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JBGS

JBG SMITH

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: 208214 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$267M -$34.2M -2,017,289 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$235M -$10.5M -621,553 -4%
LPC
3
Long Pond Capital
New York
$112M -$8.19M -483,049 -7%
Morgan Stanley
4
Morgan Stanley
New York
$98.9M -$18M -1,060,400 -16%
State Street
5
State Street
Massachusetts
$88.7M -$2.93M -172,970 -3%
Citigroup
6
Citigroup
New York
$51.1M +$543K +32,027 +1%
Charles Schwab
7
Charles Schwab
California
$38M +$1.79M +105,384 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$37.8M -$498K -29,378 -1%
TSW
9
Thompson Siegel & Walmsley
Virginia
$37.3M -$3.86M -227,836 -10%
UBS Group
10
UBS Group
Switzerland
$36.1M +$778K +45,884 +2%
PMG
11
Private Management Group
California
$33.3M -$2.09M -123,208 -6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$21.7M -$881K -51,962 -4%
Goldman Sachs
13
Goldman Sachs
New York
$19.6M +$6.97M +411,107 +58%
N
14
Natixis
France
$17.5M +$16.3M +964,000 +2,678%
Northern Trust
15
Northern Trust
Illinois
$16.2M -$1.08M -63,718 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$14M -$2.07M -122,054 -13%
ACB
17
Aristotle Capital Boston
Massachusetts
$12.2M -$393K -23,211 -3%
Legal & General Group
18
Legal & General Group
United Kingdom
$11.6M -$1.77M -104,418 -14%
JP Morgan Chase
19
JP Morgan Chase
New York
$11.5M -$1.97M -116,236 -15%
UBS AM
20
UBS AM
Illinois
$10.7M +$8.43M +497,288 +431%
Bank of America
21
Bank of America
North Carolina
$9.87M -$164K -9,666 -2%
Wells Fargo
22
Wells Fargo
California
$8.6M -$3.32M -195,644 -28%
Millennium Management
23
Millennium Management
New York
$7.41M +$3.3M +194,795 +85%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.13M -$91.8K -5,414 -1%
Man Group
25
Man Group
United Kingdom
$6.86M +$619K +36,494 +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.