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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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$76K +$20.9K +787 +41%
NC
152
nVerses Capital
Florida
$72.4K +$50.4K +1,900 +271%
Lazard Asset Management
153
Lazard Asset Management
New York
$61K
AB
154
Amalgamated Bank
New York
$35K
Walleye Trading
155
Walleye Trading
New York
$33.4K +$31.8K +1,199 New
AssetMark Inc
156
AssetMark Inc
California
$28K +$7.69K +290 +41%
QCG
157
Quadrant Capital Group
Ohio
$20.2K
NS
158
NBC Securities
Alabama
$20K +$8.04K +303 +72%
CAS
159
Coppell Advisory Solutions
Texas
$18.4K +$17.8K +670 New
HT
160
Headlands Technologies
Illinois
$15.3K +$14.6K +549 New
Federated Hermes
161
Federated Hermes
Pennsylvania
$13K +$7.9K +298 +177%
C
162
Covestor
United Kingdom
$12K +$1.14K +43 +11%
GI
163
GAMMA Investing
California
$11.3K +$6.79K +256 +170%
GRP
164
Global Retirement Partners
California
$9.3K +$6.21K +234 +234%
FHA
165
First Horizon Advisors
Tennessee
$8.94K -$133 -5 -2%
GWM
166
Geneos Wealth Management
Colorado
$8.36K
BHWM
167
Beaird Harris Wealth Management
Texas
$8.02K +$7.64K +288 New
S
168
SignatureFD
Georgia
$5.82K
Simplex Trading
169
Simplex Trading
Illinois
$5K -$32.7K -1,234 -86%
LSA
170
Leonteq Securities AG
Switzerland
$4.43K -$50.4K -1,900 -92%
FFO
171
Fortitude Family Office
Arizona
$3.87K +$3.69K +139 New
AAP
172
Arax Advisory Partners
Colorado
$3.76K +$3.1K +117 +650%
AT
173
Avalon Trust
New Mexico
$3.51K -$13.9K -525 -81%
PA
174
Parallel Advisors
California
$3.48K +$3.31K +125 New
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$3.06K +$1.19K +45 +69%

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.