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JOF

Japan Smaller Capitalization Fund

41 hedge funds and large institutions have $135M invested in Japan Smaller Capitalization Fund in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $102M → $135M (+$32.4M)

10.84% more ownership

Funds ownership: 38.2%49.04% (+11%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

2% less funds holding

Funds holding: 4241 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
12
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
26
Clough Capital Partners
Massachusetts
$183K
WA
27
WealthTrust Axiom
Pennsylvania
$179K -$4.82K -500 -3%
SKK
28
Shepherd Kaplan Krochuk
Massachusetts
$160K
AA
29
Ancora Advisors
Ohio
$148K +$11.6K +1,200 +9%
KMC
30
Kirr Marbach & Co
Indiana
$128K
GC
31
Guggenheim Capital
Illinois
$113K +$7.04K +730 +7%
FT
32
Fiduciary Trust
Massachusetts
$113K +$112K +11,612 New
Creative Planning
33
Creative Planning
Kansas
$54K -$26.8K -2,776 -33%
S
34
SignatureFD
Georgia
$43K
MFS
35
MSI Financial Services
Massachusetts
$34K
Ameriprise
36
Ameriprise
Minnesota
$33K
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$16K
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$14K +$13.6K +1,405 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$11K
AIG
40
American International Group
New York
$6.31K
Citigroup
41
Citigroup
New York
$3K +$2.04K +211 +297%
TC
42
TFS Capital
Pennsylvania
-$565K -59,794 Closed
LCM
43
Landscape Capital Management
New Jersey
-$163K -17,236 Closed
WRM
44
Westport Resources Management
Connecticut
-$9K -1,000 Closed
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
-$1K -121 Closed