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Westrock Coffee

120 hedge funds and large institutions have $251M invested in Westrock Coffee in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 24

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

5% more funds holding

Funds holding: 114120 (+6)

1% more capital invested

Capital invested by funds: $249M → $251M (+$1.56M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.62% less ownership

Funds ownership: 43.12%41.51% (-1.6%)

34% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.83M

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
47
Reduced
24
Closed
19
Calls
$1.21M
Puts
$1.83M
Net Calls
-$624K
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$180K -$1.06K -155 -0.5%
GG
52
Greenwood Gearhart
Arkansas
$177K +$2.06K +300 +1%
Creative Planning
53
Creative Planning
Kansas
$176K +$189K +27,467 New
EGM
54
Engineers Gate Manager
New York
$172K +$184K +26,768 New
LCWP
55
Legacy Capital Wealth Partners
Arkansas
$168K -$70.6K -10,289 -28%
S
56
SignatureFD
Georgia
$168K +$7.64K +1,114 +4%
MIM
57
MetLife Investment Management
New Jersey
$166K +$47.1K +6,862 +36%
RDWM
58
Red Door Wealth Management
Tennessee
$161K
NW
59
Naviter Wealth
Arkansas
$149K +$159K +23,180 New
ABTD
60
Arvest Bank Trust Division
Oklahoma
$145K +$34.3K +5,000 +28%
Pathstone Holdings
61
Pathstone Holdings
New Jersey
$140K +$68.6K +10,000 +83%
SC
62
Savant Capital
Illinois
$132K +$141K +20,489 New
AllianceBernstein
63
AllianceBernstein
Tennessee
$131K
Mirae Asset Global ETFs Holdings
64
Mirae Asset Global ETFs Holdings
Hong Kong
$124K +$4.92K +717 +4%
A
65
AlphaQuest
New York
$121K -$287K -41,860 -69%
IIM
66
INTECH Investment Management
Florida
$120K +$53.7K +7,822 +72%
LIM
67
Lathrop Investment Management
Arkansas
$111K +$118K +17,215 New
CF
68
Corebridge Financial
Texas
$108K -$10.3K -1,495 -8%
Wells Fargo
69
Wells Fargo
California
$105K +$36.1K +5,264 +48%
Jane Street
70
Jane Street
New York
$104K +$6.09K +887 +6%
TC
71
TownSquare Capital
Utah
$104K +$35.2K +5,131 +47%
MCA
72
Millennium Capital Advisors
Arkansas
$102K -$2.37K -345 -2%
JP Morgan Chase
73
JP Morgan Chase
New York
$96.6K +$1.02K +148 +1%
FHA
74
First Horizon Advisors
Tennessee
$96.3K +$103K +15,000 New
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.9K +$858 +125 +0.9%

WEST Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q4 2024, worth a combined $251M — up 0.63% from $249M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WEST positions and 19 closed out — a net gain of 8 holders — while 47 added to existing stakes and 24 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.37M. The largest seller was Goldman Sachs, cutting an estimated $3.66M.

  • 120 institutional investors held Westrock Coffee (WEST) as of Q4 2024, up from 114 in Q3 2024.
  • Funds reported $251M of Westrock Coffee stock for Q4 2024, up 0.63% quarter-over-quarter.
  • 27 funds opened new Westrock Coffee positions in Q4 2024 and 19 closed out, a net change of +8 holders.
  • The largest Westrock Coffee buyer in Q4 2024 was Fidelity Investments, an estimated $4.37M added.
  • The largest Westrock Coffee seller in Q4 2024 was Goldman Sachs, an estimated $3.66M sold.

Based on aggregated 13F filings for Q4 2024.