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Westrock Coffee
WEST

Overview Fund Activity

57 hedge funds and large institutions have $275M invested in Westrock Coffee in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
24
Reduced
9
Closed
5
Calls
$9.52M
Puts
$6.3M
Net Calls
+$3.23M
Net Calls Change
+$5.91M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15M
2
NI
2
NFC Investments
Tennessee
$32.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$5.09M
4
PA
4
Paragon Advisors
Texas
$2.34M
5
RJA
5
Raymond James & Associates
Florida
$1.14M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$83.2M
2
SG
2
Stephens Group
Arkansas
$105M
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$0
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
Swiss National Bank
5
Swiss National Bank
Switzerland
$869K
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1
Stephens Group
Arkansas
$105M -$2.65M -216,663 -2%
SAM
2
Southeastern Asset Management
Tennessee
$83.2M -$14.9M -1,214,216 -15%
NI
3
NFC Investments
Tennessee
$32.6M +$7.51M +613,194 +30%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$15M +$15M +1,227,543 New
HighTower Advisors
5
HighTower Advisors
Illinois
$5.09M +$2.38M +194,792 +88%
BlackRock
6
BlackRock
New York
$3.1M +$225K +18,381 +8%
CB
7
Cadence Bank
Mississippi
$2.97M +$372K +30,400 +14%
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.37M +$372K +30,402 +19%
PA
9
Paragon Advisors
Texas
$2.34M +$2.34M +191,584 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.9M +$89.5K +7,316 +5%
Morgan Stanley
11
Morgan Stanley
New York
$1.5M +$761K +62,185 +103%
DADC
12
D.A. Davidson & Co
Montana
$1.31M -$50.2K -4,103 -4%
DC
13
Davenport & Co
Virginia
$1.23M +$275K +22,450 +29%
FHC
14
Forest Hill Capital
Arkansas
$1.22M – – –
AWS
15
Atria Wealth Solutions
New York
$1.22M – – –
RJA
16
Raymond James & Associates
Florida
$1.14M +$972K +79,409 +569%
DT
17
Diversified Trust
Tennessee
$1.14M – – –
State Street
18
State Street
Massachusetts
$1.02M +$457K +37,318 +81%
HCM
19
Horrell Capital Management
Arkansas
$890K +$480K +39,184 +117%
Swiss National Bank
20
Swiss National Bank
Switzerland
$869K -$108K -8,800 -11%
HF
21
HRT Financial
New York
$780K +$780K +63,757 New
Charles Schwab
22
Charles Schwab
California
$777K +$21K +1,717 +3%
Goldman Sachs
23
Goldman Sachs
New York
$724K +$378K +30,873 +109%
RRWA
24
Rainey & Randall Wealth Advisors
Florida
$612K +$612K +50,000 New
KPF
25
K2 Principal Fund
Ontario, Canada
$574K – – –
1
2 3