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JOF

Japan Smaller Capitalization Fund
JOF

47 hedge funds and large institutions have $178M invested in Japan Smaller Capitalization Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 74.12% → 75.49% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

13% less funds holding

Funds holding: 54 → 47 (-7)

23% less capital invested

Capital invested by funds: $232M → $178M (-$54.6M)

43% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 21

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
47
Holders Change
-7
Holders Change %
-12.96%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
12
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$4.6M
2
Wells Fargo
Wells Fargo
California
+$3.68M
3
Lazard Asset Management
Lazard Asset Management
New York
+$1.89M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.15M
5
SCM
Salem Capital Management
Massachusetts
+$1.11M

Top Sellers

1
BI
Bulldog Investors
New Jersey
-$2.61M
2
WAM
Wolverine Asset Management
Illinois
-$1.78M
3
CA
Cornerstone Advisors
North Carolina
-$938K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$664K
5
Cohen & Steers
Cohen & Steers
New York
-$596K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wedbush Securities
California
– -$140K -12,650 Closed
WAM
52
Weiss Asset Management
Massachusetts
– -$122K -11,035 Closed
WA
53
WealthTrust Axiom
Pennsylvania
– -$112K -10,145 Closed
JIR
54
James Investment Research
Ohio
– -$52K -4,700 Closed
SPIA
55
Steward Partners Investment Advisory
New York
– -$27K -2,411 Closed
AA
56
Ancora Advisors
Ohio
– -$17K -1,500 Closed
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
– -$15K -1,333 Closed
1 2
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