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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.1M |
| 2 |
NI
NFC Investments
Memphis,
Tennessee
|
+$7.55M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.4M |
| 4 |
PA
Paragon Advisors
College Station,
Texas
|
+$2.36M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$978K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$15M |
| 2 |
SG
Stephens Group
Little Rock,
Arkansas
|
-$2.67M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$1.38M |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$258K |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$165K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $36.2K | +$36.4K | +2,958 | New |
|
52
UBS Group
Zurich,
Switzerland
| $33K | -$1.75K | -142 | -5% |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $12.2K | – | – | – |
|
54
Citigroup
New York
| $10.1K | +$37 | +3 | +0.4% |
|
|
NA
55
NewEdge Advisors
New Orleans,
Louisiana
| $6.34K | -$38.5K | -3,127 | -86% |
|
56
Wells Fargo
San Francisco,
California
| $3.77K | +$2.66K | +216 | +235% |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| $3K | -$5.36K | -435 | -64% |
|
|
PAMP
58
Polar Asset Management Partners
Toronto,
Ontario, Canada
| – | -$1.38M | -125,000 | Closed |
|
|
59
Simplex Trading
Chicago,
Illinois
| – | -$258K | -20,908 | -100% |
|
|
CSS
60
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$165K | -12,351 | Closed |
|
|
SOW
61
State of Wyoming
Cheyenne,
Wyoming
| – | -$33.7K | -2,522 | Closed |
|
|
CG
62
Cutler Group
San Francisco,
California
| – | -$4.41K | -358 | Closed |
|
63
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -110 | Closed |
|
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.