Coffee Holding Co
JVA
25 hedge funds and large institutions have $8.89M invested in Coffee Holding Co in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.
4% more capital invested
Capital invested by funds: $8.53M → $8.89M (+$365K)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
1.22% less ownership
Funds ownership: 30.22% → 29% (-1.2%)
4% less funds holding
Funds holding: 26 → 25 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$79K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$74.1K |
| 3 |
JIR
James Investment Research
Alpha,
Ohio
|
+$43.6K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$43.6K |
| 5 |
FCMT
Founders Capital Management (Texas)
Houston,
Texas
|
+$5.33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$357K |
| 2 |
Neuberger Berman Group
New York
|
-$90.7K |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$60K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$50.3K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$29.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$491 | -92 | Closed |
|
27
Wells Fargo
San Francisco,
California
| – | -$5 | -1 | -1% |
|
28
Bank of America
Charlotte,
North Carolina
| – | +$261 | +49 | New |
|
JVA Hedge Fund Activity: Q2 2021 in Review
25 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q2 2021, worth a combined $8.89M — up 4.3% from $8.53M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JVA and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 7 added.
The largest buyer was Renaissance Technologies, adding an estimated $79K. The largest seller was Ancora Advisors, cutting an estimated $357K.
- 25 institutional investors held Coffee Holding Co (JVA) as of Q2 2021, down from 26 in Q1 2021.
- Funds reported $8.89M of Coffee Holding Co stock for Q2 2021, up 4.3% quarter-over-quarter.
- 2 funds opened new Coffee Holding Co positions in Q2 2021 and 3 closed out, a net change of -1 holder.
- The largest Coffee Holding Co buyer in Q2 2021 was Renaissance Technologies, an estimated $79K added.
- The largest Coffee Holding Co seller in Q2 2021 was Ancora Advisors, an estimated $357K sold.
Based on aggregated 13F filings for Q2 2021.