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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
BlackRock
1
BlackRock
New York
$239M +$4.49M +267,856 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$202M -$4.73M -282,336 -2%
LPC
3
Long Pond Capital
New York
$97.4M -$1.24M -73,836 -1%
Morgan Stanley
4
Morgan Stanley
New York
$86.2M -$823K -49,170 -0.9%
State Street
5
State Street
Massachusetts
$79.8M +$996K +59,501 +1%
Citigroup
6
Citigroup
New York
$48.2M +$3.56M +212,358 +7%
UBS Group
7
UBS Group
Switzerland
$47.4M +$17M +1,017,500 +49%
TSW
8
Thompson Siegel & Walmsley
Virginia
$35.3M +$2.8M +167,191 +8%
Charles Schwab
9
Charles Schwab
California
$34.1M +$762K +45,514 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$32.3M -$1.01M -60,104 -3%
PMG
11
Private Management Group
California
$26.4M -$3.06M -182,462 -10%
Northern Trust
12
Northern Trust
Illinois
$25.1M +$11.8M +703,538 +76%
Goldman Sachs
13
Goldman Sachs
New York
$22.3M +$5.47M +326,586 +29%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$18.4M -$756K -45,155 -4%
N
15
Natixis
France
$15.5M +$148K +8,840 +0.9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.5M -$829K -49,515 -6%
JP Morgan Chase
17
JP Morgan Chase
New York
$11.4M +$1.39M +82,779 +13%
Invesco
18
Invesco
Georgia
$10.6M +$5.62M +335,661 +94%
ACB
19
Aristotle Capital Boston
Massachusetts
$9.77M -$1.03M -61,600 -9%
Legal & General Group
20
Legal & General Group
United Kingdom
$9.58M -$638K -38,083 -6%
Wells Fargo
21
Wells Fargo
California
$7.71M +$153K +9,134 +2%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.29M +$31.7K +1,892 +0.5%
Bank of America
23
Bank of America
North Carolina
$5.88M -$3.05M -181,873 -32%
Man Group
24
Man Group
United Kingdom
$5.34M -$755K -45,109 -11%
Tudor Investment Corp
25
Tudor Investment Corp
Connecticut
$5.06M +$1.66M +99,336 +43%