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Westrock Coffee
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Overview Fund Activity

88 hedge funds and large institutions have $365M invested in Westrock Coffee in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
15
Increased
27
Reduced
30
Closed
6
Calls
$7.5M
Puts
$6.95M
Net Calls
+$554K
Net Calls Change
+$1.24M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$21M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.8M
3
State Street
3
State Street
Massachusetts
$6.12M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$18.4M
5
BlackRock
5
BlackRock
New York
$19.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$11.4M
2
PSP
2
Principal Street Partners
Tennessee
$2M
3
SG
3
Stephens Group
Arkansas
$84.7M
4
SAM
4
Southeastern Asset Management
Tennessee
$56.2M
5
SCP
5
Silverleafe Capital Partners
Tennessee
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SG
1
Stephens Group
Arkansas
$84.7M 8,292,697 -117,397 -1%
SAM
2
Southeastern Asset Management
Tennessee
$56.2M 5,506,996 -85,581 -2%
SCP
3
Silverleafe Capital Partners
Tennessee
$41.4M 4,053,466 -82,000 -2%
NI
4
NFC Investments
Tennessee
$35.4M 3,468,708 +3,468,708 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$21M 2,060,239 +733,081 +55%
BlackRock
6
BlackRock
New York
$19.7M 1,928,567 +120,397 +7%
BBHC
7
Brown Brothers Harriman & Co
New York
$19.2M 1,876,688 – –
Fidelity Investments
8
Fidelity Investments
Massachusetts
$18.4M 1,799,365 +159,111 +10%
Goldman Sachs
9
Goldman Sachs
New York
$11.4M 1,121,104 -466,831 -29%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.76M 662,016 +31,520 +5%
State Street
11
State Street
Massachusetts
$6.12M 599,755 +159,440 +36%
Morgan Stanley
12
Morgan Stanley
New York
$4.8M 470,510 +253,635 +117%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.97M 388,640 -7,807 -2%
Northern Trust
14
Northern Trust
Illinois
$2.71M 265,257 +8,950 +3%
CB
15
Cadence Bank
Mississippi
$2.55M 250,000 – –
GI
16
GAMCO Investors
Connecticut
$2.49M 243,650 +500 +0.2%
Charles Schwab
17
Charles Schwab
California
$2.41M 236,524 +10,604 +5%
RJA
18
Raymond James & Associates
Florida
$2.41M 235,642 -36,902 -14%
PSP
19
Principal Street Partners
Tennessee
$2M 195,800 -192,894 -50%
DC
20
Davenport & Co
Virginia
$1.67M 163,640 +4,965 +3%
SI
21
Stephens Inc
Arkansas
$1.41M 138,532 +92,000 +198%
PA
22
Paragon Advisors
Texas
$1.37M 134,600 -20,000 -13%
DT
23
Diversified Trust
Tennessee
$1.15M 112,650 -23 -0%
MCM
24
MAI Capital Management
Ohio
$1.05M 103,250 – –
FHC
25
Forest Hill Capital
Arkansas
$1.02M 100,000 – –
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