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Westrock Coffee
WEST

Overview Fund Activity

74 hedge funds and large institutions have $299M invested in Westrock Coffee in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
74
Holders Change
+17
Holders Change %
+29.82%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
26
Reduced
12
Closed
9
Calls
$8M
Puts
$4.19M
Net Calls
+$3.81M
Net Calls Change
+$583K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$17.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.5M
3
BlackRock
3
BlackRock
New York
$16.9M
4
NI
4
NFC Investments
Tennessee
$33.8M
5
State Street
5
State Street
Massachusetts
$4.34M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$57.2M
2
SG
2
Stephens Group
Arkansas
$92.5M
3
HF
3
HRT Financial
New York
$0
4
AR
4
Advisory Research
Illinois
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1
Stephens Group
Arkansas
$92.5M -$782K -71,925 -0.8%
SAM
2
Southeastern Asset Management
Tennessee
$57.2M -$16.6M -1,528,930 -23%
NI
3
NFC Investments
Tennessee
$33.8M +$4.79M +440,867 +17%
Goldman Sachs
4
Goldman Sachs
New York
$17.6M +$17M +1,561,935 +2,639%
BlackRock
5
BlackRock
New York
$16.9M +$14.2M +1,302,649 +514%
Vanguard Group
6
Vanguard Group
Pennsylvania
$16.5M +$14.4M +1,323,993 +682%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$13.7M +$368K +33,845 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.8M +$3.11M +286,348 +185%
State Street
9
State Street
Massachusetts
$4.34M +$3.44M +316,480 +381%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.31M -$215K -19,796 -5%
Morgan Stanley
11
Morgan Stanley
New York
$3.68M +$2.35M +215,974 +176%
GI
12
GAMCO Investors
Connecticut
$2.8M +$2.8M +257,250 New
CB
13
Cadence Bank
Mississippi
$2.72M +$79.9K +7,354 +3%
Northern Trust
14
Northern Trust
Illinois
$2.44M +$2.11M +193,837 +630%
PSP
15
Principal Street Partners
Tennessee
$2.11M +$2.11M +194,347 New
PA
16
Paragon Advisors
Texas
$2.03M -$54.3K -5,000 -3%
RJA
17
Raymond James & Associates
Florida
$1.74M +$728K +66,937 +72%
Charles Schwab
18
Charles Schwab
California
$1.4M +$709K +65,229 +103%
DC
19
Davenport & Co
Virginia
$1.33M +$233K +21,450 +21%
DADC
20
D.A. Davidson & Co
Montana
$1.13M -$34.8K -3,197 -3%
MCM
21
MAI Capital Management
Ohio
$1.12M +$1.12M +103,250 New
FHC
22
Forest Hill Capital
Arkansas
$1.09M – – –
AWS
23
Atria Wealth Solutions
New York
$1.07M -$12K -1,100 -1%
DT
24
Diversified Trust
Tennessee
$1.01M – – –
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$941K +$941K +86,575 New
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