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JBGS

JBG SMITH

215 hedge funds and large institutions have $1.21B invested in JBG SMITH in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $149K | Put options by funds: $102K

3.59% more ownership

Funds ownership: 89.35%92.94% (+3.6%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding

Funds holding: 214215 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $1.35B → $1.21B (-$143M)

32% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 82

Holders
215
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
56
Reduced
82
Closed
27
Calls
$149K
Puts
$102K
Net Calls
+$47K
Net Calls Change
-$409K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$123K -$141K -8,391 -51%
SAM
152
Storebrand Asset Management
Norway
$116K
SG Americas Securities
153
SG Americas Securities
New York
$109K -$330K -19,702 -74%
TRCT
154
Tower Research Capital (TRC)
New York
$105K -$250K -14,923 -69%
SOW
155
State of Wyoming
Wyoming
$98K +$107K +6,374 New
KBC Group
156
KBC Group
Belgium
$87K +$37.4K +2,234 +65%
SWM
157
Spire Wealth Management
Virginia
$60.6K -$13.1K -780 -17%
QCG
158
Quadrant Capital Group
Ohio
$45.6K -$988 -59 -2%
S
159
SignatureFD
Georgia
$41.6K -$29.8K -1,781 -40%
SCM
160
Sterling Capital Management
North Carolina
$39.5K +$38.3K +2,289 +815%
Mirae Asset Global Investments
161
Mirae Asset Global Investments
South Korea
$34.9K -$16.2K -969 -30%
MCM
162
MAI Capital Management
Ohio
$31.6K +$34.4K +2,056 New
US Bancorp
163
US Bancorp
Minnesota
$26K +$6.53K +390 +30%
BBHC
164
Brown Brothers Harriman & Co
New York
$24.3K -$218 -13 -0.8%
VCM
165
Versant Capital Management
Arizona
$24.3K
SAM
166
Smartleaf Asset Management
Massachusetts
$23.2K +$11.4K +682 +80%
GFM
167
GF Fund Management
China
$22.8K +$24.8K +1,482 New
VWM
168
Venturi Wealth Management
Texas
$18.5K +$3.53K +211 +21%
EWA
169
EverSource Wealth Advisors
Alabama
$18.2K +$2.63K +157 +15%
RA
170
Rise Advisors
New York
$13.9K +$151 +9 +1%
GI
171
GAMMA Investing
California
$11.4K -$7.57K -452 -38%
HNB
172
Hilltop National Bank
Wyoming
$10.5K
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$10K -$5.51K -329 -33%
AWM
174
AllSquare Wealth Management
New York
$8.1K
Russell Investments Group
175
Russell Investments Group
United Kingdom
$7.41K -$236K -14,074 -97%