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.

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.

Institutional Sentiment Summary — WEST

In 2025 Q4, 55 hedge funds were net buyers of WEST (24 opened a new position, 31 added to an existing one), while 75 reduced or exited (53 trimmed, 22 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 123.

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

Consumer Defensive Packaged Foods

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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 9 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

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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 25 institutional holders of WEST — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HF Capital, LLC 22.65% 12,749,755 $54.2M
2 Stephens Group, LLC 20.10% 8,110,043 $34.5M
3 Silverleafe Capital Partners, LLC 5.92% 4,716,705 $20.0M
4 AGMAN CAPITAL LLC 2.84% 838,846 $3.6M
5 Piedmont Capital Management, LLC/NC 0.43% 151,354 $643K
6 Horrell Capital Management, Inc. 0.31% 161,297 $686K
7 LEE DANNER & BASS INC 0.08% 283,000 $1.2M
8 ARKANSAS FINANCIAL GROUP, INC. 0.05% 66,126 $331K
9 Inspire Investing, LLC 0.04% 125,038 $531K
10 Krilogy Financial LLC 0.03% 166,237 $866K
11 GREENWOOD GEARHART LLC 0.01% 58,167 $247K
12 STEPHENS INC /AR/ 0.01% 248,328 $1.1M
13 Red Door Wealth Management, LLC 0.01% 28,000 $119K
14 Inscription Capital, LLC 0.01% 23,999 $102K
15 Ethic Inc. 0.01% 15,397 $614K
16 Summit Asset Management, LLC 0.01% 13,271 $56K
17 Hexagon Capital Partners LLC 0.01% 11,755 $50K
18 DAVENPORT & Co LLC 0.01% 220,900 $939K
19 Diversified Trust Co 0.00% 62,934 $267K
20 AlphaQuest LLC 0.00% 18,803 $77K
21 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.00% 12,061 $51K
22 HHM Wealth Advisors, LLC 0.00% 3,500 $15K
23 REGIONS FINANCIAL CORP 0.00% 47,430 $202K
24 Alberta Investment Management Corp 0.00% 50,000 $212K
25 Modera Wealth Management, LLC 0.00% 15,000 $64K
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.