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Coffee Holding Co

18 hedge funds and large institutions have $601K invested in Coffee Holding Co in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.83% less ownership

Funds ownership: 16.4%11.57% (-4.8%)

14% less funds holding

Funds holding: 2118 (-3)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

26% less capital invested

Capital invested by funds: $814K → $601K (-$213K)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$288K -$4.82K -6,000 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$150K -$33.3K -41,471 -20%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$37.7K
QOP
4
Quinn Opportunity Partners
Virginia
$24.6K
Citadel Advisors
5
Citadel Advisors
Florida
$21.9K +$6.16K +7,676 +46%
RJA
6
Raymond James & Associates
Florida
$21.8K
Northern Trust
7
Northern Trust
Illinois
$13K
Millennium Management
8
Millennium Management
New York
$10.4K +$9.28K +11,560 New
Mariner
9
Mariner
Kansas
$8.98K
CPA
10
Clear Point Advisors
New York
$7.15K +$6.39K +7,968 New
TRCT
11
Tower Research Capital (TRC)
New York
$6.49K -$98 -122 -2%
US Bancorp
12
US Bancorp
Minnesota
$5.46K
Morgan Stanley
13
Morgan Stanley
New York
$2.51K +$1.11K +1,381 +100%
IRC
14
Investors Research Corp
Georgia
$1.8K
HI
15
Harbour Investments
Wisconsin
$387
UBS Group
16
UBS Group
Switzerland
$210 +$185 +231 New
JP Morgan Chase
17
JP Morgan Chase
New York
$89 -$1 -1 -1%
Wells Fargo
18
Wells Fargo
California
$35 +$1 +1 +3%
AA
19
Ancora Advisors
Ohio
-$143K -164,097 Closed
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
-$39K -45,084 Closed
AC
21
Aristides Capital
Kentucky
-$30.4K -34,920 Closed
EARNEST Partners
22
EARNEST Partners
Georgia
-$5.79K -6,656 Closed
FCMT
23
Founders Capital Management (Texas)
Texas
-$5.19K -6,000 Closed
FWM
24
Focused Wealth Management
New York
-$87 -100 Closed

JVA Hedge Fund Activity: Q4 2023 in Review

18 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q4 2023, worth a combined $601K — down 26% from $814K a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JVA and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 3 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $9.28K. The largest seller was Ancora Advisors, exiting entirely with an estimated $143K sold.

  • 18 institutional investors held Coffee Holding Co (JVA) as of Q4 2023, down from 21 in Q3 2023.
  • Funds reported $601K of Coffee Holding Co stock for Q4 2023, down 26% quarter-over-quarter.
  • 3 funds opened new Coffee Holding Co positions in Q4 2023 and 6 closed out, a net change of -3 holders.
  • The largest Coffee Holding Co buyer in Q4 2023 was Millennium Management, an estimated $9.28K added.
  • The largest Coffee Holding Co seller in Q4 2023 was Ancora Advisors, an estimated $143K sold.

Based on aggregated 13F filings for Q4 2023.