Westrock Coffee
WEST
75 hedge funds and large institutions have $299M invested in Westrock Coffee in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 9 closing their positions.
200% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 9
125% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 12
91% more call options, than puts
Call options by funds: $8M | Put options by funds: $4.19M
29% more funds holding
Funds holding: 58 → 75 (+17)
8% more capital invested
Capital invested by funds: $275M → $299M (+$23.3M)
6.5% more ownership
Funds ownership: 29.83% → 36.33% (+6.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$18.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.3M |
| 3 |
BlackRock
New York
|
+$15.1M |
| 4 |
NI
NFC Investments
Memphis,
Tennessee
|
+$5.11M |
| 5 |
State Street
Boston,
Massachusetts
|
+$3.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$17.7M |
| 2 |
SG
Stephens Group
Little Rock,
Arkansas
|
-$833K |
| 3 |
HF
HRT Financial
New York
|
-$780K |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
-$546K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$334K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AR
76
Advisory Research
Chicago,
Illinois
| – | -$546K | -44,623 | Closed |
|
|
77
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$334K | -28,796 | Closed |
|
|
YIH
78
Y-Intercept (HK)
Hong Kong
| – | -$268K | -21,902 | Closed |
|
79
Millennium Management
New York
| – | -$171K | -13,987 | Closed |
|
|
DC
80
Diametric Capital
Boston,
Massachusetts
| – | -$161K | -13,174 | Closed |
|
81
Verition Fund Management
Greenwich,
Connecticut
| – | -$157K | -12,837 | Closed |
|
|
JF
82
Jump Financial
Chicago,
Illinois
| – | -$142K | -11,593 | Closed |
|
83
Squarepoint
New York
| – | -$130K | -10,643 | Closed |
|
WEST Hedge Fund Activity: Q2 2023 in Review
75 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q2 2023, worth a combined $299M — up 8.5% from $275M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new WEST positions and 9 closed out — a net gain of 18 holders — while 27 added to existing stakes and 12 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $18.1M. The largest seller was Southeastern Asset Management, cutting an estimated $17.7M.
- 75 institutional investors held Westrock Coffee (WEST) as of Q2 2023, up from 58 in Q1 2023.
- Funds reported $299M of Westrock Coffee stock for Q2 2023, up 8.5% quarter-over-quarter.
- 27 funds opened new Westrock Coffee positions in Q2 2023 and 9 closed out, a net change of +18 holders.
- The largest Westrock Coffee buyer in Q2 2023 was Goldman Sachs, an estimated $18.1M added.
- The largest Westrock Coffee seller in Q2 2023 was Southeastern Asset Management, an estimated $17.7M sold.
Based on aggregated 13F filings for Q2 2023.