We are live on ! Find out more
JVA icon

Coffee Holding Co
JVA

23 hedge funds and large institutions have $5.12M invested in Coffee Holding Co in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

11% more capital invested

Capital invested by funds: $4.62M → $5.12M (+$504K)

10% more funds holding

Funds holding: 21 → 23 (+2)

2.06% more ownership

Funds ownership: 18.5% → 20.56% (+2.1%)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$107K
2
Renaissance Technologies
Renaissance Technologies
New York
+$81.4K
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$66.8K
4
AA
Ancora Advisors
Ohio
+$66.4K
5
Deutsche Bank
Deutsche Bank
Germany
+$42.1K

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$6.46K
2
JIR
James Investment Research
Ohio
-$1.02K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1
Ancora Advisors
Ohio
$1.23M +$66.4K +15,518 +6%
Renaissance Technologies
2
Renaissance Technologies
New York
$863K +$81.4K +19,000 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$845K +$6K +1,400 +0.7%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$623K +$66.8K +15,600 +12%
KCM
5
Kennedy Capital Management
Missouri
$505K +$6.8K +1,588 +1%
RJA
6
Raymond James & Associates
Florida
$245K +$3.42K +800 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$183K – – –
Macquarie Group
8
Macquarie Group
Australia
$108K +$107K +24,997 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$97K – – –
SBIA
10
Sheaff Brock Investment Advisors
Indiana
$81K – – –
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$80K +$29.7K +6,935 +61%
SKK
12
Shepherd Kaplan Krochuk
Massachusetts
$61K – – –
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$53K – – –
JIR
14
James Investment Research
Ohio
$44K -$1.02K -239 -2%
Deutsche Bank
15
Deutsche Bank
Germany
$43K +$42.1K +9,829 +3,276%
BlackRock
16
BlackRock
New York
$18K +$719 +168 +4%
UBS Group
17
UBS Group
Switzerland
$18K +$8.23K +1,923 +86%
Morgan Stanley
18
Morgan Stanley
New York
$10K – – –
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$6K -$6.46K -1,508 -52%
FCMT
20
Founders Capital Management (Texas)
Texas
$4K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1K – – –
Barclays
22
Barclays
United Kingdom
– +$34 +8 New
Bank of America
23
Bank of America
North Carolina
– +$214 +50 New

JVA Hedge Fund Activity: Q1 2018 in Review

23 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q1 2018, worth a combined $5.12M — up 11% from $4.62M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JVA positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $107K. The largest seller was Acadian Asset Management, cutting an estimated $6.46K.

  • 23 institutional investors held Coffee Holding Co (JVA) as of Q1 2018, up from 21 in Q4 2017.
  • Funds reported $5.12M of Coffee Holding Co stock for Q1 2018, up 11% quarter-over-quarter.
  • 3 funds opened new Coffee Holding Co positions in Q1 2018 and 1 closed out, a net change of +2 holders.
  • The largest Coffee Holding Co buyer in Q1 2018 was Macquarie Group, an estimated $107K added.
  • The largest Coffee Holding Co seller in Q1 2018 was Acadian Asset Management, an estimated $6.46K sold.

Based on aggregated 13F filings for Q1 2018.