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Westrock Coffee
WEST

75 hedge funds and large institutions have $299M invested in Westrock Coffee in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

91% more call options, than puts

Call options by funds: $8M | Put options by funds: $4.19M

29% more funds holding

Funds holding: 58 → 75 (+17)

8% more capital invested

Capital invested by funds: $275M → $299M (+$23.3M)

6.5% more ownership

Funds ownership: 29.83% → 36.33% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
75
Holders Change
+17
Holders Change %
+29.31%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
27
Reduced
12
Closed
9
Calls
$8M
Puts
$4.19M
Net Calls
+$3.81M
Net Calls Change
+$583K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$18.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$15.3M
3
BlackRock
BlackRock
New York
+$15.1M
4
NI
NFC Investments
Tennessee
+$5.11M
5
State Street
State Street
Massachusetts
+$3.67M

Top Sellers

Rank Fund Capital Flow
1
SAM
Southeastern Asset Management
Tennessee
-$17.7M
2
SG
Stephens Group
Arkansas
-$833K
3
HF
HRT Financial
New York
-$780K
4
AR
Advisory Research
Illinois
-$546K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$334K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
26
Horrell Capital Management
Arkansas
$823K +$34.8K +3,004 +4%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$773K +$824K +71,144 New
LPL Financial
28
LPL Financial
California
$579K +$92.7K +8,000 +18%
RRWA
29
Rainey & Randall Wealth Advisors
Florida
$544K – – –
Swiss National Bank
30
Swiss National Bank
Switzerland
$537K -$250K -21,600 -30%
KPF
31
K2 Principal Fund
Ontario, Canada
$510K – – –
RVM
32
Robinson Value Management
Texas
$489K – – –
Marshall Wace
33
Marshall Wace
United Kingdom
$464K -$3.87K -334 -0.8%
TC
34
TownSquare Capital
Utah
$425K +$453K +39,131 New
SI
35
Stephens Inc
Arkansas
$409K +$136K +11,775 +46%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$320K +$6.09K +526 +2%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$313K +$334K +28,792 New
CS
38
Credit Suisse
Switzerland
$288K +$5.48K +473 +2%
RDWM
39
Red Door Wealth Management
Tennessee
$272K +$290K +25,000 New
JP Morgan Chase
40
JP Morgan Chase
New York
$241K +$197K +17,033 +329%
Jane Street
41
Jane Street
New York
$238K -$194K -16,727 -43%
AIS
42
AM Investment Strategies
Tennessee
$217K – – –
Legal & General Group
43
Legal & General Group
United Kingdom
$214K +$116K +10,043 +104%
UBS Group
44
UBS Group
Switzerland
$207K +$190K +16,388 +609%
Deutsche Bank
45
Deutsche Bank
Germany
$182K +$159K +13,762 +465%
MIM
46
MetLife Investment Management
New Jersey
$169K +$180K +15,532 New
Invesco
47
Invesco
Georgia
$169K +$180K +15,512 New
MCA
48
Millennium Capital Advisors
Arkansas
$162K +$1.74K +150 +1%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$157K +$168K +14,488 New
AIG
50
American International Group
New York
$149K +$158K +13,673 New
1
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WEST Hedge Fund Activity: Q2 2023 in Review

75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q2 2023, worth a combined $299M — up 8.5% from $275M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WEST positions and 9 closed out — a net gain of 18 holders — while 27 added to existing stakes and 12 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $18.1M. The largest seller was Southeastern Asset Management, cutting an estimated $17.7M.

  • 75 institutional investors held Westrock Coffee (WEST) as of Q2 2023, up from 58 in Q1 2023.
  • Funds reported $299M of Westrock Coffee stock for Q2 2023, up 8.5% quarter-over-quarter.
  • 27 funds opened new Westrock Coffee positions in Q2 2023 and 9 closed out, a net change of +18 holders.
  • The largest Westrock Coffee buyer in Q2 2023 was Goldman Sachs, an estimated $18.1M added.
  • The largest Westrock Coffee seller in Q2 2023 was Southeastern Asset Management, an estimated $17.7M sold.

Based on aggregated 13F filings for Q2 2023.