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JBDI

JBDI Holdings
JBDI

6 hedge funds and large institutions have $60.6K invested in JBDI Holdings in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more funds holding

Funds holding: 4 → 6 (+2)

1.07% less ownership

Funds ownership: 1.54% → 0.47% (-1.1%)

82% less capital invested

Capital invested by funds: $334K → $60.6K (-$273K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
–
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
+$18.5K
2
XT
XTX Topco
Cayman Islands
+$17.5K
3
VF
Virtu Financial
New York
+$14.5K
4
Jane Street
Jane Street
New York
+$14.4K
5
BIA
Bell Investment Advisors
California
+$593

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$123K
2
Millennium Management
Millennium Management
New York
-$105K
3
HF
HRT Financial
New York
-$48K
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.52K

JBDI Hedge Fund Activity: Q4 2024 in Review

6 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in JBDI Holdings (JBDI) for Q4 2024, worth a combined $60.6K — down 82% from $334K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JBDI positions and 3 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Vanguard Personalized Indexing Management, opening a new position worth an estimated $18.5K. The largest seller was UBS Group, cutting an estimated $123K.

  • 6 institutional investors held JBDI Holdings (JBDI) as of Q4 2024, up from 4 in Q3 2024.
  • Funds reported $60.6K of JBDI Holdings stock for Q4 2024, down 82% quarter-over-quarter.
  • 5 funds opened new JBDI Holdings positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest JBDI Holdings buyer in Q4 2024 was Vanguard Personalized Indexing Management, an estimated $18.5K added.
  • The largest JBDI Holdings seller in Q4 2024 was UBS Group, an estimated $123K sold.

Based on aggregated 13F filings for Q4 2024.