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JO

iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038

Delisted

JO was delisted on the 12th of April, 2018.

24 hedge funds and large institutions have $10.9M invested in iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more call options, than puts

Call options by funds: $7.71M | Put options by funds: $1.86M

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

26% more funds holding

Funds holding: 1924 (+5)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

21% less capital invested

Capital invested by funds: $13.9M → $10.9M (-$2.94M)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
7
Reduced
6
Closed
6
Calls
$7.71M
Puts
$1.86M
Net Calls
+$5.86M
Net Calls Change
-$5.17M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$2.44M +$2.66M +72,666 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.43M +$2.65M +72,336 New
CA
3
Commerzbank Aktiengesellschaft
Germany
$854K +$932K +25,427 New
U
4
UBS
Switzerland
$757K -$59.6K -1,626 -7%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$749K -$3.71M -101,222 -82%
VKH
6
Virtu KCG Holdings
New York
$699K +$53.2K +1,452 +7%
RA
7
Raffles Associates
New York
$672K +$733K +20,000 New
Wells Fargo
8
Wells Fargo
California
$604K +$20.4K +555 +3%
Jane Street
9
Jane Street
New York
$250K -$1.68M -45,929 -86%
ID
10
Integral Derivatives
New York
$239K +$260K +7,100 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$234K -$8.07K -220 -3%
Morgan Stanley
12
Morgan Stanley
New York
$212K +$12.1K +329 +6%
Ameriprise
13
Ameriprise
Minnesota
$203K +$7.33K +200 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$203K +$187K +5,104 +549%
Bank of America
15
Bank of America
North Carolina
$202K +$147K +4,000 +200%
TFA
16
Transamerica Financial Advisors
Florida
$133K +$145K +3,943 New
Creative Planning
17
Creative Planning
Kansas
$17K +$7.81K +213 +74%
WEC
18
Winslow Evans & Crocker
Massachusetts
$5.04K +$5.5K +150 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$5K +$5.5K +150 New
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$3K -$2.8M -76,465 -100%
BRWM
21
B. Riley Wealth Management
Tennessee
$3K +$3.67K +100 New
TCM
22
Tradewinds Capital Management
Washington
$3K +$3.67K +100 New
AIG
23
American International Group
New York
$2.02K -$42.9K -1,169 -95%
PFG
24
Piershale Financial Group
Illinois
$1K +$1.58K +43 New
VF
25
Virtu Financial
New York
-$1.16M -33,048 Closed

JO Hedge Fund Activity: Q2 2014 in Review

24 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 (JO) for Q2 2014, worth a combined $10.9M — down 21% from $13.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JO positions and 6 closed out — a net gain of 5 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $2.66M. The largest seller was Susquehanna International Group, cutting an estimated $3.71M.

  • 24 institutional investors held iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 (JO) as of Q2 2014, up from 19 in Q1 2014.
  • Funds reported $10.9M of iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 stock for Q2 2014, down 21% quarter-over-quarter.
  • 11 funds opened new iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 positions in Q2 2014 and 6 closed out, a net change of +5 holders.
  • The largest iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 buyer in Q2 2014 was United Capital Financial Advisors, an estimated $2.66M added.
  • The largest iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 seller in Q2 2014 was Susquehanna International Group, an estimated $3.71M sold.

Based on aggregated 13F filings for Q2 2014.