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Coffee Holding Co

21 hedge funds and large institutions have $4.62M invested in Coffee Holding Co in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 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

17% more funds holding

Funds holding: 1821 (+3)

0.43% more ownership

Funds ownership: 18.07%18.5% (+0.43%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

2% less capital invested

Capital invested by funds: $4.7M → $4.62M (-$81K)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Ancora Advisors
Ohio
$1.14M +$42.4K +10,059 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$823K -$422 -100 -0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$766K +$48.5K +11,500 +7%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$544K -$8.44K -2,000 -2%
KCM
5
Kennedy Capital Management
Missouri
$489K +$21.4K +5,068 +5%
RJA
6
Raymond James & Associates
Florida
$237K -$8.44K -2,000 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$180K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$95K
SBIA
9
Sheaff Brock Investment Advisors
Indiana
$80K
SKK
10
Shepherd Kaplan Krochuk
Massachusetts
$60K -$23.2K -5,500 -28%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$52K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$49K +$48K +11,385 New
JIR
13
James Investment Research
Ohio
$44K -$28.2K -6,688 -39%
BlackRock
14
BlackRock
New York
$17K +$996 +236 +6%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$12K +$12.3K +2,922 New
Morgan Stanley
16
Morgan Stanley
New York
$10K -$4.22K -1,000 -30%
UBS Group
17
UBS Group
Switzerland
$9K +$3.16K +748 +51%
FCMT
18
Founders Capital Management (Texas)
Texas
$4K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1K +$844 +200 +2,857%
Deutsche Bank
20
Deutsche Bank
Germany
$1K +$1.27K +300 New
DCM
21
Delpha Capital Management
New York
+$253 +60 New

JVA Hedge Fund Activity: Q4 2017 in Review

21 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q4 2017, worth a combined $4.62M — down 1.7% from $4.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JVA positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $48.5K. The largest seller was James Investment Research, cutting an estimated $28.2K.

  • 21 institutional investors held Coffee Holding Co (JVA) as of Q4 2017, up from 18 in Q3 2017.
  • Funds reported $4.62M of Coffee Holding Co stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 4 funds opened new Coffee Holding Co positions in Q4 2017 and 1 closed out, a net change of +3 holders.
  • The largest Coffee Holding Co buyer in Q4 2017 was Renaissance Technologies, an estimated $48.5K added.
  • The largest Coffee Holding Co seller in Q4 2017 was James Investment Research, an estimated $28.2K sold.

Based on aggregated 13F filings for Q4 2017.