Vita Coco Company Inc (COCO) Ownership

24.75 ↑0.64 (2.65%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Syon Capital LLC is the biggest individual institutional holder of Vita Coco Company Inc (COCO), owning a total of 4.4 million shares. Combined, the top 50 institutional holders of COCO own 59.20% of the company with a total of 33.6 million shares.

In the latest ownership report on December 31st 2023, the top 50 institutional holders increased their combined ownership of COCO by 7.6 million shares. 15 institutions bought 8,118,002 total additional shares and increased their ownership by an average of 28.30%. However 6 institutions sold 502,884 total shares and decreased their ownership by an average of 8.7%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Vita Coco Company increased by a net total of 7,615,118 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Syon Capital LLC	7.802%	0.000%	4,441,770	4,441,770	2023-12-31
FMR Inc	4.552%	8.669%	2,591,559	206,742	2023-12-31
BlackRock Inc	3.957%	6.662%	2,252,802	140,705	2023-12-31
Vanguard Group Inc	3.767%	9.685%	2,144,430	189,355	2023-12-31
Gilder Gagnon Howe & CO LLC	2.311%	-3.632%	1,315,518	-49,573	2023-12-31
Loomis, Sayles & Company LP	2.118%	15.641%	1,205,742	163,086	2023-12-31
Morgan Stanley - Brokerage Accounts	1.839%	54.979%	1,046,781	371,347	2023-12-31
Ameriprise Financial Inc	1.664%	20.253%	947,442	159,569	2023-12-31
Granahan Investment Management Inc..	1.635%	-19.952%	930,677	-231,975	2023-12-31
Millennium Management LLC	1.581%	213.222%	899,940	612,623	2023-12-31
abrdn PLC	1.529%	0.000%	870,210	870,210	2023-12-31
Driehaus Capital Management LLC	1.443%	-13.384%	821,256	-126,904	2023-12-31
Geode Capital Management, LLC	1.261%	13.868%	717,804	87,420	2023-12-31
William Blair Investment Management, LLC	1.230%	-6.832%	700,004	-51,327	2023-12-31
State Street Corporation	1.095%	10.916%	623,070	61,322	2023-12-31
Two Sigma Investments LLC	1.086%	23.284%	618,053	116,729	2023-12-31
GW&K Investment Management, LLC	0.915%	0.000%	520,800	520,800	2023-12-31
Lord, Abbett & Co LLC	0.914%	-0.250%	520,478	-1,305	2023-12-31
Two Sigma Advisers, LLC	0.906%	11.315%	515,500	52,400	2023-12-31
Rk Capital Management, LLC	0.831%	-8.136%	471,985	-41,800	2023-12-31
Dimensional Fund Advisors, Inc.	0.824%	36.015%	468,011	123,924	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Syon Capital LLC	7.802%	0.000%	4,441,770	4,441,770	2023-12-31
FMR Inc	4.552%	8.669%	2,591,559	206,742	2023-12-31
BlackRock Inc	3.957%	6.662%	2,252,802	140,705	2023-12-31
Vanguard Group Inc	3.767%	9.685%	2,144,430	189,355	2023-12-31
Gilder Gagnon Howe & CO LLC	2.311%	-3.632%	1,315,518	-49,573	2023-12-31
Loomis, Sayles & Company LP	2.118%	15.641%	1,205,742	163,086	2023-12-31
Morgan Stanley - Brokerage Accounts	1.839%	54.979%	1,046,781	371,347	2023-12-31
Ameriprise Financial Inc	1.664%	20.253%	947,442	159,569	2023-12-31
Granahan Investment Management Inc..	1.635%	-19.952%	930,677	-231,975	2023-12-31
Millennium Management LLC	1.581%	213.222%	899,940	612,623	2023-12-31
