We are live on ! Find out more
WEST icon

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
Invesco
76
Invesco
Georgia
$94.7K +$2.59K +378 +3%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$94.7K +$101K +14,750 New
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$87K +$17.8K +2,588 +24%
SAM
79
Summit Asset Management
Tennessee
$85.2K
Belvedere Trading
80
Belvedere Trading
Illinois
$84.4K +$21.6K +3,146 +31%
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$84.3K
VF
82
Virtu Financial
New York
$83K +$89.3K +13,005 New
PIMG
83
Patriot Investment Management Group
Tennessee
$77.4K
VOYA Investment Management
84
VOYA Investment Management
Georgia
$74.3K -$7.28K -1,060 -8%
RFC
85
Regions Financial Corp
Alabama
$67K -$15.2K -2,215 -18%
ASRS
86
Arizona State Retirement System
Arizona
$65.8K -$467 -68 -0.7%
BTI
87
Blue Trust Inc
Georgia
$49K -$24K -3,490 -31%
KK
88
KLP Kapitalforvaltning
Norway
$46.9K +$50.1K +7,300 New
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$42.6K
PFSRSONJ
90
Police & Firemen's Retirement System of New Jersey
New Jersey
$42.2K +$45.1K +6,571 New
Zurich Cantonal Bank
91
Zurich Cantonal Bank
Switzerland
$37.8K
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$37K +$39.6K +5,771 New
HCP
93
Hexagon Capital Partners
Arkansas
$25.7K
HWA
94
HHM Wealth Advisors
Tennessee
$22.5K
QT
95
Quantbot Technologies
New York
$22.3K +$23.8K +3,475 New
AIP
96
Ameritas Investment Partners
Nebraska
$21.3K
TRCT
97
Tower Research Capital (TRC)
New York
$19.4K +$2.2K +321 +12%
QCG
98
Quadrant Capital Group
Ohio
$13.2K +$14.1K +2,051 New
Jones Financial Companies
99
Jones Financial Companies
Missouri
$11.9K +$9.27K +1,350 +270%
VCM
100
Versant Capital Management
Arizona
$10.6K +$11.3K +1,648 New

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.