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JOF

Japan Smaller Capitalization Fund

48 hedge funds and large institutions have $224M invested in Japan Smaller Capitalization Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $181M → $224M (+$42.8M)

9.56% more ownership

Funds ownership: 65.4%74.96% (+9.6%)

7% more funds holding

Funds holding: 4548 (+3)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
5
Increased
7
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$222K
BTS
27
BB&T Securities
Virginia
$205K -$34.6K -3,400 -15%
GC
28
Gratus Capital
Georgia
$192K +$4.92K +484 +3%
SKK
29
Shepherd Kaplan Krochuk
Massachusetts
$174K
WS
30
Wedbush Securities
California
$162K -$3.05K -300 -2%
AA
31
Ancora Advisors
Ohio
$161K
WA
32
WFG Advisors
Texas
$146K
WA
33
WealthTrust Axiom
Pennsylvania
$121K
UBS Group
34
UBS Group
Switzerland
$113K -$2.93K -288 -3%
TC
35
TFS Capital
Pennsylvania
$106K +$103K +10,083 New
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$79K +$9.15K +900 +14%
ARMT
37
Amica Retiree Medical Trust
Rhode Island
$58K
S
38
SignatureFD
Georgia
$46K
JFA
39
JNBA Financial Advisors
Minnesota
$46K +$44.8K +4,400 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$28K
IA
41
IFP Advisors
Florida
$23K
PFBT
42
Parkside Financial Bank & Trust
Missouri
$18K
AG
43
Advisor Group
Arizona
$15K
TRCT
44
Tower Research Capital (TRC)
New York
$14K +$11.1K +1,091 +546%
Barclays
45
Barclays
United Kingdom
$11K
OMC
46
Oasis Management Company
Cayman Islands
$11K
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$1K
MFS
48
MSI Financial Services
Massachusetts
$1K
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
-$44K -4,506 Closed