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JOF

Japan Smaller Capitalization Fund
JOF

56 hedge funds and large institutions have $186M invested in Japan Smaller Capitalization Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

12% more funds holding

Funds holding: 50 → 56 (+6)

11% more capital invested

Capital invested by funds: $168M → $186M (+$18.5M)

1.53% more ownership

Funds ownership: 78.16% → 79.7% (+1.5%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
18
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$2.36M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.31M
3
AC
Almitas Capital
California
+$1.07M
4
1CP
1607 Capital Partners
Virginia
+$588K
5
RL
RPO LLC
Connecticut
+$475K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$2.52M
2
Lazard Asset Management
Lazard Asset Management
New York
-$2.3M
3
KIM
Karpus Investment Management
New York
-$230K
4
AW
Atlas Wealth
Ohio
-$139K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$124K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
Barclays
52
Barclays
United Kingdom
$8.27K – – –
Bessemer Group
53
Bessemer Group
New Jersey
$5K +$562 +72 +12%
AA
54
Ancora Advisors
Ohio
$4.96K – – –
IAIM
55
International Assets Investment Management
Florida
$4.6K +$261K +33,442 +727%
BC
56
Broadwater Capital
Massachusetts
$1.45K – – –
Wells Fargo
57
Wells Fargo
California
$1 -$20.1K -2,572 Closed
AW
58
Atlas Wealth
Ohio
– -$139K -18,397 Closed
1 2
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