Westrock Coffee
WEST
81 hedge funds and large institutions have $281M invested in Westrock Coffee in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
17% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 23
8% more funds holding
Funds holding: 75 → 81 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.18% less ownership
Funds ownership: 36.33% → 36.15% (-0.18%)
6% less capital invested
Capital invested by funds: $299M → $281M (-$18.2M)
11% less call options, than puts
Call options by funds: $5.44M | Put options by funds: $6.12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Silverleafe Capital Partners
Germantown,
Tennessee
|
+$43.1M |
| 2 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$19.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.94M |
| 4 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$3.41M |
| 5 |
BlackRock
New York
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.99M |
| 2 |
Morgan Stanley
New York
|
-$1.27M |
| 3 |
SG
Stephens Group
Little Rock,
Arkansas
|
-$1.07M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$1.07M |
| 5 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
-$510K |
WEST Hedge Fund Activity: Q3 2023 in Review
81 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q3 2023, worth a combined $281M — down 6.1% from $299M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WEST positions and 8 closed out — a net gain of 7 holders — while 27 added to existing stakes and 23 trimmed.
The largest buyer was Silverleafe Capital Partners, opening a new position worth an estimated $43.1M. The largest seller was Vanguard Group, cutting an estimated $1.99M.
- 81 institutional investors held Westrock Coffee (WEST) as of Q3 2023, up from 75 in Q2 2023.
- Funds reported $281M of Westrock Coffee stock for Q3 2023, down 6.1% quarter-over-quarter.
- 15 funds opened new Westrock Coffee positions in Q3 2023 and 8 closed out, a net change of +7 holders.
- The largest Westrock Coffee buyer in Q3 2023 was Silverleafe Capital Partners, an estimated $43.1M added.
- The largest Westrock Coffee seller in Q3 2023 was Vanguard Group, an estimated $1.99M sold.
Based on aggregated 13F filings for Q3 2023.