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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
Bessemer Group
176
Bessemer Group
New Jersey
$6K -$536 -32 -8%
CAL
177
Capital Analysts LLC
Pennsylvania
$6K
GIA
178
GHP Investment Advisors
Colorado
$5.39K +$5.88K +351 New
PA
179
Parallel Advisors
California
$5.35K
TIM
180
Tortoise Investment Management
New York
$5.24K
NSIM
181
North Star Investment Management
Illinois
$5.23K -$1.51K -90 -21%
AWM
182
Avior Wealth Management
Nebraska
$5.1K
AAP
183
Arax Advisory Partners
Colorado
$4.4K -$1.27K -76 -21%
RIL
184
Rothschild Investment LLC
Illinois
$3.84K -$502 -30 -11%
Osaic Holdings
185
Osaic Holdings
Arizona
$3.77K -$8.66K -517 -68%
AF
186
Allworth Financial
California
$3.61K
FFA
187
Farther Finance Advisors
California
$3.5K -$1.26K -75 -25%
Optiver Holding
188
Optiver Holding
Netherlands
$3.46K +$2.88K +172 +325%
SIC
189
Salem Investment Counselors
North Carolina
$3.11K +$3.35K +200 New
DB
190
Danske Bank
Denmark
$3.07K -$15.1K -900 -82%
C
191
Covestor
United Kingdom
$3K
PB
192
Pinnacle Bancorp
Nebraska
$2.94K
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
$2.74K
ME
194
McIlrath & Eck
Washington
$2.63K
PTC
195
Private Trust Company
Ohio
$2.54K
EBA
196
Eagle Bay Advisors
New York
$2.41K +$50 +3 +2%
HT
197
Headlands Technologies
Illinois
$2.26K +$2.46K +147 New
SO
198
Sierra Ocean
California
$2.26K +$2.46K +147 New
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$2.14K
MCM
200
Manchester Capital Management
Vermont
$2K