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Coffee Holding Co

23 hedge funds and large institutions have $4.92M invested in Coffee Holding Co in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

8% more capital invested

Capital invested by funds: $4.57M → $4.92M (+$356K)

5% more funds holding

Funds holding: 2223 (+1)

1.8% more ownership

Funds ownership: 16.28%18.08% (+1.8%)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Ancora Advisors
Ohio
$1.06M +$124K +26,500 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$897K
Renaissance Technologies
3
Renaissance Technologies
New York
$651K -$96.5K -20,700 -13%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$640K +$466 +100 +0.1%
KCM
5
Kennedy Capital Management
Missouri
$323K +$324K +69,526 New
RJA
6
Raymond James & Associates
Florida
$262K +$16.3K +3,500 +7%
AG
7
Algert Global
California
$208K +$7K +1,500 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$196K
SKK
9
Shepherd Kaplan Krochuk
Massachusetts
$108K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$103K
SBIA
11
Sheaff Brock Investment Advisors
Indiana
$87K
ANTB
12
AMG National Trust Bank
Colorado
$77K
VKH
13
Virtu KCG Holdings
New York
$71K -$32.3K -6,931 -31%
JIR
14
James Investment Research
Ohio
$63K +$16.5K +3,532 +36%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$57K
FIMG
16
Financial & Investment Management Group
Michigan
$53K -$933 -200 -2%
Morgan Stanley
17
Morgan Stanley
New York
$26K +$1.23K +264 +5%
BlackRock
18
BlackRock
New York
$13K +$12.9K +2,758 New
UBS Group
19
UBS Group
Switzerland
$12K +$4.84K +1,039 +64%
TRCT
20
Tower Research Capital (TRC)
New York
$6K +$5.79K +1,241 New
FCMT
21
Founders Capital Management (Texas)
Texas
$5K +$4.66K +1,000 New
Walleye Trading
22
Walleye Trading
New York
$5 -$466 -100 -8%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
-$1K -200 Closed
Bank of America
24
Bank of America
North Carolina
+$135 +29 +1,450%

JVA Hedge Fund Activity: Q1 2017 in Review

23 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q1 2017, worth a combined $4.92M — up 7.8% from $4.57M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JVA positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $324K. The largest seller was Renaissance Technologies, cutting an estimated $96.5K.

  • 23 institutional investors held Coffee Holding Co (JVA) as of Q1 2017, up from 22 in Q4 2016.
  • Funds reported $4.92M of Coffee Holding Co stock for Q1 2017, up 7.8% quarter-over-quarter.
  • 4 funds opened new Coffee Holding Co positions in Q1 2017 and 1 closed out, a net change of +3 holders.
  • The largest Coffee Holding Co buyer in Q1 2017 was Kennedy Capital Management, an estimated $324K added.
  • The largest Coffee Holding Co seller in Q1 2017 was Renaissance Technologies, an estimated $96.5K sold.

Based on aggregated 13F filings for Q1 2017.