Coffee Ownership | Who Owns Coffee?
Coffee Ownership Summary
Coffee is owned by 11.81% institutional investors, 12.70% insiders, and 75.49% retail investors. Renaissance is the largest institutional shareholder, holding 5.69% 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 | 11.81% | 12.70% | 75.49% |
| Sector | Consumer Defensive Stocks | 48.72% | 12.99% | 38.29% |
| Industry | Packaged Foods Stocks | 52.76% | 11.97% | 35.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Renaissance | 324.56K | 5.69% | $759.48K |
| Vanguard group | 164.75K | 2.89% | $385.51K |
| Citadel advisors | 51.51K | 0.90% | $120.53K |
| Geode capital management | 43.35K | 0.76% | $101.44K |
| Quinn opportunity partners | 27.08K | 0.47% | $63.36K |
| Captrust financial advisors | 15.37K | 0.27% | $35.98K |
| Northern trust | 14.32K | 0.25% | $33.52K |
| Clear point advisors | 7.97K | 0.14% | $18.64K |
| Us bancorp \de\ | 6.00K | 0.11% | $14.04K |
| Tower research capital llc (trc) | 3.12K | 0.05% | $7.30K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Clear point advisors | 7.97K | 0.02% | $18.64K |
| Quinn opportunity partners | 27.08K | 0.01% | $63.36K |
| Renaissance | 324.56K | 0.00% | $759.48K |
| Investors research | 2.00K | 0.00% | $4.68K |
| Tower research capital llc (trc) | 3.12K | 0.00% | $7.30K |
| Captrust financial advisors | 15.37K | 0.00% | $35.98K |
| Bank of america corp /de/ | 41.00 | - | $96.00 |
| Advisor group | 825.00 | - | $1.93K |
| Mariner | - | - | - |
| Us bancorp \de\ | 6.00K | - | $14.04K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Citadel advisors | 51.51K | - | 21.41K |
| Captrust financial advisors | 15.37K | 0.00% | 15.37K |
| Renaissance | 324.56K | 0.00% | 8.90K |
| Geode capital management | 43.35K | - | 1.35K |
| Ubs group | 1.13K | - | 1.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Virtu financial | - | - | -15.07K |
| Susquehanna group, llp | - | - | -11.89K |
| Mariner | - | - | -10.00K |
| Tower research capital llc (trc) | 3.12K | 0.00% | -1.36K |
| Wells fargo & company/mn | - | - | -39.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Captrust financial advisors | 15.37K | 0.00% | 15.37K | $35.98K |
| Advisor group | 825.00 | - | 825.00 | $1.93K |
| Bank of america corp /de/ | 41.00 | - | 41.00 | $96.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -39.00 |
| Mariner | -10.00K |
| Susquehanna group, llp | -11.89K |
| Virtu financial | -15.07K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 21 | -16.00% | 936,381 | -15.10% | 16 | 4.39% | 2 | -66.67% | 8 | 33.33% |
| Jun 30, 2023 | 25 | - | 1,102,940 | -3.78% | 19 | 4.79% | 6 | -14.29% | 6 | -25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 157.32K | 2.76% | -7.42K |
| Fidelity Extended Market Index | 29.91K | 0.52% | -121.00 |
| PSM Growth UI | 21.47K | 0.38% | - |
| Fidelity Total Market Index | 10.37K | 0.18% | - |
| NT Ext Equity Mkt Idx Fd - NL | 10.04K | 0.18% | - |
| NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 8.09K | 0.14% | 25.00 |
| Fidelity Series Total Market Index | 6.92K | 0.12% | 2.59K |
| Dimensional US Targeted Value ETF | 6.00K | 0.11% | - |
| BNYM Mellon SL Market Completion UC1 | 4.12K | 0.07% | 4.00 |
| Dimensional US Core Equity 2 ETF | 3.89K | 0.07% | 3.89K |
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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