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.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
50% more funds holding
Funds holding: 4 → 6 (+2)
0.54% less ownership
Funds ownership: 0.77% → 0.23% (-0.54%)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VPIM
Vanguard Personalized Indexing Management
Oakland,
California
|
+$18.5K |
| 2 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$17.5K |
| 3 |
VF
Virtu Financial
New York
|
+$14.5K |
| 4 |
Jane Street
New York
|
+$14.4K |
| 5 |
BIA
Bell Investment Advisors
Oakland,
California
|
+$593 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$123K |
| 2 |
Millennium Management
New York
|
-$105K |
| 3 |
HF
HRT Financial
New York
|
-$48K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VPIM
1
Vanguard Personalized Indexing Management
Oakland,
California
| $14.8K | +$18.5K | +11,355 | New |
|
|
XT
2
XTX Topco
George Town,
Cayman Islands
| $14K | +$17.5K | +10,773 | New |
|
|
VF
3
Virtu Financial
New York
| $12K | +$14.5K | +8,896 | New |
|
|
4
Jane Street
New York
| $11.5K | +$14.4K | +8,845 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $7.86K | -$123K | -75,733 | -93% |
|
|
BIA
6
Bell Investment Advisors
Oakland,
California
| $475 | +$593 | +365 | New |
|
|
7
Millennium Management
New York
| – | -$105K | -47,527 | Closed |
|
|
HF
8
HRT Financial
New York
| – | -$48K | -22,182 | Closed |
|
|
9
Fidelity Investments
Boston,
Massachusetts
| – | -$1.52K | -691 | Closed |
|
JBDI Hedge Fund Activity: Q4 2024 in Review
6 of the 7,595 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.