We are live on ! Find out more
COCO icon

Vita Coco
COCO

180 hedge funds and large institutions have $773M invested in Vita Coco in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 45 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 45

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

1% less funds holding

Funds holding: 181 → 180 (-1)

7% less call options, than puts

Call options by funds: $9.44M | Put options by funds: $10.1M

9.66% less ownership

Funds ownership: 65.26% → 55.6% (-9.7%)

19% less capital invested

Capital invested by funds: $951M → $773M (-$178M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
180
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
38
Increased
80
Reduced
45
Closed
36
Calls
$9.44M
Puts
$10.1M
Net Calls
-$669K
Net Calls Change
-$646K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$24M
2
CIP
Champlain Investment Partners
Vermont
+$17.3M
3
CCPM
Cooper Creek Partners Management
New York
+$16.2M
4
BlackRock
BlackRock
New York
+$12.2M
5
SAM
Stansberry Asset Management
Texas
+$6.37M

Top Sellers

Rank Fund Capital Flow
1
SC
Syon Capital
California
-$114M
2
Morgan Stanley
Morgan Stanley
New York
-$34.7M
3
DCM
Driehaus Capital Management
Illinois
-$21.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$13.4M
5
RCMC
RK Capital Management (Colorado)
Colorado
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
201
Aigen Investment Management
New York
– -$368K -14,360 Closed
VI
202
Versor Investments
New York
– -$361K -14,086 Closed
VF
203
Virtu Financial
New York
– -$352K -13,719 Closed
State of Tennessee, Department of Treasury
204
State of Tennessee, Department of Treasury
Tennessee
– -$331K -12,900 Closed
LA
205
LVW Advisors
New York
– -$281K -10,936 Closed
State Board of Administration of Florida Retirement System
206
State Board of Administration of Florida Retirement System
Florida
– -$217K -8,450 Closed
SPA
207
Sherbrooke Park Advisers
New York
– -$209K -8,136 Closed
Amundi
208
Amundi
France
– -$192K -7,843 Closed
Robeco Institutional Asset Management
209
Robeco Institutional Asset Management
Netherlands
– -$59.8K -2,333 Closed
TCWA
210
Turtle Creek Wealth Advisors
Texas
– -$12.8K -500 Closed
SFFS
211
Stonehage Fleming Financial Services
Jersey
– -$9.23K -360 Closed
A
212
AJOVista
Massachusetts
– -$8.44K -329 Closed
HCM
213
Hollencrest Capital Management
California
– -$5.13K -200 Closed
HT
214
Headlands Technologies
Illinois
– -$3.98K -155 Closed
FFO
215
Fortitude Family Office
Arizona
– -$1.46K -57 Closed
5 6 7 8
9

COCO Hedge Fund Activity: Q1 2024 in Review

180 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vita Coco (COCO) for Q1 2024, worth a combined $773M — down 19% from $951M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new COCO positions and 36 closed out — a net gain of 2 holders — while 80 added to existing stakes and 45 trimmed.

The largest buyer was Ameriprise, adding an estimated $24M. The largest seller was Syon Capital, exiting entirely with an estimated $114M sold.

  • 180 institutional investors held Vita Coco (COCO) as of Q1 2024, down from 181 in Q4 2023.
  • Funds reported $773M of Vita Coco stock for Q1 2024, down 19% quarter-over-quarter.
  • 38 funds opened new Vita Coco positions in Q1 2024 and 36 closed out, a net change of +2 holders.
  • The largest Vita Coco buyer in Q1 2024 was Ameriprise, an estimated $24M added.
  • The largest Vita Coco seller in Q1 2024 was Syon Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2024.