Vita Coco
COCO
151 hedge funds and large institutions have $642M invested in Vita Coco in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 56 increasing their positions, 24 reducing their positions, and 4 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 4
133% more capital invested
Capital invested by funds: $275M → $642M (+$367M)
133% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 24
103% more call options, than puts
Call options by funds: $5.61M | Put options by funds: $2.76M
59% more funds holding
Funds holding: 95 → 151 (+56)
17.41% more ownership
Funds ownership: 25.02% → 42.42% (+17%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.2M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$19M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$18M |
| 4 |
D.E. Shaw & Co
New York
|
+$13.7M |
| 5 |
Two Sigma Investments
New York
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$14.6M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$5.47M |
| 3 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$4.25M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.02M |
| 5 |
IP
Isthmus Partners
Madison,
Wisconsin
|
-$2.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BGIM
151
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$2.21M | -112,651 | Closed |
|
152
Balyasny Asset Management
Chicago,
Illinois
| – | -$401K | -20,426 | Closed |
|
|
B
153
Bellecapital
Zurich,
Switzerland
| – | -$356K | -18,150 | Closed |
|
|
XT
154
XTX Topco
George Town,
Cayman Islands
| – | -$225K | -11,471 | Closed |
|
|
C
155
Covestor
London,
United Kingdom
| – | +$146 | +6 | New |
|
COCO Hedge Fund Activity: Q2 2023 in Review
151 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vita Coco (COCO) for Q2 2023, worth a combined $642M — up 133% from $275M a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new COCO positions and 4 closed out — a net gain of 56 holders — while 56 added to existing stakes and 24 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $33.2M. The largest seller was Granahan Investment Management, cutting an estimated $14.6M.
- 151 institutional investors held Vita Coco (COCO) as of Q2 2023, up from 95 in Q1 2023.
- Funds reported $642M of Vita Coco stock for Q2 2023, up 133% quarter-over-quarter.
- 60 funds opened new Vita Coco positions in Q2 2023 and 4 closed out, a net change of +56 holders.
- The largest Vita Coco buyer in Q2 2023 was Fidelity Investments, an estimated $33.2M added.
- The largest Vita Coco seller in Q2 2023 was Granahan Investment Management, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2023.