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Coffee Holding Co
JVA

25 hedge funds and large institutions have $8.89M invested in Coffee Holding Co in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $8.53M → $8.89M (+$365K)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

1.22% less ownership

Funds ownership: 30.22% → 29% (-1.2%)

4% less funds holding

Funds holding: 26 → 25 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$79K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$74.1K
3
JIR
James Investment Research
Ohio
+$43.6K
4
NA
NewEdge Advisors
Louisiana
+$43.6K
5
FCMT
Founders Capital Management (Texas)
Texas
+$5.33K

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$357K
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$90.7K
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$60K
4
RJA
Raymond James & Associates
Florida
-$50.3K
5
SPIA
Steward Partners Investment Advisory
New York
-$29.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$2.45M +$79K +14,806 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.56M – – –
AA
3
Ancora Advisors
Ohio
$1.51M -$357K -66,909 -19%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$802K +$74.1K +13,900 +10%
VFA
5
Values First Advisors
Tennessee
$691K -$12.8K -2,407 -2%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$477K -$90.7K -17,000 -16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$238K – – –
AC
8
Aristides Capital
Kentucky
$203K – – –
BCM
9
Bridgeway Capital Management
Texas
$177K – – –
RJA
10
Raymond James & Associates
Florida
$152K -$50.3K -9,430 -25%
QOP
11
Quinn Opportunity Partners
Virginia
$148K – – –
JIR
12
James Investment Research
Ohio
$108K +$43.6K +8,180 +69%
NA
13
NewEdge Advisors
Louisiana
$108K +$43.6K +8,180 +69%
Northern Trust
14
Northern Trust
Illinois
$77K – – –
BlackRock
15
BlackRock
New York
$43K +$1.24K +232 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$39K +$1.44K +270 +4%
EARNEST Partners
17
EARNEST Partners
Georgia
$36K – – –
FCMT
18
Founders Capital Management (Texas)
Texas
$27K +$5.33K +1,000 +25%
IRC
19
Investors Research Corp
Georgia
$11K – – –
UBS Group
20
UBS Group
Switzerland
$10K -$10.4K -1,947 -50%
TRCT
21
Tower Research Capital (TRC)
New York
$7K -$1.26K -236 -16%
Morgan Stanley
22
Morgan Stanley
New York
$7K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1K +$1.12K +210 New
California Public Employees Retirement System
24
California Public Employees Retirement System
California
– -$60K -12,200 Closed
SPIA
25
Steward Partners Investment Advisory
New York
– -$29.6K -6,000 Closed
1
2

JVA Hedge Fund Activity: Q2 2021 in Review

25 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q2 2021, worth a combined $8.89M — up 4.3% from $8.53M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JVA and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 7 added.

The largest buyer was Renaissance Technologies, adding an estimated $79K. The largest seller was Ancora Advisors, cutting an estimated $357K.

  • 25 institutional investors held Coffee Holding Co (JVA) as of Q2 2021, down from 26 in Q1 2021.
  • Funds reported $8.89M of Coffee Holding Co stock for Q2 2021, up 4.3% quarter-over-quarter.
  • 2 funds opened new Coffee Holding Co positions in Q2 2021 and 3 closed out, a net change of -1 holder.
  • The largest Coffee Holding Co buyer in Q2 2021 was Renaissance Technologies, an estimated $79K added.
  • The largest Coffee Holding Co seller in Q2 2021 was Ancora Advisors, an estimated $357K sold.

Based on aggregated 13F filings for Q2 2021.