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Coffee Holding Co
JVA

21 hedge funds and large institutions have $814K invested in Coffee Holding Co in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.92% less ownership

Funds ownership: 19.32% → 16.4% (-2.9%)

16% less funds holding

Funds holding: 25 → 21 (-4)

47% less capital invested

Capital invested by funds: $1.53M → $814K (-$719K)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$1.19K
2
Wells Fargo
Wells Fargo
California
+$1

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$56.7K
2
AA
Ancora Advisors
Ohio
-$25.4K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$24.4K
4
HF
HRT Financial
New York
-$22K
5
RJA
Raymond James & Associates
Florida
-$19.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$280K -$9.23K -7,200 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$179K -$56.7K -44,264 -18%
AA
3
Ancora Advisors
Ohio
$143K -$25.4K -19,810 -11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$39K -$24.4K -19,020 -30%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$36.3K -$3.9K -3,043 -7%
AC
6
Aristides Capital
Kentucky
$30.4K -$3.7K -2,887 -8%
QOP
7
Quinn Opportunity Partners
Virginia
$23.6K – – –
RJA
8
Raymond James & Associates
Florida
$20.9K -$19.2K -15,000 -38%
Citadel Advisors
9
Citadel Advisors
Florida
$14.5K -$8.07K -6,296 -27%
Northern Trust
10
Northern Trust
Illinois
$12.5K – – –
Mariner
11
Mariner
Kansas
$8.65K – – –
TRCT
12
Tower Research Capital (TRC)
New York
$6.31K +$1.19K +926 +15%
EARNEST Partners
13
EARNEST Partners
Georgia
$5.79K – – –
US Bancorp
14
US Bancorp
Minnesota
$5.22K – – –
FCMT
15
Founders Capital Management (Texas)
Texas
$5.19K – – –
IRC
16
Investors Research Corp
Georgia
$1.73K – – –
Morgan Stanley
17
Morgan Stanley
New York
$1.2K – – –
HI
18
Harbour Investments
Wisconsin
$370 – – –
FWM
19
Focused Wealth Management
New York
$87 – – –
JP Morgan Chase
20
JP Morgan Chase
New York
$87 – – –
Wells Fargo
21
Wells Fargo
California
$33 +$1 +1 +3%
HF
22
HRT Financial
New York
– -$22K -16,053 Closed
Jane Street
23
Jane Street
New York
– -$16.4K -11,774 Closed
BCM
24
Bridgeway Capital Management
Texas
– -$15.4K -11,100 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
– -$15.3K -11,039 Closed

JVA Hedge Fund Activity: Q3 2023 in Review

21 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q3 2023, worth a combined $814K — down 47% from $1.53M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JVA and 0 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 2 added.

The largest buyer was Tower Research Capital (TRC), adding an estimated $1.19K. The largest seller was Vanguard Group, cutting an estimated $56.7K.

  • 21 institutional investors held Coffee Holding Co (JVA) as of Q3 2023, down from 25 in Q2 2023.
  • Funds reported $814K of Coffee Holding Co stock for Q3 2023, down 47% quarter-over-quarter.
  • 0 funds opened new Coffee Holding Co positions in Q3 2023 and 4 closed out, a net change of -4 holders.
  • The largest Coffee Holding Co buyer in Q3 2023 was Tower Research Capital (TRC), an estimated $1.19K added.
  • The largest Coffee Holding Co seller in Q3 2023 was Vanguard Group, an estimated $56.7K sold.

Based on aggregated 13F filings for Q3 2023.