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Westrock Coffee
WEST

Overview Fund Activity

80 hedge funds and large institutions have $280M invested in Westrock Coffee in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
26
Reduced
23
Closed
8
Calls
$5.44M
Puts
$6.12M
Net Calls
-$683K
Net Calls Change
-$4.49M

Top Buyers

1
SCP
1
Silverleafe Capital Partners
Tennessee
$36.6M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$16.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$14.5M
4
SAM
4
Southeastern Asset Management
Tennessee
$49.6M
5
BlackRock
5
BlackRock
New York
$16M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.92M
3
AWS
3
Atria Wealth Solutions
New York
$0
4
SG
4
Stephens Group
Arkansas
$74.5M
5
KPF
5
K2 Principal Fund
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SG
1
Stephens Group
Arkansas
$74.5M 8,410,094 -102,884 -1%
SAM
2
Southeastern Asset Management
Tennessee
$49.6M 5,592,577 +327,723 +6%
SCP
3
Silverleafe Capital Partners
Tennessee
$36.6M 4,135,466 +4,135,466 New
BBHC
4
Brown Brothers Harriman & Co
New York
$16.6M 1,876,688 +1,876,688 New
BlackRock
5
BlackRock
New York
$16M 1,808,170 +252,249 +16%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$14.5M 1,640,254 +378,866 +30%
Goldman Sachs
7
Goldman Sachs
New York
$14.1M 1,587,935 -33,177 -2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$11.8M 1,327,158 -190,834 -13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.59M 630,496 +189,241 +43%
State Street
10
State Street
Massachusetts
$3.9M 440,315 +40,685 +10%
HighTower Advisors
11
HighTower Advisors
Illinois
$3.51M 396,447 – –
PSP
12
Principal Street Partners
Tennessee
$3.44M 388,694 +194,347 +100%
RJA
13
Raymond James & Associates
Florida
$2.41M 272,544 +112,254 +70%
Northern Trust
14
Northern Trust
Illinois
$2.27M 256,307 +31,686 +14%
CB
15
Cadence Bank
Mississippi
$2.22M 250,000 – –
GI
16
GAMCO Investors
Connecticut
$2.15M 243,150 -14,100 -5%
Charles Schwab
17
Charles Schwab
California
$2M 225,920 +97,233 +76%
Morgan Stanley
18
Morgan Stanley
New York
$1.92M 216,875 -121,786 -36%
DC
19
Davenport & Co
Virginia
$1.41M 158,675 +36,550 +30%
PA
20
Paragon Advisors
Texas
$1.37M 154,600 -31,984 -17%
DT
21
Diversified Trust
Tennessee
$998K 112,673 +19,573 +21%
MCM
22
MAI Capital Management
Ohio
$915K 103,250 – –
DADC
23
D.A. Davidson & Co
Montana
$897K 101,276 -2,805 -3%
FHC
24
Forest Hill Capital
Arkansas
$886K 100,000 – –
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$767K 86,575 – –
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