Coffee Holding Co
20 hedge funds and large institutions have $1.87M invested in Coffee Holding Co in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
0.3% more ownership
Funds ownership: 5.38% → 5.68% (+0.3%)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
6% less capital invested
Capital invested by funds: $2M → $1.87M (-$129K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$392K |
| 2 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$158K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$90.2K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$8.11K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.93K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$322K |
| 2 |
D.E. Shaw & Co
New York
|
-$106K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$63K |
| 4 |
Morgan Stanley
New York
|
-$27.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$26.3K |
JVA Hedge Fund Activity: Q4 2013 in Review
20 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q4 2013, worth a combined $1.87M — down 6.5% from $2M a quarter earlier.
Fund positioning in JVA was balanced in Q4 2013: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was Financial & Investment Management Group, opening a new position worth an estimated $392K. The largest seller was BlackRock Institutional Trust, exiting entirely with an estimated $322K sold.
- 20 institutional investors held Coffee Holding Co (JVA) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $1.87M of Coffee Holding Co stock for Q4 2013, down 6.5% quarter-over-quarter.
- 5 funds opened new Coffee Holding Co positions in Q4 2013 and 5 closed out, a net change of 0 holders.
- The largest Coffee Holding Co buyer in Q4 2013 was Financial & Investment Management Group, an estimated $392K added.
- The largest Coffee Holding Co seller in Q4 2013 was BlackRock Institutional Trust, an estimated $322K sold.
Based on aggregated 13F filings for Q4 2013.