Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Coffee Hldg Co Inc (JVA)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — JVA

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
31 hedge funds hold JVA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

18 buying12 selling
Last quarter: 18 funds were net buyers (7 opened a brand new position + 11 added to an existing one). Only 12 were sellers (7 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 7 → 3 → 7. 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+) 26% medium 23% new
16 out of 31 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.
📊

Peak discovery — momentum slowing

6 → 8 → 7 → 3 → 7 new funds/Q
New funds entering each quarter: 8 → 7 → 3 → 7. JVA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 55% veterans vs 29% newcomers

55% veterans 16% 1-2yr 29% new
Entry-cohort mix of 31 holders: 17 (55%) are 2+ year veterans, 5 entered 1–2 years ago, and 9 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
11 of 31 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q1, 18 hedge funds were net buyers of JVA (7 opened a new position, 11 added to an existing one), while 12 reduced or exited (7 trimmed, 5 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 23% 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 new holders than closures). Total institutional holders: 31.

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.

Is It Too Late to Buy Coffee Hldg Co Inc (JVA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JVA has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
JVA
-21.6%
XLP
+1.6%

JVA outperformed XLP by -23.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
JVA
-20.9%
XLP
-1.6%

Since the filing became public, JVA outperformed XLP by -19.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
31 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 31 29 6.9%
13F Shares 1M 1M -1.21%
Total Value $5M $4M 8.21%
New Positions 7 3 +4
Increased Positions 11 7 +4
Closed Positions 5 4 +1
Reduced Positions 7 12 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JVA

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Institutional Holders (2026 Q1)

31 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mcintyre Freedman & Flynn Investment Advisers Inc 0.06% 24,000 $102K
2 Quinn Opportunity Partners LLC 0.03% 120,160 $511K
3 Bridgeway Capital Management, LLC 0.00% 39,420 $168K
4 Renaissance Technologies LLC 0.00% 410,664 $1.7M
5 Empowered Funds, LLC 0.00% 38,420 $163K
6 Centiva Capital, LP 0.00% 14,625 $62K
7 Integrated Wealth Concepts LLC 0.00% 10,000 $42K
8 Allworth Financial LP 0.00% 16,500 $70K
9 SBI Securities Co., Ltd. 0.00% 2,243 $10K
10 Tower Research Capital LLC (TRC) 0.00% 944 $4K
11 Osaic Holdings, INC. 0.00% 16,002 $68K
12 Triumph Capital Management 0.00% 100
13 Captrust Financial Advisors 0.00% 10,474 $45K
14 Farther Finance Advisors, LLC 0.00% 1,830 $8K
15 Two Sigma Investments, LP 0.00% 12,100 $51K
16 Vanguard Fiduciary Trust Co 0.00% 32,178 $137K
17 SHP Wealth Management 0.00% 100
18 Harbour Investments, INC. 0.00% 425 $2K
19 Citadel Advisors LLC 0.00% 36,578 $155K
20 Caitong International Asset Management Co., Ltd 0.00% 15
21 Susquehanna International Group, LLP 0.00% 21,003 $89K
22 Goldman Sachs Group Inc 0.00% 18,768 $80K
23 Vanguard Capital Management LLC 0.00% 77,411 $329K
24 UBS Group AG 0.00% 1,735 $7K
25 Morgan Stanley 0.00% 4,263 $18K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JVA?

More buyers than sellers — 60% buying: Last quarter: 18 funds were net buyers (7 opened a brand new position + 11 added to an existing one). Only 12 were sellers (7 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JVA holders?

Strong quality — 23% AUM from major funds: 11 of 31 holders rank in the top 100 by AUM, accounting for 23% 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: 16 out of 31 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.

Is it too late to buy Coffee Hldg Co Inc (JVA) following the 2026 Q1 hedge fund 13F filings?

As of today, JVA has moved -20.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.6% for the XLP sector ETF — an outperformance of -19.3%. Since the quarter end (March 31, 2026), JVA has gained -21.6% vs +1.6% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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