JOF

Japan Smaller Capitalization Fund

45 hedge funds and large institutions have $231M invested in Japan Smaller Capitalization Fund in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
45
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.79M
2 +$1.79M
3 +$1.49M
4
PHS
Pekin Hardy Strauss
Illinois
+$1.12M
5
MG
Marex Group
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$57.8M
1CP
2
1607 Capital Partners
Virginia
$43.8M
COLIM
3
City of London Investment Management
United Kingdom
$37.1M
Lazard Asset Management
4
Lazard Asset Management
New York
$24.4M
SCM
5
Saba Capital Management
New York
$24M
Bank of America
6
Bank of America
North Carolina
$8.35M
KIM
7
Karpus Investment Management
New York
$6.98M
AC
8
Almitas Capital
California
$5.08M
Morgan Stanley
9
Morgan Stanley
New York
$3.28M
BI
10
Bulldog Investors
New Jersey
$2.3M
PHS
11
Pekin Hardy Strauss
Illinois
$2.08M
MAA
12
Mraz Amerine & Associates
California
$1.63M
RA
13
Raffles Associates
New York
$1.55M
BIA
14
Barry Investment Advisors
Massachusetts
$1.54M
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$1.39M
HC
16
Hara Capital
Washington
$1.35M
Raymond James Financial
17
Raymond James Financial
Florida
$1.07M
SFS
18
Shaker Financial Services
Virginia
$1.03M
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$773K
Baird Financial Group
20
Baird Financial Group
Wisconsin
$692K
CIBC World Market
21
CIBC World Market
Ontario, Canada
$619K
HPM
22
Hudson Portfolio Management
New York
$535K
BA
23
Bard Associates
Illinois
$503K
BCM
24
Barometer Capital Management
Ontario, Canada
$444K
DAS
25
Dynamic Advisor Solutions
Arizona
$368K