WEST Westrock Coffee Co
Executive Summary
A small institutional cluster in Westrock Coffee shows net selling of ~$1.5M, with Citadel, Morgan Stanley, and UBS trimming positions while BofA and Legal & General added modestly. The activity is minor relative to the $871M market cap, indicating low conviction and likely routine rebalancing.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$1.5M
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| BofA | ADD | +28.5% | $301.0K | $25.0K |
| Legal & General Group | DOUBLED | +109.2% | $194.0K | $85.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Citadel | TRIM | -58.2% | $864.0K | -$557.6K |
| Morgan Stanley | TRIM | -60.2% | $1.4M | -$904.3K |
| Ubs Am, A Distinct Business Un | TRIM | -26% | $433.0K | -$160.9K |
Actionable Insight
The cluster's net selling is small and mixed, lacking a clear directional signal. Given the low conviction, no immediate trading action is warranted. Monitor next quarter's 13F for continuation or reversal of these trends.
Key Facts
- Net institutional selling of ~$1.51M (sellers reduced by $1.62M, buyers added $110K)
- 2 buyers: BofA (ADD +28.5%) and Legal & General Group (DOUBLED)
- 3 sellers: Citadel (TRIM -58.2%), Morgan Stanley (TRIM -60.2%), UBS (TRIM -26.0%)
- Largest seller by value: Morgan Stanley trimmed $904K from a $1.4M position
- Current total institutional value among listed funds: ~$1.5M (buyers $495K + sellers' remaining $1.04M)
Financial Impact
Net selling of approximately $1.51 million from the tracked funds, with buyers adding $110K and sellers reducing by $1.62M in prior quarter values.
Risk Factors
- Continued institutional distribution could pressure the stock
- Small sample size (5 funds) limits signal reliability
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-WEST-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
1d ago
|
Institutional Cluster
| $9.33 awaiting T+20 | awaiting T+20 | — | — |
|
Apr 23, 2026
7w ago
|
DEFA14A
| $5.34 $8.46 | ▲ +58.43% | ▲ +53.79% | — |
|
Apr 16, 2026
8w ago
|
Press Release
| $5.50 $8.36 | ▲ +52.00% | ▲ +46.63% | — |
|
Mar 10, 2026
13w ago
|
Press Release
| $3.88 $4.92 | ▲ +26.80% | ▲ +26.28% | — |
US Market Status
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