Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WESTROCK COFFEE CO (WEST)

123 + Investors. Track Smart Money conviction in WEST. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
42%

Smart Money Signals — WEST

Based on 123 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added WEST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
123 hedge funds hold WEST right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 42% buying

55 buying75 selling
Last quarter: 75 funds reduced or exited vs 55 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 18 → 23 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 31% medium 25% new
54 out of 123 hedge funds have held WEST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +36%, value -94%

Value
-93%
Shares
+36%
Last quarter: funds added +36% more shares while total portfolio value only changed -94%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

24 → 11 → 18 → 23 → 24 new funds/Q
New funds entering each quarter: 11 → 18 → 23 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 46% of holders stayed 2+ years

46% veterans 20% 1-2yr 33% new
Of 123 current holders: 57 (46%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
26 of 123 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WEST

How many hedge funds hold WEST — quarterly history vs. share price
Quarterly hedge fund ownership of WEST vs. share price

Market Analysis: WEST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WEST

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 2 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: WEST
2026 Q1 Stats Unlock in 22 days 123 + Investors

Track Smart Money conviction in WEST. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 123 124 -0.81%
13F Shares 48M 35M 36.33%
Total Value $197M $3.20B -93.86%
New Positions 24 24 -
Increased Positions 33 43 -10
Closed Positions 22 18 +4
Reduced Positions 53 39 +14
Total Calls 0 1 -100.0%
Total Puts 0 3 -100.0%
PUT/CALL Ratio 0.0 3.0 Bullish

Statistics: WEST

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

123 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WEST. Verified SEC 13F-HR filings.

Top 23 institutional holders of WEST — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stephens Group, LLC 20.10% 8,110,043 $34.5M
2 Silverleafe Capital Partners, LLC 5.92% 4,716,705 $20.0M
3 Piedmont Capital Management, LLC/NC 0.43% 151,354 $643K
4 ARKANSAS FINANCIAL GROUP, INC. 0.05% 66,126 $331K
5 Inspire Investing, LLC 0.04% 125,038 $531K
6 Krilogy Financial LLC 0.03% 166,237 $866K
7 Red Door Wealth Management, LLC 0.01% 28,000 $119K
8 Inscription Capital, LLC 0.01% 23,999 $102K
9 Ethic Inc. 0.01% 15,397 $614K
10 DAVENPORT & Co LLC 0.01% 220,900 $939K
11 Diversified Trust Co 0.00% 62,934 $267K
12 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.00% 12,061 $51K
13 HHM Wealth Advisors, LLC 0.00% 3,500 $15K
14 Versant Capital Management, Inc 0.00% 1,163 $5K
15 State of Alaska, Department of Revenue 0.00% 3,491
16 GAMMA Investing LLC 0.00% 672 $3K
17 Farther Finance Advisors, LLC 0.00% 1,795 $8K
18 Blue Trust, Inc. 0.00% 394 $2K
19 Sterling Capital Management LLC 0.00% 234
20 Root Financial Partners, LLC 0.00% 66
21 True Wealth Design, LLC 0.00% 8
22 SJS Investment Consulting Inc. 0.00% 5
23 IFP Advisors, Inc 0.00% 20
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WESTROCK COFFEE CO (WEST)

What does the Smart Money Trend signal show for WEST?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WEST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WEST?

More sellers than buyers — 42% buying: Last quarter: 75 funds reduced or exited vs 55 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WEST holders?

Smaller funds dominant — 19% AUM from top-100: 26 of 123 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held WEST?

44% of holders stayed for 2+ years: 54 out of 123 hedge funds have held WEST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.