Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Coffee Hldg Co Inc (JVA)

29 + Investors. Track Smart Money conviction in JVA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — JVA

Based on 29 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JVA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
29 funds currently hold this stock — 94% of the 3.0-year high of 31 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

14 buying13 selling
Last quarter: 14 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 3 → 7 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 28% medium ■ 21% new
15 out of 29 hedge funds have held JVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -0%, value -22%

Value
-22%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~3 new funds/quarter

8 → 7 → 3 → 7 → 3 new funds/Q
New funds entering each quarter: 7 → 3 → 7 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 28% newcomers

■ 55% veterans ■ 17% 1-2yr ■ 28% new
Entry-cohort mix of 29 holders: 16 (55%) are 2+ year veterans, 5 entered 1–2 years ago, and 8 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
9 of 29 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JVA

In 2026 Q2, 14 hedge funds were net buyers of JVA (3 opened a new position, 11 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 21% of total institutional value in JVA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 29.

Hedge Fund Ownership: JVA

How many hedge funds hold JVA — quarterly history vs. share price
Quarterly hedge fund ownership of JVA vs. share price

Market Analysis: JVA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JVA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: JVA
2026 Q3 Stats Unlock in 29 days 29 + Investors

Track Smart Money conviction in JVA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 31 -6.45%
13F Shares 1M 1M -0.34%
Total Value $4M $5M -22.12%
New Positions 3 7 -4
Increased Positions 11 11 -
Closed Positions 5 5 -
Reduced Positions 8 7 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JVA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

29 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JVA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JVA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mcintyre Freedman & Flynn Investment Advisers Inc 0.06% 29,000 $97K
2 Quinn Opportunity Partners LLC 0.02% 116,160 $388K
3 Bridgeway Capital Management, LLC 0.00% 43,219 $144K
4 Renaissance Technologies LLC 0.00% 427,964 $1.4M
5 Empowered Funds, LLC 0.00% 42,219 $141K
6 Centiva Capital, LP 0.00% 18,643 $62K
7 Tower Research Capital LLC (TRC) 0.00% 2,332 $8K
8 SBI Securities Co., Ltd. 0.00% 2,243 $7K
9 Integrated Wealth Concepts LLC 0.00% 10,000 $33K
10 Hrt Financial LP 0.00% 16,432 $54K
11 Arax Advisory Partners 0.00% 4,000 $13K
12 Allworth Financial LP 0.00% 5,000 $17K
13 Triumph Capital Management 0.00% 100 —
14 Captrust Financial Advisors 0.00% 10,474 $35K
15 Vanguard Fiduciary Trust Co 0.00% 32,178 $107K
16 Harbour Investments, INC. 0.00% 425 $1K
17 Citadel Advisors LLC 0.00% 39,604 $132K
18 Vanguard Capital Management LLC 0.00% 80,883 $270K
19 Goldman Sachs Group Inc 0.00% 16,093 $54K
20 Caitong International Asset Management Co., Ltd 0.00% 7 —
21 Osaic Holdings, INC. 0.00% 547 $2K
22 Morgan Stanley 0.00% 6,264 $21K
23 Citigroup Inc 0.00% 876 $3K
24 UBS Group AG 0.00% 890 $3K
25 Fmr LLC 0.00% 965 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Coffee Hldg Co Inc (JVA)

What does the Smart Money Trend signal show for JVA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JVA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JVA?

Slight buying edge — 52% buying: Last quarter: 14 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JVA holders?

Strong quality — 21% AUM from major funds: 9 of 29 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JVA?

52% of holders stayed for 2+ years: 15 out of 29 hedge funds have held JVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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