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JOF

Japan Smaller Capitalization Fund

50 hedge funds and large institutions have $174M invested in Japan Smaller Capitalization Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more capital invested

Capital invested by funds: $173M → $174M (+$532K)

0% more funds holding

Funds holding: 5050 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

3.68% less ownership

Funds ownership: 80.68%77.01% (-3.7%)

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
13
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
26
Ingalls & Snyder LLC
New York
$160K
CL
27
CSS LLC
Illinois
$159K
DWM
28
Dakota Wealth Management
Florida
$157K +$7.72K +1,000 +5%
SCM
29
Saba Capital Management
New York
$152K
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$129K
HighTower Advisors
31
HighTower Advisors
Illinois
$126K -$16.2K -2,098 -11%
SP
32
Successful Portfolios
Florida
$120K
WW
33
Waterfront Wealth
Kansas
$114K
PHS
34
Pekin Hardy Strauss
Illinois
$104K +$21.1K +2,734 +27%
SWM
35
Seed Wealth Management
Illinois
$97.6K
UBS Group
36
UBS Group
Switzerland
$71.8K +$43.7K +5,655 +169%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$49.6K
Wells Fargo
38
Wells Fargo
California
$42.6K +$8 +1 +0%
Bank of America
39
Bank of America
North Carolina
$16.8K
RFA
40
Register Financial Advisors
Georgia
$12K +$11.6K +1,500 New
CPG
41
Custom Portfolio Group
Colorado
$11.3K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.27K +1,200 New
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$9.78K +$1.65K +213 +21%
Osaic Holdings
44
Osaic Holdings
Arizona
$9.58K +$7.03K +910 +314%
Barclays
45
Barclays
United Kingdom
$7.98K
WAM
46
Wolverine Asset Management
Illinois
$7.49K -$413K -53,437 -98%
AA
47
Ancora Advisors
Ohio
$4.79K
Bessemer Group
48
Bessemer Group
New Jersey
$4K -$247 -32 -7%
BC
49
Broadwater Capital
Massachusetts
$1.4K +$1.35K +175 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$8 +$8 +1 New