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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
OLVIG
201
Oliver Lagore Vanvalin Investment Group
Michigan
$1.8K
BCWM
202
Bartlett & Co Wealth Management
Ohio
$1.79K
BIA
203
Bell Investment Advisors
California
$1.6K
QC
204
Quent Capital
New York
$1.26K
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$999
PFBT
206
Parkside Financial Bank & Trust
Missouri
$861
WBC
207
West Branch Capital
Massachusetts
$723
WSFS
208
Wilmington Savings Fund Society
Delaware
$338
BWAM
209
Boyd Watterson Asset Management
Ohio
$307
GRP
210
Global Retirement Partners
California
$184 -$318 -19 -61%
DF
211
Dunhill Financial
United Kingdom
$87
LFG
212
Larson Financial Group
Missouri
$77
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$59
HNB
214
Huntington National Bank
Ohio
$15
ZB
215
Zions Bancorporation
Utah
$15
GC
216
Guggenheim Capital
Illinois
-$1.7M -97,420 Closed
CFM
217
Catalyst Funds Management
Australia
-$1.36M -77,700 Closed
Renaissance Technologies
218
Renaissance Technologies
New York
-$1.06M -60,700 Closed
CT
219
ClearAlpha Technologies
Connecticut
-$495K -28,308 Closed
RC
220
RBF Capital
California
-$437K -25,000 Closed
CAM
221
Cresset Asset Management
Illinois
-$398K -22,755 Closed
FRM
222
Fox Run Management
Connecticut
-$348K -19,906 Closed
PP
223
Paloma Partners
Connecticut
-$314K -17,979 Closed
BFM
224
Boothbay Fund Management
New York
-$268K -15,339 Closed
TSS
225
Two Sigma Securities
New York
-$268K -15,335 Closed