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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
BlackRock
1
BlackRock
New York
$81.7M +$4.13M +155,866 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.1M +$1.89M +71,154 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$64M +$2.06M +77,731 +4%
Ameriprise
4
Ameriprise
Minnesota
$48.7M -$6.07M -228,922 -12%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$36M -$3.44M -129,573 -9%
CIP
6
Champlain Investment Partners
Vermont
$35.2M +$13.7M +517,545 +69%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$35M +$9.82M +370,302 +42%
Artisan Partners
8
Artisan Partners
Wisconsin
$28.6M +$27.2M +1,027,417 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$26.2M +$2.38M +89,911 +11%
Aberdeen Group
10
Aberdeen Group
United Kingdom
$25.5M -$989K -37,290 -4%
State Street
11
State Street
Massachusetts
$23.3M +$2.46M +92,657 +12%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$21.6M +$4.14M +156,033 +25%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$21.2M +$1.5M +56,416 +8%
GGHC
14
Gilder Gagnon Howe & Co
New York
$21.1M -$2.7M -101,688 -12%
Franklin Resources
15
Franklin Resources
California
$20.9M +$12.7M +478,650 +175%
GIM
16
Granahan Investment Management
Massachusetts
$20.7M -$3.43M -129,336 -15%
Two Sigma Investments
17
Two Sigma Investments
New York
$19.1M -$2.69M -101,312 -13%
GKIM
18
GW&K Investment Management
Massachusetts
$19M +$4.52M +170,577 +33%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$16.9M -$2.47M -93,100 -13%
WA
20
Wasatch Advisors
Utah
$16.8M +$5.4M +203,772 +51%
JP Morgan Chase
21
JP Morgan Chase
New York
$12.7M -$591K -22,301 -5%
Millennium Management
22
Millennium Management
New York
$12.6M -$14.6M -552,008 -55%
SAM
23
Stansberry Asset Management
Texas
$12.3M +$533K +20,111 +5%
Man Group
24
Man Group
United Kingdom
$12.3M +$1.5M +56,661 +15%
Victory Capital Management
25
Victory Capital Management
Texas
$12.1M +$10.7M +403,192 +1,310%

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.