Vita Coco
COCO
183 hedge funds and large institutions have $999M invested in Vita Coco in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 67 reducing their positions, and 23 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1.14% more ownership
Funds ownership: 61.03% → 62.17% (+1.1%)
4% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 67
4% more capital invested
Capital invested by funds: $963M → $999M (+$35.7M)
0% more funds holding
Funds holding: 183 → 183 (0)
0% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 23
34% less call options, than puts
Call options by funds: $2.68M | Put options by funds: $4.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$47.8M |
| 2 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
+$18M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$12.3M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$7.69M |
| 5 |
BlackRock
New York
|
+$5.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.2M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$15M |
| 3 |
Millennium Management
New York
|
-$11.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$8.24M |
| 5 |
D.E. Shaw & Co
New York
|
-$6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Point72 Asset Management
Stamford,
Connecticut
| – | -$98.4K | -3,535 | Closed |
|
202
Walleye Trading
New York
| – | -$33.4K | -1,199 | Closed |
|
|
HT
203
Headlands Technologies
Chicago,
Illinois
| – | -$15.3K | -549 | Closed |
|
|
BHWM
204
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$8.02K | -288 | Closed |
|
|
MG
205
Mather Group
Chicago,
Illinois
| – | -$1.71K | -70 | Closed |
|
206
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$557 | -20 | Closed |
|
COCO Hedge Fund Activity: Q3 2024 in Review
183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vita Coco (COCO) for Q3 2024, worth a combined $999M — up 3.7% from $963M a quarter earlier.
Fund positioning in COCO was balanced in Q3 2024: 23 funds opened new positions, 23 closed out, 70 added to existing stakes and 67 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $47.8M. The largest seller was Fidelity Investments, cutting an estimated $19.2M.
- 183 institutional investors held Vita Coco (COCO) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $999M of Vita Coco stock for Q3 2024, up 3.7% quarter-over-quarter.
- 23 funds opened new Vita Coco positions in Q3 2024 and 23 closed out, a net change of 0 holders.
- The largest Vita Coco buyer in Q3 2024 was Wasatch Advisors, an estimated $47.8M added.
- The largest Vita Coco seller in Q3 2024 was Fidelity Investments, an estimated $19.2M sold.
Based on aggregated 13F filings for Q3 2024.