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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.

23 hedge funds and large institutions have $11.2M invested in iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

51% more capital invested

Capital invested by funds: $7.4M → $11.2M (+$3.77M)

15% more funds holding

Funds holding: 2023 (+3)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

86% less call options, than puts

Call options by funds: $689K | Put options by funds: $4.97M

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
7
Closed
4
Calls
$689K
Puts
$4.97M
Net Calls
-$4.28M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.71M +$1.31M +67,230 +55%
Morgan Stanley
2
Morgan Stanley
New York
$1.85M +$986K +50,517 +117%
Jane Street
3
Jane Street
New York
$1.36M +$1.02M +52,280 +309%
RA
4
Raffles Associates
New York
$788K -$97.6K -5,000 -11%
Simplex Trading
5
Simplex Trading
Illinois
$631K +$399K +20,446 +176%
OMC
6
Old Mission Capital
Illinois
$531K +$526K +26,947 New
Ameriprise
7
Ameriprise
Minnesota
$450K -$14.7K -752 -3%
UBS Group
8
UBS Group
Switzerland
$426K -$48.5K -2,485 -10%
CG
9
Cutler Group
California
$414K +$411K +21,050 New
BC
10
Brinker Capital
Pennsylvania
$407K +$404K +20,679 New
VKH
11
Virtu KCG Holdings
New York
$246K +$244K +12,482 New
AIG
12
American International Group
New York
$85K -$344K -17,644 -80%
Wells Fargo
13
Wells Fargo
California
$67K +$3.4K +174 +5%
JP Morgan Chase
14
JP Morgan Chase
New York
$61K +$60.2K +3,086 New
RFA
15
Reilly Financial Advisors
California
$39K +$19.5K +1,000 +100%
IA
16
IFP Advisors
Florida
$39K +$39K +2,000 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$21K +$6.83K +350 +50%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$20K +$9.76K +500 +94%
SEI Investments
19
SEI Investments
Pennsylvania
$12K +$11.7K +600 New
WA
20
WFG Advisors
Texas
$5K -$976 -50 -17%
DADC
21
D.A. Davidson & Co
Montana
$1K -$451K -23,119 -100%
ACM
22
Argentus Capital Management
Texas
$1K -$5.95K -305 -89%
PAS
23
Partnervest Advisory Services
California
-$557K -28,300 Closed
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
-$120K -6,100 Closed
EDRH
25
Edmond de Rothschild Holding
Switzerland
-$45K -2,285 Closed

JO Hedge Fund Activity: Q4 2015 in Review

23 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 (JO) for Q4 2015, worth a combined $11.2M — up 51% from $7.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JO positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.31M. The largest seller was Partnervest Advisory Services, exiting entirely with an estimated $557K sold.

  • 23 institutional investors held iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 (JO) as of Q4 2015, up from 20 in Q3 2015.
  • Funds reported $11.2M of iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 stock for Q4 2015, up 51% quarter-over-quarter.
  • 7 funds opened new iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 positions in Q4 2015 and 4 closed out, a net change of +3 holders.
  • The largest iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 buyer in Q4 2015 was Susquehanna International Group, an estimated $1.31M added.
  • The largest iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 seller in Q4 2015 was Partnervest Advisory Services, an estimated $557K sold.

Based on aggregated 13F filings for Q4 2015.