abrdn PLC	1.529%	0.000%	870,210	870,210	2023-12-31
TimesSquare Capital Management, LLC	1.530%	-38.923%	855,350	-545,100	2022-09-30
Driehaus Capital Management LLC	1.443%	-13.384%	821,256	-126,904	2023-12-31
D. E. Shaw & Co LP	1.346%	-8.371%	766,275	-70,001	2023-09-30
Geode Capital Management, LLC	1.261%	13.868%	717,804	87,420	2023-12-31
William Blair Investment Management, LLC	1.230%	-6.832%	700,004	-51,327	2023-12-31
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	1.166%	111.210%	662,562	348,863	2023-09-30
Bank of America Corp	1.103%	39.761%	626,770	178,312	2023-09-30
State Street Corporation	1.095%	10.916%	623,070	61,322	2023-12-31
Two Sigma Investments LLC	1.086%	23.284%	618,053	116,729	2023-12-31
GW&K Investment Management, LLC	0.915%	0.000%	520,800	520,800	2023-12-31
Lord, Abbett & Co LLC	0.914%	-0.250%	520,478	-1,305	2023-12-31
Two Sigma Advisers, LLC	0.906%	11.315%	515,500	52,400	2023-12-31
Rk Capital Management, LLC	0.831%	-8.136%	471,985	-41,800	2023-12-31
Dimensional Fund Advisors, Inc.	0.824%	36.015%	468,011	123,924	2023-12-31
Citadel Advisors Llc	0.806%	588.950%	457,490	391,086	2023-06-30
Armistice Capital, LLC	0.737%	0.000%	414,000	414,000	2022-12-31
Engle Capital Management, L.P.	0.714%	0.000%	405,000	405,000	2023-06-30
Invenomic Capital Management, LP	0.693%	-45.540%	387,614	-324,128	2022-06-30
Amvescap Plc.	0.622%	0.000%	353,257	353,257	2023-06-30
12 West Capital Management LP	0.616%	0.000%	350,000	350,000	2023-09-30
JW Asset Management, LLC	0.609%	0.000%	345,621	345,621	2023-09-30
Numerai GP LLC	0.538%	1,287.150%	303,384	281,513	2023-06-30
Hood River Capital Management LLC	0.532%	0.000%	300,054	300,054	2023-06-30
Marathon Partners Equity Management, LLC	0.447%	-48.571%	252,000	-238,000	2023-03-31
Northern Trust Corp	0.443%	5.667%	250,051	13,410	2023-06-30
Brandywine Global Investment Mgmt LLC	0.399%	-46.016%	225,302	-192,049	2023-03-31
Pier Capital, LLC	0.396%	0.000%	223,498	223,498	2023-03-31
Nuveen Asset Management, LLC	0.374%	154.473%	211,052	128,115	2023-03-31
Charles Schwab Investment Management Inc	0.333%	-0.624%	187,692	-1,179	2023-03-31
Hillsdale Investment Management Inc.	0.324%	0.000%	182,730	182,730	2023-06-30
ISTHMUS Partners LLC	0.283%	1.615%	159,113	2,528	2023-03-31
EAM Investors, LLC	0.282%	0.000%	159,036	159,036	2023-03-31
UBS Group AG	0.278%	0.000%	155,303	155,303	2022-09-30
Baird Financial Group, Inc.	0.268%	10.860%	151,057	14,798	2023-03-31
STANSBERRY ASSET MANAGEMENT, LLC	0.263%	55.522%	147,925	52,810	2023-03-31
EAM Global Investors, LLC	0.249%	0.000%	139,468	139,468	2022-09-30
HighTower Advisors, LLC	0.215%	0.000%	121,010	0	2022-12-31
Hanson Mcclain Inc	0.212%	0.000%	119,055	0	2022-12-31
Bank of New York Mellon Corp	0.172%	-13.302%	96,417	-14,793	2022-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Vita Coco Company Inc (COCO), owning a total of 1.2 million shares. Combined, the top 50 mutual fund holders of COCO own 31.72% of the company with a total of 18 million shares.

