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JBGS

JBG SMITH
JBGS

214 hedge funds and large institutions have $1.35B invested in JBG SMITH in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

651% more call options, than puts

Call options by funds: $526K | Put options by funds: $70K

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

7% more capital invested

Capital invested by funds: $1.26B → $1.35B (+$91.5M)

3% more funds holding

Funds holding: 208 → 214 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.17% less ownership

Funds ownership: 93.51% → 89.35% (-4.2%)

39% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 84

Holders
214
Holders Change
+6
Holders Change %
+2.88%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
51
Reduced
84
Closed
19
Calls
$526K
Puts
$70K
Net Calls
+$456K
Net Calls Change
+$71K

Top Buyers

1
N
Natixis
France
+$16.3M
2
UBS AM
UBS AM
Illinois
+$8.43M
3
Goldman Sachs
Goldman Sachs
New York
+$6.97M
4
Millennium Management
Millennium Management
New York
+$3.3M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$3.03M

Top Sellers

1
BlackRock
BlackRock
New York
-$34.2M
2
Morgan Stanley
Morgan Stanley
New York
-$18M
3
Deutsche Bank
Deutsche Bank
Germany
-$16.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$10.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
201
HM Payson & Co
Maine
$787 +$763 +45 New
GRP
202
Global Retirement Partners
California
$542 – – –
SIS
203
Sound Income Strategies
Florida
$472 – – –
HI
204
Harbour Investments
Wisconsin
$437 – – –
WSFS
205
Wilmington Savings Fund Society
Delaware
$385 +$373 +22 New
BWAM
206
Boyd Watterson Asset Management
Ohio
$350 – – –
MFG
207
Mendota Financial Group
Wisconsin
$123 +$119 +7 New
DF
208
Dunhill Financial
United Kingdom
$99 +$102 +6 New
LFG
209
Larson Financial Group
Missouri
$87 – – –
CPA
210
Capital Performance Advisors
California
$87 +$85 +5 New
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$66 – – –
HNB
212
Huntington National Bank
Ohio
$17 – – –
ZB
213
Zions Bancorporation
Utah
$17 – – –
Balyasny Asset Management
214
Balyasny Asset Management
Illinois
– -$9.94M -652,575 Closed
ECM
215
ExodusPoint Capital Management
New York
– -$1.33M -87,480 Closed
CM
216
Capula Management
Cayman Islands
– -$862K -56,627 Closed
SSA
217
Schonfeld Strategic Advisors
New York
– -$644K -42,265 Closed
XT
218
XTX Topco
Cayman Islands
– -$518K -34,040 Closed
JAM
219
Jupiter Asset Management
United Kingdom
– -$475K -31,197 Closed
AQR Capital Management
220
AQR Capital Management
Connecticut
– -$434K -28,840 Closed
CC
221
Centiva Capital
New York
– -$220K -14,438 Closed
Connor, Clark & Lunn Investment Management (CC&L)
222
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$212K -13,944 Closed
GCM
223
Graham Capital Management
Connecticut
– -$164K -10,793 Closed
BNP Paribas Asset Management
224
BNP Paribas Asset Management
France
– -$154K -10,079 Closed
PCM
225
Passive Capital Management
Maryland
– -$152K -10,000 Closed
6 7 8
9
10

JBGS Hedge Fund Activity: Q3 2024 in Review

214 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q3 2024, worth a combined $1.35B — up 7.3% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JBGS positions and 19 closed out — a net gain of 6 holders — while 51 added to existing stakes and 84 trimmed.

The largest buyer was Natixis, adding an estimated $16.3M. The largest seller was BlackRock, cutting an estimated $34.2M.

  • 214 institutional investors held JBG SMITH (JBGS) as of Q3 2024, up from 208 in Q2 2024.
  • Funds reported $1.35B of JBG SMITH stock for Q3 2024, up 7.3% quarter-over-quarter.
  • 25 funds opened new JBG SMITH positions in Q3 2024 and 19 closed out, a net change of +6 holders.
  • The largest JBG SMITH buyer in Q3 2024 was Natixis, an estimated $16.3M added.
  • The largest JBG SMITH seller in Q3 2024 was BlackRock, an estimated $34.2M sold.

Based on aggregated 13F filings for Q3 2024.