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JO

iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN

Delisted

JO was delisted on the 8th of June, 2023.

23 hedge funds and large institutions have $38.8M invested in iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $2.23M

15% less funds holding

Funds holding: 2723 (-4)

16% less capital invested

Capital invested by funds: $46.4M → $38.8M (-$7.6M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
11
Closed
9
Calls
$10.2M
Puts
$2.23M
Net Calls
+$8M
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$21.1M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.86M +$4.05M +67,283 +150%
CA
3
Cetera Advisors
Colorado
$2.48M +$2.2M +36,580 +944%
HPCM
4
High Pointe Capital Management
Illinois
$1.78M
SL
5
Savior LLC
Massachusetts
$1.61M -$125K -2,068 -7%
OMC
6
Old Mission Capital
Illinois
$852K -$93.3K -1,549 -10%
CG
7
Cutler Group
California
$779K -$873K -14,497 -53%
EAM
8
Empirical Asset Management
Massachusetts
$566K +$556K +9,241 New
Jane Street
9
Jane Street
New York
$507K -$4.2M -69,783 -89%
Simplex Trading
10
Simplex Trading
Illinois
$472K -$1.3M -21,548 -74%
Citadel Advisors
11
Citadel Advisors
Florida
$393K -$233K -3,864 -38%
OAM
12
Oppenheimer Asset Management
New York
$349K -$49.2K -817 -13%
FTUS
13
Flow Traders U.S.
New York
$342K -$330K -5,489 -50%
Morgan Stanley
14
Morgan Stanley
New York
$197K
UBS Group
15
UBS Group
Switzerland
$138K +$1.08K +18 +0.8%
Osaic Holdings
16
Osaic Holdings
Arizona
$89K +$46.7K +775 +114%
SC
17
Solstein Capital
California
$82K -$74.4K -1,235 -48%
USGIU
18
U.S. Global Investors (USGI)
Texas
$67K +$66.2K +1,100 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$61K +$60.2K +1,000 New
WBC
20
West Branch Capital
Massachusetts
$25K -$35.6K -592 -59%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$14K -$112K -1,865 -89%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$6K +$6.02K +100 New
SBL
23
Sargent Bickham Lagudis
Colorado
$5K +$5.3K +88 New
CIC
24
Chilton Investment Company
Connecticut
-$8.65M -161,900 Closed
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
-$1.95M -36,461 Closed

JO Hedge Fund Activity: Q4 2021 in Review

23 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN (JO) for Q4 2021, worth a combined $38.8M — down 16% from $46.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JO and 5 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, adding an estimated $4.05M. The largest seller was Chilton Investment Company, exiting entirely with an estimated $8.65M sold.

  • 23 institutional investors held iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN (JO) as of Q4 2021, down from 27 in Q3 2021.
  • Funds reported $38.8M of iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN stock for Q4 2021, down 16% quarter-over-quarter.
  • 5 funds opened new iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN positions in Q4 2021 and 9 closed out, a net change of -4 holders.
  • The largest iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN buyer in Q4 2021 was Susquehanna International Group, an estimated $4.05M added.
  • The largest iPath Series B Bloomberg Coffee Subindex Total ReturnSM ETN seller in Q4 2021 was Chilton Investment Company, an estimated $8.65M sold.

Based on aggregated 13F filings for Q4 2021.