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Westrock Coffee

106 hedge funds and large institutions have $367M invested in Westrock Coffee in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

18% more funds holding

Funds holding: 90106 (+16)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.6% less ownership

Funds ownership: 40.62%40.02% (-0.6%)

1% less capital invested

Capital invested by funds: $369M → $367M (-$2.9M)

32% less call options, than puts

Call options by funds: $3.22M | Put options by funds: $4.73M

Holders
106
Holders Change
+16
Holders Change %
+17.78%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
39
Reduced
17
Closed
8
Calls
$3.22M
Puts
$4.73M
Net Calls
-$1.51M
Net Calls Change
+$192K
Name Holding Trade Value Shares
Change
Change in
Stake
S
51
SignatureFD
Georgia
$256K
BFG
52
Bleakley Financial Group
New Jersey
$230K +$231K +22,491 New
SW
53
Simplicity Wealth
New Jersey
$230K +$231K +22,441 New
AIA
54
Alera Investment Advisors
Illinois
$225K +$226K +22,023 New
UBS Group
55
UBS Group
Switzerland
$223K -$110K -10,716 -33%
BRWA
56
B. Riley Wealth Advisors
Florida
$198K +$1.42K +138 +0.7%
MIM
57
MetLife Investment Management
New Jersey
$195K +$36.3K +3,530 +23%
Deutsche Bank
58
Deutsche Bank
Germany
$194K +$4.85K +472 +3%
AllianceBernstein
59
AllianceBernstein
Tennessee
$192K +$89.6K +8,720 +87%
CF
60
Corebridge Financial
Texas
$186K +$187K +18,228 New
AT
61
Arvest Trust
Oklahoma
$180K
MCA
62
Millennium Capital Advisors
Arkansas
$177K +$1.59K +155 +0.9%
TC
63
TownSquare Capital
Utah
$167K +$167K +16,282 New
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154K +$21.3K +2,070 +16%
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$150K +$151K +14,643 New
JP Morgan Chase
66
JP Morgan Chase
New York
$148K +$30.3K +2,947 +26%
Invesco
67
Invesco
Georgia
$145K +$8.28K +805 +6%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$134K -$1.55K -151 -1%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$129K +$129K +12,578 New
Barclays
70
Barclays
United Kingdom
$126K -$143K -13,955 -53%
SC
71
Savant Capital
Illinois
$124K +$124K +12,102 New
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$123K
PCM
73
Prelude Capital Management
New York
$120K +$120K +11,686 New
CCG
74
Catalina Capital Group
California
$117K +$117K +11,419 New
Wells Fargo
75
Wells Fargo
California
$116K +$24.1K +2,348 +26%

WEST Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q2 2024, worth a combined $367M — down 0.78% from $369M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new WEST positions and 8 closed out — a net gain of 17 holders — while 39 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $2.67M. The largest seller was David M. Knott Jr, exiting entirely with an estimated $4.89M sold.

  • 106 institutional investors held Westrock Coffee (WEST) as of Q2 2024, up from 90 in Q1 2024.
  • Funds reported $367M of Westrock Coffee stock for Q2 2024, down 0.78% quarter-over-quarter.
  • 25 funds opened new Westrock Coffee positions in Q2 2024 and 8 closed out, a net change of +17 holders.
  • The largest Westrock Coffee buyer in Q2 2024 was BlackRock, an estimated $2.67M added.
  • The largest Westrock Coffee seller in Q2 2024 was David M. Knott Jr, an estimated $4.89M sold.

Based on aggregated 13F filings for Q2 2024.