In the latest ownership report on March 31st 2024, the top 50 fund holders increased their combined ownership of COCO by 290 thousand shares. 4 funds bought 294,838 total additional shares and increased their ownership by an average of 9.13%. However 1 funds sold 4,515 total shares and decreased their ownership by an average of 0.8%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Vita Coco Company increased by a net total of 290,323 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Champlain Small Company Fund, LLC	0.983%	-0.800%	559,740	-4,515	2024-03-31
abrdn US Equity Small Cap	0.583%	8.413%	331,589	25,733	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.401%	26.880%	228,460	48,400	2024-03-31
SAM All-Weather	0.383%	0.000%	218,258	218,258	2024-03-31
Granahan SMID Select	0.356%	1.224%	202,437	2,447	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.194%	0.000%	1,248,717	0	2024-02-29
Fidelity® Small Cap Growth	2.111%	-0.121%	1,199,035	-1,456	2023-10-31
iShares Russell 2000 ETF	1.611%	0.048%	917,126	441	2024-03-28
Vanguard Instl Ttl Stck Mkt Idx Tr	1.458%	26.357%	827,453	172,600	2023-03-31
CT (Lux) Glb Smlr Coms IE	1.223%	1.275%	696,347	8,766	2023-12-31
Lord Abbett High Yield Opportunistic	1.181%	55.523%	660,353	235,752	2022-12-31
Lord Abbett High Yield A	1.181%	49.698%	660,353	219,229	2022-11-30
Fidelity® Balanced	1.041%	22.053%	591,298	106,838	2023-10-31
Fidelity Balanced	1.039%	0.000%	591,298	0	2023-12-31
Champlain Small Company Fund, LLC	0.983%	-0.800%	559,740	-4,515	2024-03-31
Fidelity Small Cap Growth	0.964%	-55.925%	548,618	-696,117	2024-01-31
Loomis Sayles Small Cap Growth Instl	0.907%	-26.146%	516,094	-182,709	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	0.793%	0.770%	451,394	3,451	2024-02-29
Fidelity® Small Cap Growth K6	0.753%	1.938%	427,853	8,136	2023-10-31
JNL Multi-Manager Small Cap Growth A	0.613%	-17.279%	349,101	-72,922	2023-12-31
abrdn US Equity Small Cap	0.583%	8.413%	331,589	25,733	2024-03-31
Vanguard Extended Market Index Investor	0.586%	-0.018%	330,505	-58	2023-08-31
Heptagon Driehaus US Micro Cap Eq C$ Acc	0.579%	-12.365%	329,112	-46,437	2023-12-31
iShares Russell 2000 Growth ETF	0.573%	-0.116%	326,407	-380	2024-03-28
Vanguard Consumer Staples ETF	0.540%	78.106%	307,382	134,798	2024-02-29
Invesco Dynamic Food & Beverage ETF	0.536%	-0.997%	302,695	-3,048	2023-07-31
abrdn US Small Cap Equity Inst Svc	0.520%	-2.366%	295,942	-7,172	2024-02-29
Fidelity Small Cap Index	0.513%	2.113%	291,923	6,041	2024-01-31
Empower Small Cap Growth/TimesSquare SP	0.510%	-40.139%	285,000	-191,100	2022-09-30
Wasatch Micro Cap	0.490%	8.520%	278,978	21,903	2023-12-31
Fidelity® Small Cap Index	0.487%	2.734%	276,483	7,359	2023-10-31
abrdnI-Nrth American Sml Comp I Acc USD	0.466%	-1.043%	265,398	-2,796	2024-02-29
Invenomic Institutional	0.444%	-57.455%	248,127	-335,084	2022-07-31
Lord Abbett Small Cap Value A	0.417%	-19.274%	234,971	-56,100	2023-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.401%	26.880%	228,460	48,400	2024-03-31
SAM All-Weather	0.383%	0.000%	218,258	218,258	2024-03-31
William Blair Small Cap Growth I	0.379%	0.000%	216,010	0	2024-02-29
Fidelity Small Cap Growth K6	0.358%	-54.765%	203,670	-246,583	2024-01-31
Granahan SMID Select	0.356%	1.224%	202,437	2,447	2024-03-31
Granahan US SMID Select I GBP Acc	0.348%	0.214%	198,145	424	2024-02-29
Calamos Timpani Small Cap Growth I	0.348%	31.873%	196,358	47,459	2023-05-31
Destinations Small-Mid Cap Equity I	0.305%	0.000%	172,066	0	2023-06-30
Invesco Food & Beverage ETF	0.302%	0.000%	171,355	0	2023-11-30
CREF Stock R1	0.303%	-24.809%	170,812	-56,358	2023-06-30
Lord Abbett Micro Cap Growth I	0.302%	1.910%	168,964	3,167	2022-11-30
Fidelity® Extended Market Index	0.287%	2.789%	163,252	4,430	2023-10-31
Loomis Sayles Small Cap Growth CIT D	0.280%	0.000%	158,642	158,642	2023-09-30
Lisanti Small Cap Growth Composite	0.275%	0.000%	154,920	154,920	2023-06-30
M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc	0.266%	13.365%	150,727	17,770	2023-07-31
Timpani Small Cap Growth Equity	0.266%	0.000%	149,733	149,733	2023-03-31
Isthmus Small Cap Core Equity	0.261%	0.608%	146,856	888	2023-03-31
Baird Small/Mid Cap Growth Institutional	0.257%	0.376%	144,731	542	2023-06-30
Hood River Small-Cap Growth Instl	0.253%	0.000%	143,021	143,021	2023-06-30
TimesSquare CIT Small Cap Growth A	0.249%	-23.204%	140,000	-42,300	2022-09-30
USAA Small Cap Stock	0.244%	1.382%	136,972	1,867	2022-12-31