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Westrock Coffee
WEST

Overview Fund Activity

89 hedge funds and large institutions have $369M invested in Westrock Coffee in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
22
Reduced
26
Closed
14
Calls
$7.07M
Puts
$8.77M
Net Calls
-$1.7M
Net Calls Change
-$2.26M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$26.2M
2
DMKJ
David M. Knott Jr
$4.89M
3
MCM
Marathon Capital Management
Maryland
$618K
4
State Street
State Street
Massachusetts
$6.5M
5
RJA
Raymond James & Associates
Florida
$2.72M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.39M
2
Goldman Sachs
Goldman Sachs
New York
$8.71M
3
HighTower Advisors
HighTower Advisors
Illinois
$2.23M
4
DADC
D.A. Davidson & Co
Montana
$0
5
BlackRock
BlackRock
New York
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
Wolverine Asset Management
Illinois
$23.6K – – –
EWA
77
EverSource Wealth Advisors
Alabama
$21.1K +$20K +1,970 +1,858%
TCM
78
TD Capital Management
Tennessee
$19.2K – – –
Osaic Holdings
79
Osaic Holdings
Arizona
$17K -$19.6K -1,895 -54%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$16.6K – – –
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$10.3K – – –
AB
82
Amalgamated Bank
New York
$10K -$32K -3,063 -76%
QT
83
Quantbot Technologies
New York
$5.81K +$5.81K +562 New
TRCT
84
Tower Research Capital (TRC)
New York
$3.75K -$93.3K -9,034 -96%
Citadel Advisors
85
Citadel Advisors
Florida
$2.9K +$2.9K +281 New
Russell Investments Group
86
Russell Investments Group
United Kingdom
$1.58K -$2.44K -236 -61%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +105 New
AWM
88
Avior Wealth Management
Nebraska
$41 +$41 +4 New
DADC
89
D.A. Davidson & Co
Montana
– -$980K -96,002 Closed
LPL Financial
90
LPL Financial
California
– -$508K -49,800 Closed
RRWA
91
Rainey & Randall Wealth Advisors
Florida
– -$404K -39,547 Closed
MSAM
92
Moloney Securities Asset Management
Missouri
– -$337K -33,000 Closed
LCWP
93
Legacy Capital Wealth Partners
Arkansas
– -$179K -17,523 Closed
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
– -$148K -14,488 Closed
VOYA Investment Management
95
VOYA Investment Management
Georgia
– -$128K -12,519 Closed
Simplex Trading
96
Simplex Trading
Illinois
– -$121K -11,907 Closed
TC
97
TownSquare Capital
Utah
– -$114K -11,196 Closed
GCM
98
Gladius Capital Management
Illinois
– -$37.4K -3,664 Closed
FHA
99
First Horizon Advisors
Tennessee
– -$28.4K -2,780 Closed
Group One Trading
100
Group One Trading
Illinois
– -$16K -1,571 Closed
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