Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Japan Smaller Capitalization (JOF)

57 + Investors. Track Smart Money conviction in JOF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — JOF

Based on 56 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added JOF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
56 hedge funds hold JOF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

24 buying25 selling
Last quarter: 25 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 2 → 12 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 12% medium ■ 21% new
37 out of 56 hedge funds have held JOF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

3 → 4 → 2 → 12 → 11 new funds/Q
New funds entering each quarter: 4 → 2 → 12 → 11. A growing number of institutions are discovering JOF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 20% newcomers

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Entry-cohort mix of 56 holders: 40 (71%) are 2+ year veterans, 5 entered 1–2 years ago, and 11 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
7 of 56 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JOF

In 2026 Q1, 24 hedge funds were net buyers of JOF (11 opened a new position, 13 added to an existing one), while 25 reduced or exited (20 trimmed, 5 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: JOF

How many hedge funds hold JOF — quarterly history vs. share price
Quarterly hedge fund ownership of JOF vs. share price

Market Analysis: JOF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JOF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: JOF
57 + Investors

Track Smart Money conviction in JOF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 57 56 1.79%
13F Shares 21M 22M -5.77%
Total Value $242M $238M 1.82%
New Positions 12 11 +1
Increased Positions 15 13 +2
Closed Positions 11 5 +6
Reduced Positions 14 20 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JOF

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Institutional Holders (2026 Q2)

57 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JOF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JOF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altium Capital Management LLC 3.73% 150,412 $1.8M
2 1607 Capital Partners, LLC 2.79% 2,724,109 $32.1M
3 City of London Investment Management Co Ltd 2.76% 3,894,571 $45.9M
4 Raffles Associates LP 1.18% 110,967 $1.3M
5 Almitas Capital LLC 1.09% 386,375 $4.6M
6 Hara Capital LLC 0.61% 98,764 $1.2M
7 Saba Capital Management, L.P. 0.59% 1,948,781 $23.0M
8 Bulldog Investors, LLP 0.49% 187,557 $2.2M
9 Shaker Financial Services, LLC 0.34% 93,079 $1.1M
10 Mraz, Amerine & Associates, Inc. 0.34% 202,362 $2.4M
11 Pekin Hardy Strauss, Inc. 0.29% 281,705 $3.3M
12 DKM Wealth Management, Inc. 0.26% 34,001 $401K
13 Bard Associates Inc 0.15% 58,289 $687K
14 Barry Investment Advisors, LLC 0.14% 57,510 $677K
15 Karpus Management, Inc. 0.14% 417,754 $4.9M
16 North Ground Capital 0.14% 10,000 $118K
17 Successful Portfolios LLC 0.08% 15,000 $176K
18 Allspring Global Investments Holdings, LLC 0.08% 4,483,067 $52.8M
19 Flagship Harbor Advisors, LLC 0.07% 162,571 $1.9M
20 Beam Wealth Advisors, INC. 0.07% 24,500 $267K
21 Lazard Asset Management LLC 0.06% 3,560,978 $41.9M
22 Roberts Glore & Co Inc /Il/ 0.05% 17,633 $208K
23 Mills Wealth Advisors LLC 0.05% 12,823 $151K
24 Triasima Portfolio Management inc. 0.03% 21,800 $257K
25 Css LLC/Il 0.03% 68,679 $809K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Japan Smaller Capitalization (JOF)

What does the Smart Money Trend signal show for JOF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added JOF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JOF?

More sellers than buyers — 49% buying: Last quarter: 25 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JOF holders?

Smaller funds dominant — 5% AUM from top-100: 7 of 56 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JOF?

66% of holders stayed for 2+ years: 37 out of 56 hedge funds have held JOF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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