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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.

19 hedge funds and large institutions have $19.5M invested in iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

79% more capital invested

Capital invested by funds: $10.9M → $19.5M (+$8.6M)

14% less call options, than puts

Call options by funds: $1.23M | Put options by funds: $1.44M

21% less funds holding

Funds holding: 2419 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
19
Holders Change
-5
Holders Change %
-20.83%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
3
Closed
8
Calls
$1.23M
Puts
$1.44M
Net Calls
-$206K
Net Calls Change
-$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$6.36M +$5.27M +150,780 +676%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.3M +$611K +17,481 +24%
UCFA
3
United Capital Financial Advisors
Texas
$3.28M +$584K +16,686 +23%
RA
4
Raffles Associates
New York
$1.8M +$1.01M +29,000 +145%
U
5
UBS
Switzerland
$1.32M +$470K +13,430 +60%
Jane Street
6
Jane Street
New York
$832K +$532K +15,200 +204%
Wells Fargo
7
Wells Fargo
California
$579K -$76.3K -2,183 -12%
JP Morgan Chase
8
JP Morgan Chase
New York
$363K +$346K +9,880 New
Ameriprise
9
Ameriprise
Minnesota
$355K +$127K +3,623 +60%
Bank of America
10
Bank of America
North Carolina
$333K +$107K +3,058 +51%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$263K +$7K +200 +3%
MIAN
12
Mariner Independent Advisor Network
Kansas
$222K +$212K +6,062 New
VAM
13
Verity Asset Management
North Carolina
$221K +$211K +6,029 New
Morgan Stanley
14
Morgan Stanley
New York
$157K -$71K -2,031 -32%
Creative Planning
15
Creative Planning
Kansas
$92K +$69.9K +2,000 +400%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$34K -$179K -5,104 -85%
WEC
17
Winslow Evans & Crocker
Massachusetts
$5.51K
TCM
18
Tradewinds Capital Management
Washington
$4K
BRWM
19
B. Riley Wealth Management
Tennessee
$3K
CA
20
Commerzbank Aktiengesellschaft
Germany
-$854K -25,427 Closed
VKH
21
Virtu KCG Holdings
New York
-$699K -20,818 Closed
ID
22
Integral Derivatives
New York
-$239K -7,100 Closed
TFA
23
Transamerica Financial Advisors
Florida
-$133K -3,943 Closed
LTFS
24
Ladenburg Thalmann Financial Services
Florida
-$5K -150 Closed
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
-$3K -100 Closed

JO Hedge Fund Activity: Q3 2014 in Review

19 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 (JO) for Q3 2014, worth a combined $19.5M — up 79% from $10.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JO and 3 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, adding an estimated $5.27M. The largest seller was Commerzbank Aktiengesellschaft, exiting entirely with an estimated $854K sold.

  • 19 institutional investors held iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 (JO) as of Q3 2014, down from 24 in Q2 2014.
  • Funds reported $19.5M of iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 stock for Q3 2014, up 79% quarter-over-quarter.
  • 3 funds opened new iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 positions in Q3 2014 and 8 closed out, a net change of -5 holders.
  • The largest iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 buyer in Q3 2014 was Susquehanna International Group, an estimated $5.27M added.
  • The largest iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 seller in Q3 2014 was Commerzbank Aktiengesellschaft, an estimated $854K sold.

Based on aggregated 13F filings for Q3 2014.