Japan Smaller Capitalization Fund
JOF
42 hedge funds and large institutions have $231M invested in Japan Smaller Capitalization Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 5 closing their positions.
12% more capital invested
Capital invested by funds: $206M → $231M (+$25M)
0.43% more ownership
Funds ownership: 74.94% → 75.36% (+0.43%)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$6.07M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$3.52M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$501K |
| 4 |
Morgan Stanley
New York
|
+$401K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$343K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.34M |
| 2 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
-$1.17M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$673K |
| 4 |
AMI
Amica Mutual Insurance
Providence,
Rhode Island
|
-$653K |
| 5 |
APFBOT
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
-$344K |
JOF Hedge Fund Activity: Q1 2017 in Review
42 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Japan Smaller Capitalization Fund (JOF) for Q1 2017, worth a combined $231M — up 12% from $206M a quarter earlier.
Fund positioning in JOF was balanced in Q1 2017: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 12 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $6.07M. The largest seller was Wells Fargo, cutting an estimated $6.34M.
- 42 institutional investors held Japan Smaller Capitalization Fund (JOF) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $231M of Japan Smaller Capitalization Fund stock for Q1 2017, up 12% quarter-over-quarter.
- 5 funds opened new Japan Smaller Capitalization Fund positions in Q1 2017 and 5 closed out, a net change of 0 holders.
- The largest Japan Smaller Capitalization Fund buyer in Q1 2017 was Lazard Asset Management, an estimated $6.07M added.
- The largest Japan Smaller Capitalization Fund seller in Q1 2017 was Wells Fargo, an estimated $6.34M sold.
Based on aggregated 13F filings for Q1 2017.