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Daily Journal

52 hedge funds and large institutions have $128M invested in Daily Journal in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% less ownership

Funds ownership: 39.71%38.34% (-1.4%)

9% less funds holding

Funds holding: 5752 (-5)

14% less capital invested

Capital invested by funds: $148M → $128M (-$20.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

68% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 25

Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
8
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1
RWWM Inc
California
$61.8M +$103K +375 +0.1%
BlackRock
2
BlackRock
New York
$17.4M -$155K -566 -0.8%
HighTower Advisors
3
HighTower Advisors
Illinois
$10M
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.38M -$2.25M -8,186 -17%
State Street
5
State Street
Massachusetts
$5M -$142K -516 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.85M +$81.9K +298 +2%
Northern Trust
7
Northern Trust
Illinois
$3.34M -$364K -1,326 -9%
Bank of America
8
Bank of America
North Carolina
$1.51M -$3.3K -12 -0.2%
CG
9
Caprock Group
Idaho
$1.35M
CCM
10
Covington Capital Management
California
$1.18M
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.14M
N
12
Nuveen
North Carolina
$992K +$6.59K +24 +0.6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$837K -$169K -617 -15%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$805K
Charles Schwab
15
Charles Schwab
California
$669K -$40.1K -146 -5%
SJL
16
Shayne & Jacobs LLC
Tennessee
$654K -$201K -732 -21%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$635K +$27.5K +100 +4%
Wells Fargo
18
Wells Fargo
California
$581K -$71.1K -259 -10%
EA
19
Elm Advisors
California
$513K
Morgan Stanley
20
Morgan Stanley
New York
$435K -$197K -717 -29%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$433K
SHGA
22
Sand Hill Global Advisors
California
$390K
MAM
23
Martingale Asset Management
Massachusetts
$388K -$522K -1,900 -54%
Renaissance Technologies
24
Renaissance Technologies
New York
$339K -$110K -400 -22%
TRCT
25
Tower Research Capital (TRC)
New York
$328K +$253K +921 +212%

DJCO Hedge Fund Activity: Q3 2020 in Review

52 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Daily Journal (DJCO) for Q3 2020, worth a combined $128M — down 14% from $148M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of DJCO and 3 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 8 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $354K. The largest seller was Vanguard Group, cutting an estimated $2.25M.

  • 52 institutional investors held Daily Journal (DJCO) as of Q3 2020, down from 57 in Q2 2020.
  • Funds reported $128M of Daily Journal stock for Q3 2020, down 14% quarter-over-quarter.
  • 3 funds opened new Daily Journal positions in Q3 2020 and 7 closed out, a net change of -4 holders.
  • The largest Daily Journal buyer in Q3 2020 was Millennium Management, an estimated $354K added.
  • The largest Daily Journal seller in Q3 2020 was Vanguard Group, an estimated $2.25M sold.

Based on aggregated 13F filings for Q3 2020.