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JOF

Japan Smaller Capitalization Fund

50 hedge funds and large institutions have $173M invested in Japan Smaller Capitalization Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

9% more capital invested

Capital invested by funds: $159M → $173M (+$14.9M)

1.93% more ownership

Funds ownership: 78.75%80.68% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 5150 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
18
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Saba Capital Management
New York
$145K +$136K +19,071 New
DWM
27
Dakota Wealth Management
Florida
$141K -$7.48K -1,050 -5%
HighTower Advisors
28
HighTower Advisors
Illinois
$137K -$60.4K -8,475 -31%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$123K
WW
30
Waterfront Wealth
Kansas
$114K
SP
31
Successful Portfolios
Florida
$114K +$107K +15,000 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$112K -$54.3K -7,617 -34%
TPM
33
Triasima Portfolio Management
Quebec, Canada
$96.4K -$78.4K -11,000 -46%
SWM
34
Seed Wealth Management
Illinois
$93.7K
MWA
35
Mills Wealth Advisors
Texas
$91.7K +$29 +4 +0%
BCA
36
Bay Colony Advisors
Massachusetts
$83.5K
WAM
37
Weiss Asset Management
Massachusetts
$80.8K +$75.8K +10,642 New
PHS
38
Pekin Hardy Strauss
Illinois
$78.3K
JP Morgan Chase
39
JP Morgan Chase
New York
$51.6K +$48.4K +6,793 New
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$47.2K
Wells Fargo
41
Wells Fargo
California
$40.5K +$435 +61 +1%
UBS Group
42
UBS Group
Switzerland
$25.4K +$23.2K +3,254 +3,576%
Bank of America
43
Bank of America
North Carolina
$15.9K
CPG
44
Custom Portfolio Group
Colorado
$10.8K +$11.7K +1,645 New
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$7.69K -$1.07K -150 -13%
Barclays
46
Barclays
United Kingdom
$7.59K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7K
AA
48
Ancora Advisors
Ohio
$4.55K
Bessemer Group
49
Bessemer Group
New Jersey
$4K -$1.28K -180 -27%
Osaic Holdings
50
Osaic Holdings
Arizona
$2.2K +$1.71K +240 +480%