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Vita 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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+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: 183183 (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

Holders
183
Holders Change
Holders Change %
0%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
70
Reduced
67
Closed
23
Calls
$2.68M
Puts
$4.07M
Net Calls
-$1.39M
Net Calls Change
+$622K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$89.1M +$5.72M +215,091 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$73M +$3.48M +130,847 +5%
WA
3
Wasatch Advisors
Utah
$68M +$47.8M +1,799,168 +299%
Ameriprise
4
Ameriprise
Minnesota
$49.4M -$184K -6,910 -0.4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$44.6M -$19.2M -722,954 -31%
Artisan Partners
6
Artisan Partners
Wisconsin
$37.3M +$7.69M +289,478 +28%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$34.8M -$742K -27,926 -2%
CIP
8
Champlain Investment Partners
Vermont
$31.8M -$3.7M -139,290 -11%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$30.2M -$6M -225,820 -17%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$29.5M +$2.71M +101,823 +11%
Victory Capital Management
11
Victory Capital Management
Texas
$25.4M +$12.3M +461,748 +106%
State Street
12
State Street
Massachusetts
$24.8M +$1.05M +39,431 +5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$24.1M +$2.03M +76,342 +10%
Aberdeen Group
14
Aberdeen Group
United Kingdom
$24M -$1.86M -69,991 -8%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$21.8M +$195K +7,320 +1%
GGHC
16
Gilder Gagnon Howe & Co
New York
$20.9M -$495K -18,612 -2%
WCM
17
Woodson Capital Management
Connecticut
$19.2M +$18M +679,062 New
GKIM
18
GW&K Investment Management
Massachusetts
$18.8M -$482K -18,153 -3%
GIM
19
Granahan Investment Management
Massachusetts
$18.6M -$2.31M -86,938 -12%
Two Sigma Investments
20
Two Sigma Investments
New York
$13.9M -$5.21M -195,936 -29%
DCM
21
Driehaus Capital Management
Illinois
$13.6M +$3.4M +127,987 +36%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$13M +$2.13M +80,128 +21%
SAM
23
Stansberry Asset Management
Texas
$12.8M +$253K +9,526 +2%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$12.5M -$4.33M -163,100 -27%
SCA
25
Summit Creek Advisors
Minnesota
$11.3M +$1.6M +60,157 +18%

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.