Coffee Ownership | Who Owns Coffee?
Coffee Ownership Summary
Coffee is owned by 16.56% institutional investors, 12.74% insiders, and 70.70% retail investors. Renaissance is the largest institutional shareholder, holding 6.69% of JVA shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 2.76% of its assets in Coffee shares.
JVA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Coffee | 16.56% | 12.74% | 70.70% |
| Sector | Consumer Defensive Stocks | 43.74% | 14.93% | 41.34% |
| Industry | Packaged Foods Stocks | 47.36% | 14.39% | 38.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Renaissance | 381.96K | 6.69% | $1.31M |
| Vanguard group | 157.32K | 2.76% | $538.05K |
| Quinn opportunity partners | 55.48K | 0.97% | $189.73K |
| Royal bank of canada | 52.00K | 0.91% | $178.00K |
| Citadel advisors | 51.51K | 0.90% | $120.53K |
| Geode capital management | 50.92K | 0.89% | $174.14K |
| Sheaff brock investment advisors | 35.00K | 0.61% | $119.70K |
| Dimensional fund advisors lp | 32.26K | 0.57% | $110.34K |
| Advisor group | 30.95K | 0.54% | $100.11K |
| Goldman sachs group | 27.41K | 0.48% | $93.73K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Quinn opportunity partners | 55.48K | 0.01% | $189.73K |
| Sheaff brock investment advisors | 35.00K | 0.01% | $119.70K |
| Renaissance | 381.96K | 0.00% | $1.31M |
| Bridgeway capital management | 21.32K | 0.00% | $72.90K |
| Empowered funds | 20.32K | 0.00% | $69.48K |
| Integrated wealth concepts | 10.00K | 0.00% | $34.20K |
| Advisor group | 30.95K | 0.00% | $100.11K |
| Captrust financial advisors | 15.37K | 0.00% | $52.58K |
| Tower research capital llc (trc) | 1.45K | 0.00% | $4.97K |
| Susquehanna group, llp | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | 381.96K | 0.00% | 52.50K |
| Royal bank of canada | 52.00K | - | 52.00K |
| Sheaff brock investment advisors | 35.00K | 0.01% | 35.00K |
| Goldman sachs group | 27.41K | - | 27.41K |
| Citadel advisors | 51.51K | - | 21.41K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | - | - | -31.84K |
| Virtu financial | - | - | -15.07K |
| Xtx topco | - | - | -10.52K |
| Susquehanna group, llp | - | - | -10.49K |
| Mariner | - | - | -10.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Royal bank of canada | 52.00K | - | 52.00K | $178.00K |
| Sheaff brock investment advisors | 35.00K | 0.01% | 35.00K | $119.70K |
| Goldman sachs group | 27.41K | - | 27.41K | $93.73K |
| Bridgeway capital management | 21.32K | 0.00% | 21.32K | $72.90K |
| Empowered funds | 20.32K | 0.00% | 20.32K | $69.48K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -1.00 |
| Investors research | -2.00K |
| Clear point advisors | -7.97K |
| Mariner | -10.00K |
| Susquehanna group, llp | -10.49K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 25 | 8.70% | 945,328 | 19.88% | 16 | 8.68% | 12 | - | 6 | 50.00% |
| Sep 30, 2024 | 23 | 27.78% | 788,572 | 17.00% | 13 | 9.91% | 12 | 50.00% | 4 | 300.00% |
| Jun 30, 2024 | 18 | 5.88% | 673,979 | 3.17% | 11 | 9.02% | 8 | 100.00% | 1 | -50.00% |
| Mar 31, 2024 | 17 | -5.56% | 653,264 | -0.93% | 11 | 8.58% | 4 | -20.00% | 2 | -50.00% |
| Dec 31, 2023 | 18 | -14.29% | 659,366 | -29.58% | 11 | 4.29% | 5 | 150.00% | 4 | -50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 157.32K | 2.76% | - |
| RBC Microcap Value I | 52.00K | 0.91% | 52.00K |
| Fidelity Extended Market Index | 28.22K | 0.49% | -180.00 |
| EA Bridgeway Omni Small-Cap Value ETF | 22.37K | 0.39% | 39.00 |
| PSM Growth UI | 21.47K | 0.38% | - |
| Fidelity Total Market Index | 10.31K | 0.18% | - |
| Dimensional US Targeted Value ETF | 10.07K | 0.18% | - |
| DFA US Targeted Value I | 7.58K | 0.13% | 1.84K |
| NT Ext Equity Mkt Idx Fd - L | 7.04K | 0.12% | 3.33K |
| Fidelity Series Total Market Index | 6.71K | 0.12% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 01, 2024 | GORDON ANDREW | CEO and President | Buy | $21.50K |
| Jun 27, 2024 | GORDON ANDREW | CEO and President | Buy | $20.89K |
| Jun 28, 2024 | GORDON ANDREW | CEO and President | Buy | $12.00K |
| Jun 27, 2024 | GORDON DAVID | EVP and COO | Buy | $14.33K |
| Sep 17, 2021 | GORDON DAVID | EVP and Secretary | Buy | $21.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 1 | - |
| 2024 Q2 | 3 | - |
| 2021 Q3 | 4 | - |
| 2020 Q3 | 4 | - |
| 2020 Q2 | 7 | - |
JVA Ownership FAQ
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