Westrock Coffee
WEST
89 hedge funds and large institutions have $365M invested in Westrock Coffee in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
30% more capital invested
Capital invested by funds: $281M → $365M (+$84.8M)
10% more funds holding
Funds holding: 81 → 89 (+8)
4.5% more ownership
Funds ownership: 36.15% → 40.65% (+4.5%)
8% more call options, than puts
Call options by funds: $7.5M | Put options by funds: $6.95M
7% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.56M |
| 2 |
Morgan Stanley
New York
|
+$2.27M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.43M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.42M |
| 5 |
BlackRock
New York
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.18M |
| 2 |
PSP
Principal Street Partners
Memphis,
Tennessee
|
-$1.73M |
| 3 |
SG
Stephens Group
Little Rock,
Arkansas
|
-$1.05M |
| 4 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$766K |
| 5 |
SCP
Silverleafe Capital Partners
Germantown,
Tennessee
|
-$734K |
WEST Hedge Fund Activity: Q4 2023 in Review
89 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q4 2023, worth a combined $365M — up 30% from $281M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WEST positions and 6 closed out — a net gain of 9 holders — while 28 added to existing stakes and 30 trimmed.
The largest buyer was Vanguard Group, adding an estimated $6.56M. The largest seller was Goldman Sachs, cutting an estimated $4.18M.
- 89 institutional investors held Westrock Coffee (WEST) as of Q4 2023, up from 81 in Q3 2023.
- Funds reported $365M of Westrock Coffee stock for Q4 2023, up 30% quarter-over-quarter.
- 15 funds opened new Westrock Coffee positions in Q4 2023 and 6 closed out, a net change of +9 holders.
- The largest Westrock Coffee buyer in Q4 2023 was Vanguard Group, an estimated $6.56M added.
- The largest Westrock Coffee seller in Q4 2023 was Goldman Sachs, an estimated $4.18M sold.
Based on aggregated 13F filings for Q4 2023.