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Coffee Holding Co
JVA

25 hedge funds and large institutions have $2.11M invested in Coffee Holding Co in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

9% more funds holding

Funds holding: 23 → 25 (+2)

0.76% less ownership

Funds ownership: 20.49% → 19.73% (-0.76%)

28% less capital invested

Capital invested by funds: $2.92M → $2.11M (-$814K)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$47.4K
2
TRCT
Tower Research Capital (TRC)
New York
+$13.5K
3
UBS Group
UBS Group
Switzerland
+$3.8K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.08K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$266

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$42.7K
2
JIR
James Investment Research
Ohio
-$41.9K
3
NA
NewEdge Advisors
Louisiana
-$41.9K
4
FCMT
Founders Capital Management (Texas)
Texas
-$20K
5
AA
Ancora Advisors
Ohio
-$13.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$700K -$42.7K -19,100 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$575K +$266 +119 +0%
AA
3
Ancora Advisors
Ohio
$344K -$13.8K -6,188 -4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$91K -$266 -119 -0.3%
AC
5
Aristides Capital
Kentucky
$77.1K – – –
BCM
6
Bridgeway Capital Management
Texas
$67.3K – – –
QOP
7
Quinn Opportunity Partners
Virginia
$55.2K – – –
RJA
8
Raymond James & Associates
Florida
$50.6K -$4.47K -2,000 -7%
Millennium Management
9
Millennium Management
New York
$43K +$47.4K +21,194 New
Northern Trust
10
Northern Trust
Illinois
$29.2K – – –
Mariner
11
Mariner
Kansas
$20K – – –
TRCT
12
Tower Research Capital (TRC)
New York
$20K +$13.5K +6,052 +165%
EARNEST Partners
13
EARNEST Partners
Georgia
$13.6K – – –
US Bancorp
14
US Bancorp
Minnesota
$12.2K – – –
UBS Group
15
UBS Group
Switzerland
$4.08K +$3.8K +1,702 +567%
IRC
16
Investors Research Corp
Georgia
$4.08K – – –
Morgan Stanley
17
Morgan Stanley
New York
$3.02K -$4 -2 -0.1%
HI
18
Harbour Investments
Wisconsin
$867 – – –
NA
19
NewEdge Advisors
Louisiana
$347 -$41.9K -18,769 -99%
FWM
20
Focused Wealth Management
New York
$204 – – –
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$187 +$1.08K +483 +0.5%
Wells Fargo
22
Wells Fargo
California
$71 +$4 +2 +6%
Bank of America
23
Bank of America
North Carolina
$12 +$13 +6 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$2 +$2 +1 New
JIR
25
James Investment Research
Ohio
– -$41.9K -18,769 -99%
1
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JVA Hedge Fund Activity: Q4 2022 in Review

25 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q4 2022, worth a combined $2.11M — down 28% from $2.92M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JVA positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $47.4K. The largest seller was Renaissance Technologies, cutting an estimated $42.7K.

  • 25 institutional investors held Coffee Holding Co (JVA) as of Q4 2022, up from 23 in Q3 2022.
  • Funds reported $2.11M of Coffee Holding Co stock for Q4 2022, down 28% quarter-over-quarter.
  • 3 funds opened new Coffee Holding Co positions in Q4 2022 and 1 closed out, a net change of +2 holders.
  • The largest Coffee Holding Co buyer in Q4 2022 was Millennium Management, an estimated $47.4K added.
  • The largest Coffee Holding Co seller in Q4 2022 was Renaissance Technologies, an estimated $42.7K sold.

Based on aggregated 13F filings for Q4 2022.