Coffee Holding Co
JVA
26 hedge funds and large institutions have $6.9M invested in Coffee Holding Co in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more funds holding
Funds holding: 25 → 26 (+1)
2.42% less ownership
Funds ownership: 29% → 26.58% (-2.4%)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
22% less capital invested
Capital invested by funds: $8.89M → $6.9M (-$1.99M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
Fosun International
Hong Kong,
China
|
+$553K |
| 2 |
VF
Virtu Financial
New York
|
+$79.5K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$53K |
| 4 |
Renaissance Technologies
New York
|
+$15.3K |
| 5 |
FCMT
Founders Capital Management (Texas)
Houston,
Texas
|
+$5.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Values First Advisors
Gray,
Tennessee
|
-$691K |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$539K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$129K |
| 4 |
Neuberger Berman Group
New York
|
-$74.7K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$7.65K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -210 | Closed |
|
27
Wells Fargo
San Francisco,
California
| – | -$260 | -51 | -62% |
|
|
FWM
28
Focused Wealth Management
Newburgh,
New York
| – | +$510 | +100 | New |
|
JVA Hedge Fund Activity: Q3 2021 in Review
26 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q3 2021, worth a combined $6.9M — down 22% from $8.89M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JVA positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Fosun International, opening a new position worth an estimated $553K. The largest seller was Values First Advisors, exiting entirely with an estimated $691K sold.
- 26 institutional investors held Coffee Holding Co (JVA) as of Q3 2021, up from 25 in Q2 2021.
- Funds reported $6.9M of Coffee Holding Co stock for Q3 2021, down 22% quarter-over-quarter.
- 4 funds opened new Coffee Holding Co positions in Q3 2021 and 3 closed out, a net change of +1 holder.
- The largest Coffee Holding Co buyer in Q3 2021 was Fosun International, an estimated $553K added.
- The largest Coffee Holding Co seller in Q3 2021 was Values First Advisors, an estimated $691K sold.
Based on aggregated 13F filings for Q3 2021.