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Westrock Coffee

48 hedge funds and large institutions have $282M invested in Westrock Coffee in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

35% more capital invested

Capital invested by funds: $209M → $282M (+$73.9M)

26% more funds holding

Funds holding: 3848 (+10)

0.9% more ownership

Funds ownership: 28.14%29.04% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

27% less call options, than puts

Call options by funds: $7.41M | Put options by funds: $10.1M

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
12
Reduced
8
Closed
7
Calls
$7.41M
Puts
$10.1M
Net Calls
-$2.68M
Net Calls Change
-$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$339K +$303K +25,388 New
CS
27
Credit Suisse
Switzerland
$316K +$282K +23,594 +31,884%
SI
28
Stephens Inc
Arkansas
$279K -$1.02M -85,743 -80%
Simplex Trading
29
Simplex Trading
Illinois
$279K -$41.4K -3,469 -14%
AIS
30
AM Investment Strategies
Tennessee
$267K
RJA
31
Raymond James & Associates
Florida
$186K +$43.4K +3,633 +35%
CSS
32
Cubist Systematic Strategies
Connecticut
$165K -$10.8K -900 -7%
BCM
33
Brainard Capital Management
Texas
$160K +$143K +12,000 New
MCA
34
Millennium Capital Advisors
Arkansas
$159K +$17.9K +1,500 +14%
Bank of America
35
Bank of America
North Carolina
$137K +$122K +10,215 +34,050%
Legal & General Group
36
Legal & General Group
United Kingdom
$117K +$105K +8,787 New
JP Morgan Chase
37
JP Morgan Chase
New York
$50K -$1.45M -121,639 -97%
HWA
38
HHM Wealth Advisors
Tennessee
$46.8K
NA
39
NewEdge Advisors
Louisiana
$41.8K +$43.5K +3,645 New
UBS Group
40
UBS Group
Switzerland
$37.9K +$11.1K +926 +49%
WAM
41
Wolverine Asset Management
Illinois
$36.5K -$75.7K -6,341 -70%
SOW
42
State of Wyoming
Wyoming
$33.7K +$30.1K +2,522 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$13.4K +$11.9K +1,000 New
Citigroup
44
Citigroup
New York
$11K +$9.83K +823 New
TRCT
45
Tower Research Capital (TRC)
New York
$9K
CG
46
Cutler Group
California
$4K -$2.56K -214 -37%
Wells Fargo
47
Wells Fargo
California
$1.23K +$1.1K +92 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1K +$1.31K +110 New
GI
49
GAMCO Investors
Connecticut
-$2.25M -218,100 Closed
RCM
50
Radcliffe Capital Management
Pennsylvania
-$1.16M -125,000 Closed

WEST Hedge Fund Activity: Q4 2022 in Review

48 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q4 2022, worth a combined $282M — up 35% from $209M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WEST positions and 7 closed out — a net gain of 10 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock, adding an estimated $2.76M. The largest seller was GAMCO Investors, exiting entirely with an estimated $2.25M sold.

  • 48 institutional investors held Westrock Coffee (WEST) as of Q4 2022, up from 38 in Q3 2022.
  • Funds reported $282M of Westrock Coffee stock for Q4 2022, up 35% quarter-over-quarter.
  • 17 funds opened new Westrock Coffee positions in Q4 2022 and 7 closed out, a net change of +10 holders.
  • The largest Westrock Coffee buyer in Q4 2022 was BlackRock, an estimated $2.76M added.
  • The largest Westrock Coffee seller in Q4 2022 was GAMCO Investors, an estimated $2.25M sold.

Based on aggregated 13F filings for Q4 2022.