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JBGS

JBG SMITH
JBGS

214 hedge funds and large institutions have $1.35B invested in JBG SMITH in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

651% more call options, than puts

Call options by funds: $526K | Put options by funds: $70K

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

7% more capital invested

Capital invested by funds: $1.26B → $1.35B (+$91.5M)

3% more funds holding

Funds holding: 208 → 214 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.17% less ownership

Funds ownership: 93.51% → 89.35% (-4.2%)

39% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 84

Holders
214
Holders Change
+6
Holders Change %
+2.88%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
51
Reduced
84
Closed
19
Calls
$526K
Puts
$70K
Net Calls
+$456K
Net Calls Change
+$71K

Top Buyers

1
N
Natixis
France
+$16.3M
2
UBS AM
UBS AM
Illinois
+$8.43M
3
Goldman Sachs
Goldman Sachs
New York
+$6.97M
4
Millennium Management
Millennium Management
New York
+$3.3M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$3.03M

Top Sellers

1
BlackRock
BlackRock
New York
-$34.2M
2
Morgan Stanley
Morgan Stanley
New York
-$18M
3
Deutsche Bank
Deutsche Bank
Germany
-$16.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$10.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
126
Two Sigma Securities
New York
$268K +$260K +15,335 New
Verition Fund Management
127
Verition Fund Management
Connecticut
$268K +$260K +15,326 New
SMDAM
128
Sumitomo Mitsui DS Asset Management
Japan
$259K – – –
Russell Investments Group
129
Russell Investments Group
United Kingdom
$254K +$243K +14,305 +5,699%
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$252K +$244K +14,405 New
Wolverine Trading
131
Wolverine Trading
Illinois
$239K +$230K +13,593 New
Mariner
132
Mariner
Kansas
$234K +$1.02K +60 +0.5%
MOACM
133
Mutual of America Capital Management
New York
$227K -$12.5K -735 -5%
JCP
134
Jennifer C. Price
$223K +$216K +12,765 New
VA
135
Vident Advisory
Georgia
$219K -$248K -14,629 -54%
NAM
136
Nissay Asset Management
Japan
$217K +$10.6K +624 +5%
HIMC
137
Heritage Investors Management Corp
Maryland
$210K – – –
BL
138
BFSG LLC
California
$205K -$15.9K -940 -7%
ECM
139
Everence Capital Management
Indiana
$203K – – –
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$193K +$2.22K +131 +1%
Creative Planning
141
Creative Planning
Kansas
$189K -$729 -43 -0.4%
Axa
142
Axa
France
$182K +$176K +10,406 New
TL
143
TowerView LLC
New York
$175K – – –
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$156K -$9.46K -558 -6%
AIP
145
Ameritas Investment Partners
Nebraska
$152K – – –
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$144K – – –
SAM
147
Storebrand Asset Management
Norway
$132K – – –
SWM
148
Spire Wealth Management
Virginia
$82.6K – – –
S
149
SignatureFD
Georgia
$78.4K -$2.32K -137 -3%
KBC Group
150
KBC Group
Belgium
$60K – – –
4 5
6
7 8

JBGS Hedge Fund Activity: Q3 2024 in Review

214 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q3 2024, worth a combined $1.35B — up 7.3% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JBGS positions and 19 closed out — a net gain of 6 holders — while 51 added to existing stakes and 84 trimmed.

The largest buyer was Natixis, adding an estimated $16.3M. The largest seller was BlackRock, cutting an estimated $34.2M.

  • 214 institutional investors held JBG SMITH (JBGS) as of Q3 2024, up from 208 in Q2 2024.
  • Funds reported $1.35B of JBG SMITH stock for Q3 2024, up 7.3% quarter-over-quarter.
  • 25 funds opened new JBG SMITH positions in Q3 2024 and 19 closed out, a net change of +6 holders.
  • The largest JBG SMITH buyer in Q3 2024 was Natixis, an estimated $16.3M added.
  • The largest JBG SMITH seller in Q3 2024 was BlackRock, an estimated $34.2M sold.

Based on aggregated 13F filings for Q3 2024.