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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
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$588K +$207K +7,815 +59%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$562K +$535K +20,191 New
DB
103
Danske Bank
Denmark
$560K +$533K +20,097 New
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$557K -$268K -10,110 -34%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$553K +$24.5K +925 +5%
Mirae Asset Global ETFs Holdings
106
Mirae Asset Global ETFs Holdings
Hong Kong
$544K +$518K +19,524 New
VOYA Investment Management
107
VOYA Investment Management
Georgia
$515K +$51.9K +1,957 +12%
Verition Fund Management
108
Verition Fund Management
Connecticut
$512K +$35.6K +1,342 +8%
PCM
109
Penserra Capital Management
California
$509K +$425K +16,031 +711%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$484K +$84K +3,168 +22%
Bessemer Group
111
Bessemer Group
New Jersey
$469K +$186K +7,000 +71%
DADC
112
D.A. Davidson & Co
Montana
$437K -$305K -11,505 -42%
Citigroup
113
Citigroup
New York
$426K +$64.3K +2,426 +19%
BFM
114
Boothbay Fund Management
New York
$418K +$398K +15,021 New
US Bancorp
115
US Bancorp
Minnesota
$384K +$363K +13,690 +13,690%
HF
116
HRT Financial
New York
$359K +$342K +12,911 New
CCAL
117
City Center Advisors LLC
Michigan
$356K
MWM
118
Moran Wealth Management
Florida
$353K +$29.5K +1,112 +10%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$348K +$46.4K +1,751 +16%
Stifel Financial
120
Stifel Financial
Missouri
$339K +$323K +12,179 New
BCI
121
Brinker Capital Investments
Pennsylvania
$324K +$308K +11,621 New
OPS
122
Orion Portfolio Solutions
Nebraska
$324K +$308K +11,621 New
BHCM
123
Brevan Howard Capital Management
Jersey
$315K +$300K +11,323 New
DT
124
Diversified Trust
Tennessee
$313K +$298K +11,250 New
ASRS
125
Arizona State Retirement System
Arizona
$309K +$25.5K +960 +9%

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.