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Westrock Coffee

120 hedge funds and large institutions have $251M invested in Westrock Coffee in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 24

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

5% more funds holding

Funds holding: 114120 (+6)

1% more capital invested

Capital invested by funds: $249M → $251M (+$1.56M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.62% less ownership

Funds ownership: 43.12%41.51% (-1.6%)

34% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.83M

Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
47
Reduced
24
Closed
19
Calls
$1.21M
Puts
$1.83M
Net Calls
-$624K
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Stephens Group
Arkansas
$52.1M
SAM
2
Southeastern Asset Management
Tennessee
$31.3M
SCP
3
Silverleafe Capital Partners
Tennessee
$30.4M +$288 +42 +0%
NI
4
NFC Investments
Tennessee
$26M +$23K +3,355 +0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.1M +$1.37M +199,939 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$15.6M +$4.37M +636,173 +35%
BlackRock
7
BlackRock
New York
$14.7M +$499K +72,682 +3%
BBHC
8
Brown Brothers Harriman & Co
New York
$12M
ZA
9
Zazove Associates
Nevada
$5.61M -$85.9K -12,510 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.4M +$240K +34,901 +4%
State Street
11
State Street
Massachusetts
$4.43M +$282K +41,139 +6%
Millennium Management
12
Millennium Management
New York
$3.78M +$2.69M +392,214 +199%
UBS Group
13
UBS Group
Switzerland
$2.21M +$2.22M +323,929 +1,553%
Northern Trust
14
Northern Trust
Illinois
$1.93M +$46.4K +6,762 +2%
Charles Schwab
15
Charles Schwab
California
$1.83M +$13.8K +2,010 +0.7%
DC
16
Davenport & Co
Virginia
$1.53M +$222K +32,325 +16%
SI
17
Stephens Inc
Arkansas
$1.52M +$574K +83,647 +55%
Morgan Stanley
18
Morgan Stanley
New York
$1.43M +$255K +37,186 +20%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.37M -$12.6K -1,839 -0.9%
PSP
20
Principal Street Partners
Tennessee
$1.25M -$1.35M -197,333 -50%
Goldman Sachs
21
Goldman Sachs
New York
$1.07M -$3.66M -533,145 -76%
CB
22
Cadence Bank
Mississippi
$1.04M -$601K -87,500 -35%
Raymond James Financial
23
Raymond James Financial
Florida
$840K +$898K +130,816 New
Mariner
24
Mariner
Kansas
$819K +$458K +66,751 +110%
HCM
25
Horrell Capital Management
Arkansas
$743K +$190K +27,684 +31%

WEST Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q4 2024, worth a combined $251M — up 0.63% from $249M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WEST positions and 19 closed out — a net gain of 8 holders — while 47 added to existing stakes and 24 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.37M. The largest seller was Goldman Sachs, cutting an estimated $3.66M.

  • 120 institutional investors held Westrock Coffee (WEST) as of Q4 2024, up from 114 in Q3 2024.
  • Funds reported $251M of Westrock Coffee stock for Q4 2024, up 0.63% quarter-over-quarter.
  • 27 funds opened new Westrock Coffee positions in Q4 2024 and 19 closed out, a net change of +8 holders.
  • The largest Westrock Coffee buyer in Q4 2024 was Fidelity Investments, an estimated $4.37M added.
  • The largest Westrock Coffee seller in Q4 2024 was Goldman Sachs, an estimated $3.66M sold.

Based on aggregated 13F filings for Q4 2024.