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Coffee Holding Co
JVA

23 hedge funds and large institutions have $4.36M invested in Coffee Holding Co in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.85% less ownership

Funds ownership: 23.97% → 22.12% (-1.8%)

12% less funds holding

Funds holding: 26 → 23 (-3)

27% less capital invested

Capital invested by funds: $5.99M → $4.36M (-$1.63M)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$11.7K
2
Morgan Stanley
Morgan Stanley
New York
+$1.88K
3
BlackRock
BlackRock
New York
+$555

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$219K
2
AA
Ancora Advisors
Ohio
-$114K
3
Renaissance Technologies
Renaissance Technologies
New York
-$55.5K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$46K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.32M -$55.5K -13,502 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$997K – – –
FI
3
Fosun International
China
$413K – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$362K -$12.4K -3,020 -3%
AA
5
Ancora Advisors
Ohio
$325K -$114K -27,699 -23%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$151K – – –
AC
7
Aristides Capital
Kentucky
$130K – – –
BCM
8
Bridgeway Capital Management
Texas
$113K – – –
QOP
9
Quinn Opportunity Partners
Virginia
$95K – – –
RJA
10
Raymond James & Associates
Florida
$92K – – –
Neuberger Berman Group
11
Neuberger Berman Group
New York
$72K -$219K -53,223 -72%
JIR
12
James Investment Research
Ohio
$66K – – –
NA
13
NewEdge Advisors
Louisiana
$65K – – –
Northern Trust
14
Northern Trust
Illinois
$49K -$21 -5 -0%
BlackRock
15
BlackRock
New York
$30K +$555 +135 +2%
FCMT
16
Founders Capital Management (Texas)
Texas
$26K – – –
EARNEST Partners
17
EARNEST Partners
Georgia
$23K – – –
UBS Group
18
UBS Group
Switzerland
$17K +$11.7K +2,853 +129%
IRC
19
Investors Research Corp
Georgia
$7K – – –
Morgan Stanley
20
Morgan Stanley
New York
$7K +$1.88K +457 +33%
TRCT
21
Tower Research Capital (TRC)
New York
$1K -$2.4K -584 -58%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$46K -10,614 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
– -$2K -400 Closed
Wells Fargo
24
Wells Fargo
California
– -$4 -1 -3%

JVA Hedge Fund Activity: Q1 2022 in Review

23 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q1 2022, worth a combined $4.36M — down 27% from $5.99M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JVA and 0 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was UBS Group, adding an estimated $11.7K. The largest seller was Neuberger Berman Group, cutting an estimated $219K.

  • 23 institutional investors held Coffee Holding Co (JVA) as of Q1 2022, down from 26 in Q4 2021.
  • Funds reported $4.36M of Coffee Holding Co stock for Q1 2022, down 27% quarter-over-quarter.
  • 0 funds opened new Coffee Holding Co positions in Q1 2022 and 3 closed out, a net change of -3 holders.
  • The largest Coffee Holding Co buyer in Q1 2022 was UBS Group, an estimated $11.7K added.
  • The largest Coffee Holding Co seller in Q1 2022 was Neuberger Berman Group, an estimated $219K sold.

Based on aggregated 13F filings for Q1 2022.