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Coffee Holding Co
JVA

26 hedge funds and large institutions have $8.53M invested in Coffee Holding Co in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

27% more capital invested

Capital invested by funds: $6.73M → $8.53M (+$1.8M)

4% more funds holding

Funds holding: 25 → 26 (+1)

1.24% less ownership

Funds ownership: 31.46% → 30.22% (-1.2%)

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$60.3K
2
SPIA
Steward Partners Investment Advisory
New York
+$29.7K
3
Osaic Holdings
Osaic Holdings
Arizona
+$22.2K
4
VFA
Values First Advisors
Tennessee
+$11.6K
5
UBS Group
UBS Group
Switzerland
+$3.58K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$184K
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$64.5K
3
Wells Fargo
Wells Fargo
California
-$17K
4
RJA
Raymond James & Associates
Florida
-$346
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$2.18M -$184K -37,201 -8%
AA
2
Ancora Advisors
Ohio
$1.73M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.44M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$672K +$60.3K +12,196 +10%
VFA
5
Values First Advisors
Tennessee
$648K +$11.6K +2,355 +2%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$523K -$64.5K -13,050 -11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$219K – – –
AC
8
Aristides Capital
Kentucky
$187K – – –
RJA
9
Raymond James & Associates
Florida
$186K -$346 -70 -0.2%
BCM
10
Bridgeway Capital Management
Texas
$163K – – –
QOP
11
Quinn Opportunity Partners
Virginia
$136K – – –
Northern Trust
12
Northern Trust
Illinois
$71K +$2.89K +585 +4%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$60K – – –
JIR
14
James Investment Research
Ohio
$59K – – –
NA
15
NewEdge Advisors
Louisiana
$59K – – –
BlackRock
16
BlackRock
New York
$38K +$2.15K +436 +6%
Osaic Holdings
17
Osaic Holdings
Arizona
$35K +$22.2K +4,500 +180%
EARNEST Partners
18
EARNEST Partners
Georgia
$33K – – –
SPIA
19
Steward Partners Investment Advisory
New York
$29.6K +$29.7K +6,000 New
FCMT
20
Founders Capital Management (Texas)
Texas
$20K – – –
UBS Group
21
UBS Group
Switzerland
$19K +$3.58K +724 +23%
IRC
22
Investors Research Corp
Georgia
$10K – – –
Morgan Stanley
23
Morgan Stanley
New York
$7K – – –
TRCT
24
Tower Research Capital (TRC)
New York
$7K +$865 +175 +13%
Wells Fargo
25
Wells Fargo
California
– -$17K -3,447 -98%

JVA Hedge Fund Activity: Q1 2021 in Review

26 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q1 2021, worth a combined $8.53M — up 27% from $6.73M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new JVA positions and 0 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $60.3K. The largest seller was Renaissance Technologies, cutting an estimated $184K.

  • 26 institutional investors held Coffee Holding Co (JVA) as of Q1 2021, up from 25 in Q4 2020.
  • Funds reported $8.53M of Coffee Holding Co stock for Q1 2021, up 27% quarter-over-quarter.
  • 1 fund opened new Coffee Holding Co positions in Q1 2021 and 0 closed out, a net change of +1 holder.
  • The largest Coffee Holding Co buyer in Q1 2021 was Dimensional Fund Advisors, an estimated $60.3K added.
  • The largest Coffee Holding Co seller in Q1 2021 was Renaissance Technologies, an estimated $184K sold.

Based on aggregated 13F filings for Q1 2021.