Japan Smaller Capitalization Fund
JOF
49 hedge funds and large institutions have $156M invested in Japan Smaller Capitalization Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 0 closing their positions.
7% more capital invested
Capital invested by funds: $146M → $156M (+$10.3M)
4% more funds holding
Funds holding: 47 → 49 (+2)
0.48% more ownership
Funds ownership: 79.54% → 80.02% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$483K |
| 2 |
BG
Benedetti & Gucer
Atlanta,
Georgia
|
+$280K |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$275K |
| 4 |
ICMP
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
+$214K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
-$416K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$190K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$108K |
| 4 |
RVPG
Relative Value Partners Group
|
-$87.1K |
| 5 |
PAS
Park Avenue Securities
New York
|
-$86.1K |
JOF Hedge Fund Activity: Q1 2023 in Review
49 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Japan Smaller Capitalization Fund (JOF) for Q1 2023, worth a combined $156M — up 7.1% from $146M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JOF positions and 0 closed out — a net gain of 2 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $483K. The largest seller was Barry Investment Advisors, cutting an estimated $416K.
- 49 institutional investors held Japan Smaller Capitalization Fund (JOF) as of Q1 2023, up from 47 in Q4 2022.
- Funds reported $156M of Japan Smaller Capitalization Fund stock for Q1 2023, up 7.1% quarter-over-quarter.
- 2 funds opened new Japan Smaller Capitalization Fund positions in Q1 2023 and 0 closed out, a net change of +2 holders.
- The largest Japan Smaller Capitalization Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $483K added.
- The largest Japan Smaller Capitalization Fund seller in Q1 2023 was Barry Investment Advisors, an estimated $416K sold.
Based on aggregated 13F filings for Q1 2023.