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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
LFG
101
Larson Financial Group
Missouri
$9.47K +$10.1K +1,475 New
EWA
102
EverSource Wealth Advisors
Alabama
$9.07K -$18.1K -2,641 -65%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$7K +$4.83K +704 +218%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$6.48K +$69 +10 +1%
Osaic Holdings
105
Osaic Holdings
Arizona
$6.46K -$17.4K -2,542 -72%
AB
106
Amalgamated Bank
New York
$6K
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$4K -$20.3K -2,951 -81%
LC
108
Lindbrook Capital
California
$2.38K +$2.54K +370 New
US Bancorp
109
US Bancorp
Minnesota
$1.77K +$1.89K +275 New
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$1.45K +$1.37K +200 +800%
FFA
111
Farther Finance Advisors
California
$1.42K
SS
112
SBI Securities
Japan
$1.28K +$1.37K +200 New
Russell Investments Group
113
Russell Investments Group
United Kingdom
$963 +$233 +34 +29%
AF
114
Allworth Financial
California
$289 +$309 +45 New
GI
115
GAMMA Investing
California
$257 +$275 +40 New
RIL
116
Rothschild Investment LLC
Illinois
$257 +$275 +40 New
SCM
117
Sterling Capital Management
North Carolina
$218
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$205 +$220 +32 New
GI
119
GAMCO Investors
Connecticut
-$1.58M -243,600 Closed
RP
120
Repertoire Partners
New York
-$650K -100,000 Closed
Squarepoint
121
Squarepoint
New York
-$452K -69,547 Closed
OQS
122
Occudo Quantitative Strategies
Florida
-$303K -46,634 Closed
PA
123
Paragon Advisors
Texas
-$279K -42,852 Closed
AIS
124
AM Investment Strategies
Tennessee
-$163K -25,000 Closed
BRWA
125
B. Riley Wealth Advisors
Florida
-$159K -24,578 Closed

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.