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JBGS

JBG SMITH
JBGS

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: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 210 → 208 (-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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$9.19M
2
LIP
Lighthouse Investment Partners
Florida
+$5M
3
Goldman Sachs
Goldman Sachs
New York
+$4M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.57M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$2.93M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$122M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$21.9M
3
State Street
State Street
Massachusetts
-$12M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$8.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$8.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
176
Mather Group
Illinois
$4.12K +$4.03K +242 New
AF
177
Allworth Financial
California
$3.82K – – –
FFA
178
Farther Finance Advisors
California
$3.66K -$2.63K -158 -40%
MRCM
179
M&R Capital Management
New Jersey
$3.25K +$17 +1 +0.5%
SWS
180
SYSTM Wealth Solutions
Illinois
$3.08K – – –
PB
181
Pinnacle Bancorp
Nebraska
$3.07K – – –
C
182
Covestor
United Kingdom
$3K -$13K -783 -82%
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$2.86K – – –
ME
184
McIlrath & Eck
Washington
$2.75K +$850 +51 +43%
PTC
185
Private Trust Company
Ohio
$2.65K -$1.7K -102 -38%
QL
186
Quarry LP
New York
$2.65K +$2.75K +165 New
RIL
187
Rothschild Investment LLC
Illinois
$2.57K +$167 +10 +7%
VWM
188
Venturi Wealth Management
Texas
$2.3K +$2.38K +143 New
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$2.23K – – –
MCM
190
Manchester Capital Management
Vermont
$2.12K – – –
BGAI
191
Bruce G. Allen Investments
Colorado
$1.94K – – –
OLVIG
192
Oliver Lagore Vanvalin Investment Group
Michigan
$1.88K – – –
BCWM
193
Bartlett & Co Wealth Management
Ohio
$1.85K – – –
BIA
194
Bell Investment Advisors
California
$1.67K – – –
SPIA
195
Steward Partners Investment Advisory
New York
$1.62K – – –
QC
196
Quent Capital
New York
$1.32K – – –
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$1.04K – – –
PFBT
198
Parkside Financial Bank & Trust
Missouri
$899 – – –
BTI
199
Blue Trust Inc
Georgia
$851 -$2.35K -141 -73%
GRP
200
Global Retirement Partners
California
$498 – – –
6 7
8
9 10

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.