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Daily Journal

54 hedge funds and large institutions have $152M invested in Daily Journal in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

6% more funds holding

Funds holding: 5154 (+3)

1.27% more ownership

Funds ownership: 44.14%45.41% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $156M → $152M (-$3.8M)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
19
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1
RWWM Inc
California
$74.8M +$2.81M +10,392 +4%
BlackRock
2
BlackRock
New York
$19.7M +$581K +2,147 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.6M +$3.97M +14,669 +34%
HighTower Advisors
4
HighTower Advisors
Illinois
$10.4M
State Street
5
State Street
Massachusetts
$5.34M +$45.2K +167 +0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.04M +$293K +1,082 +6%
AZ
7
Aquamarine Zurich
Switzerland
$2.88M
Northern Trust
8
Northern Trust
Illinois
$2.61M +$38.7K +143 +1%
Goldman Sachs
9
Goldman Sachs
New York
$1.98M -$168K -620 -7%
Bank of America
10
Bank of America
North Carolina
$1.8M +$226K +837 +13%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.53M -$3.62M -13,371 -69%
CG
12
Caprock Group
Idaho
$1.4M
Cerity Partners
13
Cerity Partners
New York
$1.22M +$1.31M +4,856 New
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.05M -$172K -636 -13%
N
15
Nuveen
North Carolina
$841K -$157K -582 -15%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$831K
Charles Schwab
17
Charles Schwab
California
$761K -$33.5K -124 -4%
SJL
18
Shayne & Jacobs LLC
Tennessee
$677K
Morgan Stanley
19
Morgan Stanley
New York
$462K +$181K +668 +57%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$458K +$811 +3 +0.2%
Brown Advisory
21
Brown Advisory
Maryland
$401K +$433K +1,600 New
Invesco
22
Invesco
Georgia
$330K +$356K +1,316 New
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$278K -$270 -1 -0.1%
EHC
24
Everett Harris & Co
California
$260K +$281K +1,039 New
Renaissance Technologies
25
Renaissance Technologies
New York
$251K +$27K +100 +11%

DJCO Hedge Fund Activity: Q4 2022 in Review

54 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Daily Journal (DJCO) for Q4 2022, worth a combined $152M — down 2.4% from $156M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DJCO positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.97M. The largest seller was JP Morgan Chase, cutting an estimated $3.62M.

  • 54 institutional investors held Daily Journal (DJCO) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $152M of Daily Journal stock for Q4 2022, down 2.4% quarter-over-quarter.
  • 9 funds opened new Daily Journal positions in Q4 2022 and 5 closed out, a net change of +4 holders.
  • The largest Daily Journal buyer in Q4 2022 was Vanguard Group, an estimated $3.97M added.
  • The largest Daily Journal seller in Q4 2022 was JP Morgan Chase, an estimated $3.62M sold.

Based on aggregated 13F filings for Q4 2022.