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Westrock Coffee
WEST

58 hedge funds and large institutions have $275M invested in Westrock Coffee in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

51% more call options, than puts

Call options by funds: $9.52M | Put options by funds: $6.3M

21% more funds holding

Funds holding: 48 → 58 (+10)

0.79% more ownership

Funds ownership: 29.04% → 29.83% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $282M → $275M (-$6.91M)

Holders
58
Holders Change
+10
Holders Change %
+20.83%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
25
Reduced
9
Closed
5
Calls
$9.52M
Puts
$6.3M
Net Calls
+$3.23M
Net Calls Change
+$5.91M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.1M
2
NI
NFC Investments
Tennessee
+$7.55M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.4M
4
PA
Paragon Advisors
Texas
+$2.36M
5
RJA
Raymond James & Associates
Florida
+$978K

Top Sellers

Rank Fund Capital Flow
1
SAM
Southeastern Asset Management
Tennessee
-$15M
2
SG
Stephens Group
Arkansas
-$2.67M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
-$1.38M
4
Simplex Trading
Simplex Trading
Illinois
-$258K
5
CSS
Cubist Systematic Strategies
Connecticut
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$554K -$41.9K -3,400 -7%
RVM
27
Robinson Value Management
Texas
$551K – – –
AR
28
Advisory Research
Illinois
$546K +$550K +44,623 New
Marshall Wace
29
Marshall Wace
United Kingdom
$527K +$530K +43,019 New
Jane Street
30
Jane Street
New York
$473K +$476K +38,626 New
Northern Trust
31
Northern Trust
Illinois
$377K +$7.64K +620 +2%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$353K +$2.19K +178 +0.6%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$352K +$42K +3,408 +13%
CS
34
Credit Suisse
Switzerland
$318K +$28.8K +2,336 +10%
SI
35
Stephens Inc
Arkansas
$317K +$61.1K +4,960 +24%
Bank of America
36
Bank of America
North Carolina
$289K +$165K +13,374 +131%
YIH
37
Y-Intercept (HK)
Hong Kong
$268K +$270K +21,902 New
AIS
38
AM Investment Strategies
Tennessee
$245K – – –
MCA
39
Millennium Capital Advisors
Arkansas
$181K +$35.3K +2,870 +24%
Millennium Management
40
Millennium Management
New York
$171K +$172K +13,987 New
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$163K +$164K +13,350 New
DC
42
Diametric Capital
Massachusetts
$161K +$162K +13,174 New
Verition Fund Management
43
Verition Fund Management
Connecticut
$157K +$158K +12,837 New
BCM
44
Brainard Capital Management
Texas
$147K – – –
JF
45
Jump Financial
Illinois
$142K +$143K +11,593 New
Squarepoint
46
Squarepoint
New York
$130K +$131K +10,643 New
Legal & General Group
47
Legal & General Group
United Kingdom
$118K +$10.4K +842 +10%
JP Morgan Chase
48
JP Morgan Chase
New York
$63K +$17.2K +1,400 +37%
WAM
49
Wolverine Asset Management
Illinois
$54.9K +$21.6K +1,754 +64%
HWA
50
HHM Wealth Advisors
Tennessee
$42.8K – – –
1
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3

WEST Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q1 2023, worth a combined $275M — down 2.4% from $282M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WEST positions and 5 closed out — a net gain of 10 holders — while 25 added to existing stakes and 9 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $15.1M. The largest seller was Southeastern Asset Management, cutting an estimated $15M.

  • 58 institutional investors held Westrock Coffee (WEST) as of Q1 2023, up from 48 in Q4 2022.
  • Funds reported $275M of Westrock Coffee stock for Q1 2023, down 2.4% quarter-over-quarter.
  • 15 funds opened new Westrock Coffee positions in Q1 2023 and 5 closed out, a net change of +10 holders.
  • The largest Westrock Coffee buyer in Q1 2023 was Fidelity Investments, an estimated $15.1M added.
  • The largest Westrock Coffee seller in Q1 2023 was Southeastern Asset Management, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2023.