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JBGS

JBG SMITH
JBGS

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: 208 → 208 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$15.7M
2
UBS Group
UBS Group
Switzerland
+$14.3M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.66M
4
PMG
Private Management Group
California
+$6.71M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.63M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$83.1M
2
BlackRock
BlackRock
New York
-$15M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$10.2M
4
N
Nuveen
North Carolina
-$8.19M
5
LIP
Lighthouse Investment Partners
Florida
-$8.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
176
Eagle Bay Advisors
New York
$3.58K -$2.22K -150 -39%
MRCM
177
M&R Capital Management
New Jersey
$3.05K -$44 -3 -1%
C
178
Covestor
United Kingdom
$3K – – –
SWS
179
SYSTM Wealth Solutions
Illinois
$2.92K – – –
PB
180
Pinnacle Bancorp
Nebraska
$2.91K – – –
RIL
181
Rothschild Investment LLC
Illinois
$2.89K +$444 +30 +19%
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$2.71K – – –
ME
183
McIlrath & Eck
Washington
$2.6K – – –
PTC
184
Private Trust Company
Ohio
$2.51K – – –
AAP
185
Arax Advisory Partners
Colorado
$2.36K +$2.29K +155 New
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$2.12K – – –
Optiver Holding
187
Optiver Holding
Netherlands
$2.09K +$2.03K +137 New
MCM
188
Manchester Capital Management
Vermont
$2.01K – – –
BGAI
189
Bruce G. Allen Investments
Colorado
$1.84K – – –
OLVIG
190
Oliver Lagore Vanvalin Investment Group
Michigan
$1.78K – – –
BCWM
191
Bartlett & Co Wealth Management
Ohio
$1.75K – – –
BIA
192
Bell Investment Advisors
California
$1.58K – – –
SPIA
193
Steward Partners Investment Advisory
New York
$1.54K – – –
QC
194
Quent Capital
New York
$1.25K – – –
FMII
195
Farmers & Merchants Investments Inc
Nebraska
$990 – – –
PFBT
196
Parkside Financial Bank & Trust
Missouri
$853 – – –
WBC
197
West Branch Capital
Massachusetts
$716 -$12.1K -817 -95%
GRP
198
Global Retirement Partners
California
$472 – – –
SIS
199
Sound Income Strategies
Florida
$411 – – –
IAIM
200
International Assets Investment Management
Florida
$396 +$385 +26 New
6 7
8
9 10

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.