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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
SIS
201
Sound Income Strategies
Florida
$433 – – –
HI
202
Harbour Investments
Wisconsin
$401 – – –
BWAM
203
Boyd Watterson Asset Management
Ohio
$321 – – –
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$284 +$233 +14 +350%
ECM
205
Everence Capital Management
Indiana
$186 – – –
HGERS
206
Householder Group Estate & Retirement Specialist
Arizona
$16 – – –
HNB
207
Huntington National Bank
Ohio
$16 – – –
ZB
208
Zions Bancorporation
Utah
$16 – – –
Wellington Management Group
209
Wellington Management Group
Massachusetts
– -$21.9M -1,286,706 Closed
Holocene Advisors
210
Holocene Advisors
New York
– -$1.38M -81,015 Closed
Allianz Asset Management
211
Allianz Asset Management
Germany
– -$1.37M -80,586 Closed
Squarepoint
212
Squarepoint
New York
– -$1.33M -78,182 Closed
Mirae Asset Global Investments
213
Mirae Asset Global Investments
South Korea
– -$915K -53,770 Closed
YIH
214
Y-Intercept (HK)
Hong Kong
– -$596K -35,045 Closed
QC
215
Quadrature Capital
United Kingdom
– -$479K -28,156 Closed
NYLIM
216
New York Life Investment Management
New York
– -$393K -23,108 Closed
Teacher Retirement System of Texas
217
Teacher Retirement System of Texas
Texas
– -$343K -20,139 Closed
PI
218
PEAK6 Investments
Illinois
– -$260K -15,296 Closed
BPCE
219
Bank Pictet & Cie (Europe)
Germany
– -$245K -14,415 Closed
BC
220
Bridgefront Capital
Texas
– -$215K -12,666 Closed
AGM
221
Alpine Global Management
New York
– -$196K -11,539 Closed
SFA
222
Sequoia Financial Advisors
Ohio
– -$171K -10,061 Closed
EC
223
Elequin Capital
New York
– -$144K -8,466 Closed
Toronto Dominion Bank
224
Toronto Dominion Bank
Ontario, Canada
– -$141K -8,300 Closed
EC
225
EntryPoint Capital
New York
– -$31.3K -1,839 Closed
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.