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Westrock Coffee
WEST

Overview Fund Activity

119 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, 23 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+6
Holders Change %
+5.31%
% 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
23
Closed
19
Calls
$1.21M
Puts
$1.83M
Net Calls
-$624K
Net Calls Change
-$1.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$15.6M
2
Millennium Management
Millennium Management
New York
$3.78M
3
UBS Group
UBS Group
Switzerland
$2.21M
4
Vanguard Group
Vanguard Group
Pennsylvania
$18.1M
5
SI
Stephens Inc
Arkansas
$1.52M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$1.07M
2
GI
GAMCO Investors
Connecticut
$0
3
PSP
Principal Street Partners
Tennessee
$1.25M
4
RP
Repertoire Partners
New York
$0
5
CB
Cadence Bank
Mississippi
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
101
EverSource Wealth Advisors
Alabama
$9.07K -$17K -2,641 -65%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$7K +$4.8K +704 +218%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$6.48K +$64 +10 +1%
Osaic Holdings
104
Osaic Holdings
Arizona
$6.46K -$16.3K -2,542 -72%
AB
105
Amalgamated Bank
New York
$6K – – –
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$4K -$17K -2,951 -81%
LC
107
Lindbrook Capital
California
$2.38K +$2.38K +370 New
US Bancorp
108
US Bancorp
Minnesota
$1.77K +$1.77K +275 New
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$1.45K +$1.28K +200 +800%
FFA
110
Farther Finance Advisors
California
$1.42K – – –
SS
111
SBI Securities
Japan
$1.28K +$1.28K +200 New
Russell Investments Group
112
Russell Investments Group
United Kingdom
$963 +$218 +34 +29%
AF
113
Allworth Financial
California
$289 +$289 +45 New
GI
114
GAMMA Investing
California
$257 +$257 +40 New
RIL
115
Rothschild Investment LLC
Illinois
$257 +$257 +40 New
SCM
116
Sterling Capital Management
North Carolina
$218 – – –
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$205 +$205 +32 New
GI
118
GAMCO Investors
Connecticut
– -$1.58M -243,600 Closed
RP
119
Repertoire Partners
New York
– -$650K -100,000 Closed
Squarepoint
120
Squarepoint
New York
– -$452K -69,547 Closed
OQS
121
Occudo Quantitative Strategies
Florida
– -$303K -46,634 Closed
PA
122
Paragon Advisors
Texas
– -$279K -42,852 Closed
AIS
123
AM Investment Strategies
Tennessee
– -$163K -25,000 Closed
BRWA
124
B. Riley Wealth Advisors
Florida
– -$159K -24,578 Closed
OPS
125
Orion Portfolio Solutions
Nebraska
– -$74.6K -11,477 Closed
2 3 4
5
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