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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.

21 hedge funds and large institutions have $16.1M invested in iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

29% more call options, than puts

Call options by funds: $4.35M | Put options by funds: $3.38M

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

5% less funds holding

Funds holding: 2221 (-1)

14% less capital invested

Capital invested by funds: $18.6M → $16.1M (-$2.56M)

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
5
Closed
4
Calls
$4.35M
Puts
$3.38M
Net Calls
+$976K
Net Calls Change
+$461K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.18M +$32.3K +1,833 +0.7%
Jane Street
2
Jane Street
New York
$3.29M -$698K -39,577 -17%
SG Americas Securities
3
SG Americas Securities
New York
$2.73M
Morgan Stanley
4
Morgan Stanley
New York
$2.7M +$1.54M +87,398 +117%
Wells Fargo
5
Wells Fargo
California
$897K +$444K +25,182 +87%
Wolverine Trading
6
Wolverine Trading
Illinois
$624K +$662K +37,550 New
Simplex Trading
7
Simplex Trading
Illinois
$511K -$200K -11,318 -27%
Citigroup
8
Citigroup
New York
$306K +$190K +10,804 +142%
UBS Group
9
UBS Group
Switzerland
$269K -$156K -8,850 -35%
Citadel Advisors
10
Citadel Advisors
Florida
$194K -$456K -25,859 -69%
OAM
11
Oppenheimer Asset Management
New York
$191K +$203K +11,506 New
EDRH
12
Edmond de Rothschild Holding
Switzerland
$43K
RFA
13
Reilly Financial Advisors
California
$34K +$494 +28 +1%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$27K +$2.64K +150 +10%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.6K +$22.9K +1,300 +433%
AG
16
Advisor Group
Arizona
$22K +$4.04K +229 +21%
CG
17
Cutler Group
California
$17K -$1.74M -98,731 -99%
Parallax Volatility Advisers
18
Parallax Volatility Advisers
California
$14K +$1.16K +66 +8%
GAM
19
Gemmer Asset Management
California
$13K +$6.43K +365 +91%
VNA
20
Valley National Advisers
Pennsylvania
$2K +$1.76K +100 New
FANJ
21
Financial Architects (New Jersey)
New Jersey
$2K +$2.47K +140 New
Bank of America
22
Bank of America
North Carolina
-$2.3M -137,700 Closed
LF
23
Lee Financial
Texas
-$5K -276 Closed
NFG
24
Next Financial Group
Texas
-$4K -250 Closed
Creative Planning
25
Creative Planning
Kansas
-$2K -123 Closed

JO Hedge Fund Activity: Q3 2017 in Review

21 of the 4,011 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 2017, worth a combined $16.1M — down 14% from $18.6M a quarter earlier.

Fund positioning in JO was balanced in Q3 2017: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.54M. The largest seller was Bank of America, exiting entirely with an estimated $2.3M sold.

  • 21 institutional investors held iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 (JO) as of Q3 2017, down from 22 in Q2 2017.
  • Funds reported $16.1M of iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 stock for Q3 2017, down 14% quarter-over-quarter.
  • 4 funds opened new iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 positions in Q3 2017 and 4 closed out, a net change of 0 holders.
  • The largest iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 buyer in Q3 2017 was Morgan Stanley, an estimated $1.54M added.
  • The largest iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 seller in Q3 2017 was Bank of America, an estimated $2.3M sold.

Based on aggregated 13F filings for Q3 2017.