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Jones Lang LaSalle

373 hedge funds and large institutions have $6.64B invested in Jones Lang LaSalle in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 122 increasing their positions, 138 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 35

6% more funds holding

Funds holding: 352373 (+21)

0.18% less ownership

Funds ownership: 98.83%98.65% (-0.18%)

10% less capital invested

Capital invested by funds: $7.35B → $6.64B (-$714M)

12% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 138

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

43% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $25.2M

Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
5.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
57
Increased
122
Reduced
138
Closed
35
Calls
$14.5M
Puts
$25.2M
Net Calls
-$10.7M
Net Calls Change
-$9.17M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
351
JFS Wealth Advisors
Pennsylvania
$2.54K -$2.29K -14 -44%
CHA
352
Carmichael Hill & Associates
Maryland
$2.4K
AF
353
Advisornet Financial
Minnesota
$2.26K +$163 +1 +7%
CWP
354
Concord Wealth Partners
Virginia
$1.83K
SIC
355
SJS Investment Consulting
Ohio
$1.7K
HIA
356
Harbor Investment Advisory
Maryland
$1.55K -$4.08K -25 -69%
NC
357
NewSquare Capital
Pennsylvania
$1.55K +$1.8K +11 New
BAAM
358
Baker Avenue Asset Management
California
$1.41K -$1.47K -9 -47%
CSC
359
Caldwell Sutter Capital
California
$1.41K
WT
360
Washington Trust
Rhode Island
$1.41K +$1.63K +10 New
JWM
361
Janiczek Wealth Management
Colorado
$1.13K
CWC
362
Carolinas Wealth Consulting
North Carolina
$1.08K -$327 -2 -20%
VNA
363
Valley National Advisers
Pennsylvania
$1K +$1.63K +10 New
AAP
364
Arax Advisory Partners
Colorado
$848 +$980 +6 New
HCP
365
Hexagon Capital Partners
Arkansas
$847 -$490 -3 -33%
RFG
366
RFP Financial Group
Georgia
$565
TAM
367
Tucker Asset Management
Colorado
$424
VCM
368
Versant Capital Management
Arizona
$282
TWD
369
True Wealth Design
Ohio
$142
CA
370
Crewe Advisors
Utah
$142 +$163 +1 New
CSPIA
371
Cary Street Partners Investment Advisory
Virginia
$141 +$163 +1 New
Adage Capital Partners
372
Adage Capital Partners
Massachusetts
-$23.4M -150,000 Closed
GA
373
GRS Advisors
Illinois
-$20.1M -128,830 Closed
WHGC
374
Wealth High Governance Capital
Brazil
-$1.56M -10,000 Closed
HF
375
HRT Financial
New York
-$1.44M -9,228 Closed