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JBGS

JBG SMITH

208 hedge funds and large institutions have $1.26B invested in JBG SMITH in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $706K | Put options by funds: $321K

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0% more funds holding

Funds holding: 208208 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.09% less ownership

Funds ownership: 96.61%93.51% (-3.1%)

12% less capital invested

Capital invested by funds: $1.42B → $1.26B (-$165M)

37% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 86

Holders
208
Holders Change
Holders Change %
0%
% 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
23
Increased
54
Reduced
86
Closed
22
Calls
$706K
Puts
$321K
Net Calls
+$385K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$20.2K -$13K -877 -40%
EWA
152
EverSource Wealth Advisors
Alabama
$16.3K +$1.07K +72 +8%
VWM
153
Venturi Wealth Management
Texas
$13.7K +$11.2K +758 +530%
1IA
154
1620 Investment Advisors
Massachusetts
$13.7K +$13.3K +900 New
RA
155
Rise Advisors
New York
$13.5K +$148 +10 +1%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$13K +$963 +65 +8%
TFF
157
The Family Firm
Maryland
$12K +$11.7K +788 New
SAM
158
Smartleaf Asset Management
Massachusetts
$10.5K +$5.69K +384 +123%
HNB
159
Hilltop National Bank
Wyoming
$10.4K
GI
160
GAMMA Investing
California
$8.33K -$1.88K -127 -19%
AWM
161
AllSquare Wealth Management
New York
$8.03K
HT
162
Headlands Technologies
Illinois
$6.72K +$6.53K +441 New
NSIM
163
North Star Investment Management
Illinois
$6.55K +$770 +52 +14%
CAL
164
Capital Analysts LLC
Pennsylvania
$6K +$5.85K +395 New
PA
165
Parallel Advisors
California
$5.38K -$385 -26 -7%
TIM
166
Tortoise Investment Management
New York
$5.19K
AWM
167
Avior Wealth Management
Nebraska
$5.06K -$3.06K -207 -38%
Bessemer Group
168
Bessemer Group
New Jersey
$5K
Allspring Global Investments
169
Allspring Global Investments
North Carolina
$4.49K +$4.37K +295 New
FFA
170
Farther Finance Advisors
California
$4.14K +$563 +38 +16%
MG
171
Mather Group
Illinois
$3.88K
AF
172
Allworth Financial
California
$3.86K
Russell Investments Group
173
Russell Investments Group
United Kingdom
$3.81K -$65.8K -4,446 -95%
BTI
174
Blue Trust Inc
Georgia
$3.8K +$2.73K +184 +347%
Osaic Holdings
175
Osaic Holdings
Arizona
$3.73K -$11.9K -802 -77%

JBGS Hedge Fund Activity: Q2 2024 in Review

208 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q2 2024, worth a combined $1.26B — down 12% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JBGS positions and 22 closed out — a net gain of 1 holder — while 54 added to existing stakes and 86 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $15.7M. The largest seller was Norges Bank, cutting an estimated $83.1M.

  • 208 institutional investors held JBG SMITH (JBGS) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.26B of JBG SMITH stock for Q2 2024, down 12% quarter-over-quarter.
  • 23 funds opened new JBG SMITH positions in Q2 2024 and 22 closed out, a net change of +1 holder.
  • The largest JBG SMITH buyer in Q2 2024 was Deutsche Bank, an estimated $15.7M added.
  • The largest JBG SMITH seller in Q2 2024 was Norges Bank, an estimated $83.1M sold.

Based on aggregated 13F filings for Q2 2024.