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Vita Coco

200 hedge funds and large institutions have $1.35B invested in Vita Coco in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

35% more capital invested

Capital invested by funds: $999M → $1.35B (+$352M)

23% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $1.83M

9% more funds holding

Funds holding: 183200 (+17)

2.34% more ownership

Funds ownership: 62.17%64.51% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
200
Holders Change
+17
Holders Change %
+9.29%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
71
Reduced
70
Closed
21
Calls
$2.24M
Puts
$1.83M
Net Calls
+$413K
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
176
Fortitude Family Office
Arizona
$5.35K +$200 +6 +4%
AT
177
Avalon Trust
New Mexico
$4.65K
AAP
178
Arax Advisory Partners
Colorado
$4.54K
JFGIW
179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.93K -$933 -28 -21%
IA
180
IFP Advisors
Florida
$3.36K +$2.9K +87 New
QL
181
Quarry LP
New York
$3.29K +$2.96K +89 New
Federated Hermes
182
Federated Hermes
Pennsylvania
$2.88K -$19.6K -589 -88%
LFG
183
Larson Financial Group
Missouri
$2.84K +$2.56K +77 New
AWM
184
Avior Wealth Management
Nebraska
$2.36K +$2.13K +64 New
ACM
185
Aster Capital Management
United Arab Emirates
$2.25K -$4.4K -132 -68%
RIL
186
Rothschild Investment LLC
Illinois
$2.03K +$333 +10 +22%
SCM
187
Sterling Capital Management
North Carolina
$1.48K
PPWM
188
PFG Private Wealth Management
Florida
$1.18K +$1.07K +32 New
PS
189
Principal Securities
Iowa
$812 -$333 -10 -31%
EWA
190
EverSource Wealth Advisors
Alabama
$812 +$733 +22 New
CA
191
CoreCap Advisors
Michigan
$775 +$700 +21 New
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$738
GRP
193
Global Retirement Partners
California
$480 -$2.2K -66 -84%
TWD
194
True Wealth Design
Ohio
$443
SS
195
SBI Securities
Japan
$369 +$333 +10 New
S
196
SignatureFD
Georgia
$332
FFA
197
Farther Finance Advisors
California
$221
LC
198
Lindbrook Capital
California
$111 +$100 +3 New
CAM
199
Creekmur Asset Management
Illinois
$74 +$67 +2 New
TIAM
200
TT International Asset Management
United Kingdom
-$5.13M -181,188 Closed

COCO Hedge Fund Activity: Q4 2024 in Review

200 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vita Coco (COCO) for Q4 2024, worth a combined $1.35B — up 35% from $999M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new COCO positions and 21 closed out — a net gain of 19 holders — while 71 added to existing stakes and 70 trimmed.

The largest buyer was UBS Group, adding an estimated $16.2M. The largest seller was Victory Capital Management, cutting an estimated $16.6M.

  • 200 institutional investors held Vita Coco (COCO) as of Q4 2024, up from 183 in Q3 2024.
  • Funds reported $1.35B of Vita Coco stock for Q4 2024, up 35% quarter-over-quarter.
  • 40 funds opened new Vita Coco positions in Q4 2024 and 21 closed out, a net change of +19 holders.
  • The largest Vita Coco buyer in Q4 2024 was UBS Group, an estimated $16.2M added.
  • The largest Vita Coco seller in Q4 2024 was Victory Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2024.