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Coffee Holding Co
JVA

21 hedge funds and large institutions have $2.74M invested in Coffee Holding Co in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $2.28M → $2.74M (+$459K)

11% more funds holding

Funds holding: 19 → 21 (+2)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$296K
2
GIPM
G2 Investment Partners Management
New York
+$142K
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$84.6K
4
VKH
Virtu KCG Holdings
New York
+$70.3K
5
Renaissance Technologies
Renaissance Technologies
New York
+$62.7K

Top Sellers

Rank Fund Capital Flow
1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$115K
2
JIR
James Investment Research
Ohio
-$28.9K
3
Morgan Stanley
Morgan Stanley
New York
-$8.67K
4
Creative Planning
Creative Planning
Kansas
-$1K
5
Wells Fargo
Wells Fargo
California
-$4
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1
Ancora Advisors
Ohio
$678K +$296K +71,800 +69%
Vanguard Group
2
Vanguard Group
Pennsylvania
$568K +$3.71K +900 +0.6%
SKK
3
Shepherd Kaplan Krochuk
Massachusetts
$382K +$13.2K +3,200 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$266K +$62.7K +15,200 +28%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$162K – – –
GIPM
6
G2 Investment Partners Management
New York
$133K +$142K +34,508 New
CA
7
Cetera Advisors
Colorado
$116K – – –
BFA
8
BlackRock Fund Advisors
California
$89K +$3.15K +763 +3%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$79K +$84.6K +20,500 New
FIMG
10
Financial & Investment Management Group
Michigan
$72K +$8.52K +2,063 +12%
VKH
11
Virtu KCG Holdings
New York
$66K +$70.3K +17,039 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$51K – – –
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$47K – – –
Morgan Stanley
14
Morgan Stanley
New York
$15K -$8.67K -2,100 -34%
JIR
15
James Investment Research
Ohio
$7K -$28.9K -7,000 -79%
BIM
16
BlackRock Investment Management
Delaware
$4K – – –
TRCT
17
Tower Research Capital (TRC)
New York
$3K +$2.61K +632 New
Walleye Trading
18
Walleye Trading
New York
$3K +$2.89K +700 New
Bank of America
19
Bank of America
North Carolina
$1K – – –
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1 – – –
MERSOM
21
Municipal Employees' Retirement System of Michigan
Michigan
– -$115K -29,200 Closed
Creative Planning
22
Creative Planning
Kansas
– -$1K -300 Closed
Wells Fargo
23
Wells Fargo
California
– -$4 -1 Closed
Citigroup
24
Citigroup
New York
– +$153 +37 +3,700%

JVA Hedge Fund Activity: Q4 2015 in Review

21 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q4 2015, worth a combined $2.74M — up 20% from $2.28M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JVA positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Ancora Advisors, adding an estimated $296K. The largest seller was Municipal Employees' Retirement System of Michigan, exiting entirely with an estimated $115K sold.

  • 21 institutional investors held Coffee Holding Co (JVA) as of Q4 2015, up from 19 in Q3 2015.
  • Funds reported $2.74M of Coffee Holding Co stock for Q4 2015, up 20% quarter-over-quarter.
  • 5 funds opened new Coffee Holding Co positions in Q4 2015 and 3 closed out, a net change of +2 holders.
  • The largest Coffee Holding Co buyer in Q4 2015 was Ancora Advisors, an estimated $296K added.
  • The largest Coffee Holding Co seller in Q4 2015 was Municipal Employees' Retirement System of Michigan, an estimated $115K sold.

Based on aggregated 13F filings for Q4 2015.