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Westrock Coffee
WEST

48 hedge funds and large institutions have $282M invested in Westrock Coffee in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

35% more capital invested

Capital invested by funds: $209M → $282M (+$73.9M)

26% more funds holding

Funds holding: 38 → 48 (+10)

0.9% more ownership

Funds ownership: 28.14% → 29.04% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

27% less call options, than puts

Call options by funds: $7.41M | Put options by funds: $10.1M

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
12
Reduced
8
Closed
7
Calls
$7.41M
Puts
$10.1M
Net Calls
-$2.68M
Net Calls Change
-$5.63M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.76M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.95M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.95M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.76M
5
DADC
D.A. Davidson & Co
Montana
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
-$2.25M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.45M
3
RCM
Radcliffe Capital Management
Pennsylvania
-$1.16M
4
SI
Stephens Inc
Arkansas
-$1.02M
5
Millennium Management
Millennium Management
New York
-$637K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1
Stephens Group
Arkansas
$118M – – –
SAM
2
Southeastern Asset Management
Tennessee
$107M – – –
NI
3
NFC Investments
Tennessee
$27.4M +$1.2M +100,500 +5%
BlackRock
4
BlackRock
New York
$3.14M +$2.76M +231,454 +6,734%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.96M +$1.95M +163,207 +280%
CB
6
Cadence Bank
Mississippi
$2.84M +$1.1M +92,246 +77%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.19M +$1.95M +163,597 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.97M +$1.76M +147,591 New
DADC
9
D.A. Davidson & Co
Montana
$1.49M +$1.33M +111,381 New
PAMP
10
Polar Asset Management Partners
Ontario, Canada
$1.38M – – –
FHC
11
Forest Hill Capital
Arkansas
$1.34M – – –
AWS
12
Atria Wealth Solutions
New York
$1.33M – – –
DT
13
Diversified Trust
Tennessee
$1.24M – – –
Swiss National Bank
14
Swiss National Bank
Switzerland
$1.07M +$953K +79,800 New
DC
15
Davenport & Co
Virginia
$1.04M -$220K -18,450 -19%
Charles Schwab
16
Charles Schwab
California
$825K +$738K +61,741 New
Morgan Stanley
17
Morgan Stanley
New York
$808K +$601K +50,344 +496%
LPL Financial
18
LPL Financial
California
$651K -$10.9K -910 -2%
KPF
19
K2 Principal Fund
Ontario, Canada
$626K – – –
State Street
20
State Street
Massachusetts
$612K +$548K +45,832 New
RVM
21
Robinson Value Management
Texas
$601K – – –
HCM
22
Horrell Capital Management
Arkansas
$448K +$2.21K +185 +0.6%
Northern Trust
23
Northern Trust
Illinois
$403K +$360K +30,164 New
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$383K +$343K +28,694 New
Goldman Sachs
25
Goldman Sachs
New York
$378K +$200K +16,774 +145%
1
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WEST Hedge Fund Activity: Q4 2022 in Review

48 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q4 2022, worth a combined $282M — up 35% from $209M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WEST positions and 7 closed out — a net gain of 10 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock, adding an estimated $2.76M. The largest seller was GAMCO Investors, exiting entirely with an estimated $2.25M sold.

  • 48 institutional investors held Westrock Coffee (WEST) as of Q4 2022, up from 38 in Q3 2022.
  • Funds reported $282M of Westrock Coffee stock for Q4 2022, up 35% quarter-over-quarter.
  • 17 funds opened new Westrock Coffee positions in Q4 2022 and 7 closed out, a net change of +10 holders.
  • The largest Westrock Coffee buyer in Q4 2022 was BlackRock, an estimated $2.76M added.
  • The largest Westrock Coffee seller in Q4 2022 was GAMCO Investors, an estimated $2.25M sold.

Based on aggregated 13F filings for Q4 2022.