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Coffee Holding Co

25 hedge funds and large institutions have $3.25M invested in Coffee Holding Co in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

28% more capital invested

Capital invested by funds: $2.55M → $3.25M (+$705K)

9% more funds holding

Funds holding: 2325 (+2)

2.85% more ownership

Funds ownership: 13.81%16.66% (+2.8%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
5
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
$1.31M +$181K +52,500 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$538K
QOP
3
Quinn Opportunity Partners
Virginia
$190K +$51.7K +15,000 +37%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$178K +$179K +52,000 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$174K -$744 -216 -0.4%
Osaic Holdings
6
Osaic Holdings
Arizona
$126K +$20.1K +5,825 +19%
SBIA
7
Sheaff Brock Investment Advisors
Indiana
$120K +$121K +35,000 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$110K +$67.2K +19,518 +153%
Goldman Sachs
9
Goldman Sachs
New York
$93.7K +$94.4K +27,408 New
BCM
10
Bridgeway Capital Management
Texas
$72.9K +$73.4K +21,316 New
EF
11
Empowered Funds
Pennsylvania
$69.5K +$70K +20,316 New
Citadel Advisors
12
Citadel Advisors
Florida
$69.3K -$99.5K -28,886 -59%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$52.6K
UBS Group
14
UBS Group
Switzerland
$36.1K +$18.2K +5,294 +100%
Citigroup
15
Citigroup
New York
$35.2K +$35.5K +10,304 New
IWC
16
Integrated Wealth Concepts
Massachusetts
$34.2K
US Bancorp
17
US Bancorp
Minnesota
$20.5K
SS
18
SBI Securities
Japan
$6.85K +$6.89K +2,002 New
IRC
19
Investors Research Corp
Georgia
$6.84K
TRCT
20
Tower Research Capital (TRC)
New York
$4.97K -$155 -45 -3%
Morgan Stanley
21
Morgan Stanley
New York
$4.73K
HI
22
Harbour Investments
Wisconsin
$1.45K
Lazard Asset Management
23
Lazard Asset Management
New York
$1K +$1.93K +561 New
Bank of America
24
Bank of America
North Carolina
$140 -$72 -21 -34%
JP Morgan Chase
25
JP Morgan Chase
New York
$51 -$293 -85 -85%

JVA Hedge Fund Activity: Q4 2024 in Review

25 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Coffee Holding Co (JVA) for Q4 2024, worth a combined $3.25M — up 28% from $2.55M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JVA positions and 6 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $181K. The largest seller was Millennium Management, exiting entirely with an estimated $103K sold.

  • 25 institutional investors held Coffee Holding Co (JVA) as of Q4 2024, up from 23 in Q3 2024.
  • Funds reported $3.25M of Coffee Holding Co stock for Q4 2024, up 28% quarter-over-quarter.
  • 8 funds opened new Coffee Holding Co positions in Q4 2024 and 6 closed out, a net change of +2 holders.
  • The largest Coffee Holding Co buyer in Q4 2024 was Renaissance Technologies, an estimated $181K added.
  • The largest Coffee Holding Co seller in Q4 2024 was Millennium Management, an estimated $103K sold.

Based on aggregated 13F filings for Q4 2024.