Japan Smaller Capitalization Fund
JOF
47 hedge funds and large institutions have $146M invested in Japan Smaller Capitalization Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 6 closing their positions.
90% more capital inflows, than outflows
Capital inflows: $5.17M | Capital outflows: $2.73M
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
2% more funds holding
Funds holding: 46 → 47 (+1)
1.38% more ownership
Funds ownership: 78.16% → 79.54% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.41M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.25M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
+$499K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$239K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$161K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
-$871K |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$397K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$321K |
| 4 |
HA
Hamel Associates
Chatham,
New Jersey
|
-$293K |
| 5 |
HPM
Hudson Portfolio Management
Garrison,
New York
|
-$134K |
JOF Hedge Fund Activity: Q4 2022 in Review
47 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in Japan Smaller Capitalization Fund (JOF) for Q4 2022, worth a combined $146M — up 13% from $130M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JOF positions and 6 closed out — a net gain of 2 holders — while 15 added to existing stakes and 18 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $2.41M. The largest seller was Barry Investment Advisors, cutting an estimated $871K.
- 47 institutional investors held Japan Smaller Capitalization Fund (JOF) as of Q4 2022, up from 46 in Q3 2022.
- Funds reported $146M of Japan Smaller Capitalization Fund stock for Q4 2022, up 13% quarter-over-quarter.
- 8 funds opened new Japan Smaller Capitalization Fund positions in Q4 2022 and 6 closed out, a net change of +2 holders.
- The largest Japan Smaller Capitalization Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $2.41M added.
- The largest Japan Smaller Capitalization Fund seller in Q4 2022 was Barry Investment Advisors, an estimated $871K sold.
Based on aggregated 13F filings for Q4 2022.