We are live on ! Find out more
JVA icon

Coffee Holding Co
JVA

27 hedge funds and large institutions have $2.14M invested in Coffee Holding Co in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more funds holding

Funds holding: 25 → 27 (+2)

1% more capital invested

Capital invested by funds: $2.11M → $2.14M (+$30.1K)

0.35% more ownership

Funds ownership: 19.73% → 20.08% (+0.35%)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
3
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$33.4K
2
Citadel Advisors
Citadel Advisors
Florida
+$32.4K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$31K
4
FCMT
Founders Capital Management (Texas)
Texas
+$12.7K
5
Millennium Management
Millennium Management
New York
+$12.2K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$24.2K
2
BCM
Bridgeway Capital Management
Texas
-$21.1K
3
Renaissance Technologies
Renaissance Technologies
New York
-$16.3K
4
RJA
Raymond James & Associates
Florida
-$6.34K
5
TRCT
Tower Research Capital (TRC)
New York
-$4.45K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$627K -$16.3K -7,700 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$505K -$24.2K -11,471 -4%
AA
3
Ancora Advisors
Ohio
$344K +$33.4K +15,829 +9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$168K -$3.23K -1,527 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$83.8K +$8 +4 +0%
AC
6
Aristides Capital
Kentucky
$70.7K – – –
QOP
7
Quinn Opportunity Partners
Virginia
$50.6K – – –
Millennium Management
8
Millennium Management
New York
$50K +$12.2K +5,765 +27%
BCM
9
Bridgeway Capital Management
Texas
$42.8K -$21.1K -10,000 -30%
RJA
10
Raymond James & Associates
Florida
$40.8K -$6.34K -3,000 -12%
Citadel Advisors
11
Citadel Advisors
Florida
$28.5K +$32.4K +15,346 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$27.3K +$31K +14,661 New
Northern Trust
13
Northern Trust
Illinois
$26.8K – – –
Mariner
14
Mariner
Kansas
$19K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$14K -$4.45K -2,108 -22%
EARNEST Partners
16
EARNEST Partners
Georgia
$12.4K – – –
US Bancorp
17
US Bancorp
Minnesota
$11.2K – – –
FCMT
18
Founders Capital Management (Texas)
Texas
$11K +$12.7K +6,000 New
IRC
19
Investors Research Corp
Georgia
$3.72K – – –
Morgan Stanley
20
Morgan Stanley
New York
$2.58K -$205 -97 -7%
HI
21
Harbour Investments
Wisconsin
$795 – – –
UBS Group
22
UBS Group
Switzerland
$411 -$3.76K -1,782 -89%
FWM
23
Focused Wealth Management
New York
$187 – – –
Wells Fargo
24
Wells Fargo
California
$66 – – –
VFA
25
Values First Advisors
Tennessee
$26 +$30 +14 New
1
2

JVA Hedge Fund Activity: Q1 2023 in Review

27 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q1 2023, worth a combined $2.14M — up 1.4% from $2.11M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JVA positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Ancora Advisors, adding an estimated $33.4K. The largest seller was Vanguard Group, cutting an estimated $24.2K.

  • 27 institutional investors held Coffee Holding Co (JVA) as of Q1 2023, up from 25 in Q4 2022.
  • Funds reported $2.14M of Coffee Holding Co stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 5 funds opened new Coffee Holding Co positions in Q1 2023 and 3 closed out, a net change of +2 holders.
  • The largest Coffee Holding Co buyer in Q1 2023 was Ancora Advisors, an estimated $33.4K added.
  • The largest Coffee Holding Co seller in Q1 2023 was Vanguard Group, an estimated $24.2K sold.

Based on aggregated 13F filings for Q1 2023.