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Coffee Holding Co

24 hedge funds and large institutions have $7.91M invested in Coffee Holding Co in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $6.32M → $7.91M (+$1.59M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

1.99% more ownership

Funds ownership: 28.89%30.88% (+2%)

23% less funds holding

Funds holding: 3124 (-7)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
24
Holders Change
-7
Holders Change %
-22.58%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
4
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.72M +$70.4K +17,220 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.34M
AA
3
Ancora Advisors
Ohio
$1.3M +$101K +24,595 +9%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$1.11M +$155K +37,900 +19%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$634K
VFA
6
Values First Advisors
Tennessee
$414K +$367K +89,895 New
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$300K -$17.9K -4,369 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$204K
RJA
9
Raymond James & Associates
Florida
$178K +$6.13K +1,500 +4%
BCM
10
Bridgeway Capital Management
Texas
$152K
QOP
11
Quinn Opportunity Partners
Virginia
$126K
Northern Trust
12
Northern Trust
Illinois
$72K
B
13
Bailard
California
$62K +$55.3K +13,531 New
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$56K
JIR
15
James Investment Research
Ohio
$55K
NA
16
NewEdge Advisors
Louisiana
$55K
EARNEST Partners
17
EARNEST Partners
Georgia
$31K
BlackRock
18
BlackRock
New York
$31K +$527 +129 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$18K -$441 -108 -3%
FCMT
20
Founders Capital Management (Texas)
Texas
$14K
Deutsche Bank
21
Deutsche Bank
Germany
$13K -$48.8K -11,944 -80%
Morgan Stanley
22
Morgan Stanley
New York
$12K -$539 -132 -5%
IRC
23
Investors Research Corp
Georgia
$9K
KCM
24
Kennedy Capital Management
Missouri
-$83K -21,131 Closed
AIM
25
Alambic Investment Management
California
-$80K -20,402 Closed

JVA Hedge Fund Activity: Q4 2019 in Review

24 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q4 2019, worth a combined $7.91M — up 25% from $6.32M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JVA and 2 opened new positions — a net loss of 7 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Neuberger Berman Group, adding an estimated $155K. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $83K sold.

  • 24 institutional investors held Coffee Holding Co (JVA) as of Q4 2019, down from 31 in Q3 2019.
  • Funds reported $7.91M of Coffee Holding Co stock for Q4 2019, up 25% quarter-over-quarter.
  • 2 funds opened new Coffee Holding Co positions in Q4 2019 and 9 closed out, a net change of -7 holders.
  • The largest Coffee Holding Co buyer in Q4 2019 was Neuberger Berman Group, an estimated $155K added.
  • The largest Coffee Holding Co seller in Q4 2019 was Kennedy Capital Management, an estimated $83K sold.

Based on aggregated 13F filings for Q4 2019.