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JBGS

JBG SMITH

208 hedge funds and large institutions have $1.42B invested in JBG SMITH in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $705K | Put options by funds: $341K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 210208 (-2)

5.66% less ownership

Funds ownership: 102.27%96.61% (-5.7%)

14% less capital invested

Capital invested by funds: $1.66B → $1.42B (-$240M)

53% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 91

Holders
208
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
43
Reduced
91
Closed
24
Calls
$705K
Puts
$341K
Net Calls
+$364K
Net Calls Change
+$895K
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
151
Cubist Systematic Strategies
Connecticut
$79.5K +$82.5K +4,952 New
Russell Investments Group
152
Russell Investments Group
United Kingdom
$75.4K +$2.2K +132 +3%
QCG
153
Quadrant Capital Group
Ohio
$55.2K
KBC Group
154
KBC Group
Belgium
$55K
SWM
155
Spire Wealth Management
Virginia
$51.1K -$8.1K -486 -13%
US Bancorp
156
US Bancorp
Minnesota
$35.3K -$139K -8,333 -79%
Simplex Trading
157
Simplex Trading
Illinois
$31K +$32.5K +1,951 New
BBHC
158
Brown Brothers Harriman & Co
New York
$28.7K
Osaic Holdings
159
Osaic Holdings
Arizona
$16.8K -$13.8K -828 -44%
VCM
160
Versant Capital Management
Arizona
$16K
RA
161
Rise Advisors
New York
$14.1K +$14.6K +878 New
EWA
162
EverSource Wealth Advisors
Alabama
$13.9K
WBC
163
West Branch Capital
Massachusetts
$13.9K
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$13K -$4.22K -253 -24%
HNB
165
Hilltop National Bank
Wyoming
$11K +$11.4K +684 New
GI
166
GAMMA Investing
California
$10.8K -$1.2K -72 -10%
EWP
167
Elevation Wealth Partners
California
$10.8K -$1.07K -64 -9%
AWM
168
Avior Wealth Management
Nebraska
$8.65K +$8.98K +539 New
AWM
169
AllSquare Wealth Management
New York
$8.46K
EBA
170
Eagle Bay Advisors
New York
$6.18K -$417 -25 -6%
PA
171
Parallel Advisors
California
$6.08K
NSIM
172
North Star Investment Management
Illinois
$6.07K
TIM
173
Tortoise Investment Management
New York
$5.47K
SAM
174
Smartleaf Asset Management
Massachusetts
$5.09K +$5.22K +313 New
Bessemer Group
175
Bessemer Group
New Jersey
$5K

JBGS Hedge Fund Activity: Q1 2024 in Review

208 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q1 2024, worth a combined $1.42B — down 14% from $1.66B a quarter earlier.

Fund positioning in JBGS was balanced in Q1 2024: 24 funds opened new positions, 24 closed out, 43 added to existing stakes and 91 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $9.19M. The largest seller was Morgan Stanley, cutting an estimated $122M.

  • 208 institutional investors held JBG SMITH (JBGS) as of Q1 2024, down from 210 in Q4 2023.
  • Funds reported $1.42B of JBG SMITH stock for Q1 2024, down 14% quarter-over-quarter.
  • 24 funds opened new JBG SMITH positions in Q1 2024 and 24 closed out, a net change of 0 holders.
  • The largest JBG SMITH buyer in Q1 2024 was JP Morgan Chase, an estimated $9.19M added.
  • The largest JBG SMITH seller in Q1 2024 was Morgan Stanley, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2024.