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Vita Coco

180 hedge funds and large institutions have $951M invested in Vita Coco in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+27
Holders Change %
+17.65%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
49
Increased
72
Reduced
42
Closed
22
Calls
$7.14M
Puts
$7.16M
Net Calls
-$23K
Net Calls Change
+$25.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$47.5K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$37K +$1.77K +69 +5%
CAS
153
Coppell Advisory Solutions
Texas
$20.1K +$20.1K +670 New
QCG
154
Quadrant Capital Group
Ohio
$18.6K -$2.03K -79 -10%
AssetMark Inc
155
AssetMark Inc
California
$18.3K +$18.3K +715 New
AT
156
Avalon Trust
New Mexico
$16.7K +$16.7K +651 New
TCWA
157
Turtle Creek Wealth Advisors
Texas
$12.8K +$12.8K +500 New
FHA
158
First Horizon Advisors
Tennessee
$11.4K +$11.4K +443 New
NS
159
NBC Securities
Alabama
$10K +$10K +418 New
SFFS
160
Stonehage Fleming Financial Services
Jersey
$9.23K
EC
161
EntryPoint Capital
New York
$9.11K +$9.11K +355 New
C
162
Covestor
United Kingdom
$9K +$8.75K +346 +3,460%
A
163
AJOVista
Massachusetts
$8.44K +$8.44K +329 New
Comerica Bank
164
Comerica Bank
Texas
$8.17K +$7.5K +292 +1,123%
GWM
165
Geneos Wealth Management
Colorado
$7.7K
HCM
166
Hollencrest Capital Management
California
$5.13K
MIM
167
Macroview Investment Management
Maryland
$4.72K
HT
168
Headlands Technologies
Illinois
$3.98K +$3.98K +155 New
PPC
169
Park Place Capital
Alabama
$2.51K +$2.51K +98 New
SWS
170
SYSTM Wealth Solutions
Illinois
$1.49K +$1.49K +58 New
FFO
171
Fortitude Family Office
Arizona
$1.46K +$1.46K +57 New
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$1.03K
S
173
SignatureFD
Georgia
$949 +$718 +28 +311%
US Bancorp
174
US Bancorp
Minnesota
$590
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$523