Coffee Holding Co
JVA
27 hedge funds and large institutions have $2.14M invested in Coffee Holding Co in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
8% more funds holding
Funds holding: 25 → 27 (+2)
1% more capital invested
Capital invested by funds: $2.11M → $2.14M (+$30.1K)
0.35% more ownership
Funds ownership: 19.73% → 20.08% (+0.35%)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$33.4K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$32.4K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$31K |
| 4 |
FCMT
Founders Capital Management (Texas)
Houston,
Texas
|
+$12.7K |
| 5 |
Millennium Management
New York
|
+$12.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.2K |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$21.1K |
| 3 |
Renaissance Technologies
New York
|
-$16.3K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.34K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
26
NewEdge Advisors
New Orleans,
Louisiana
| – | -$347 | -170 | Closed |
|
27
Bank of America
Charlotte,
North Carolina
| – | -$12 | -6 | Closed |
|
28
Fidelity Investments
Boston,
Massachusetts
| – | -$2 | -1 | Closed |
|
29
JP Morgan Chase
New York
| – | +$211 | +100 | New |
|
JVA Hedge Fund Activity: Q1 2023 in Review
27 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q1 2023, worth a combined $2.14M — up 1.4% from $2.11M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JVA positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 8 trimmed.
The largest buyer was Ancora Advisors, adding an estimated $33.4K. The largest seller was Vanguard Group, cutting an estimated $24.2K.
- 27 institutional investors held Coffee Holding Co (JVA) as of Q1 2023, up from 25 in Q4 2022.
- Funds reported $2.14M of Coffee Holding Co stock for Q1 2023, up 1.4% quarter-over-quarter.
- 5 funds opened new Coffee Holding Co positions in Q1 2023 and 3 closed out, a net change of +2 holders.
- The largest Coffee Holding Co buyer in Q1 2023 was Ancora Advisors, an estimated $33.4K added.
- The largest Coffee Holding Co seller in Q1 2023 was Vanguard Group, an estimated $24.2K sold.
Based on aggregated 13F filings for Q1 2023.