona
$230K +$230K +8,818 New
DADC
118
D.A. Davidson & Co
Montana
$227K +$227K +8,735 New
CL
119
CIM LLC
New York
$223K +$2.45K +94 +1%
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
$220K +$8.59K +330 +4%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$215K +$147K +5,651 +217%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$202K +$98.3K +3,776 +95%
Osaic Holdings
123
Osaic Holdings
Arizona
$185K -$33K -1,267 -15%
Federated Hermes
124
Federated Hermes
Pennsylvania
$167K +$154K +5,926 +1,237%
Citigroup
125
Citigroup
New York
$117K -$282K -10,821 -71%
3 4
5
6 7