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Jones Lang LaSalle
JLL

479 hedge funds and large institutions have $12.9B invested in Jones Lang LaSalle in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 151 increasing their positions, 174 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more call options, than puts

Call options by funds: $107M | Put options by funds: $23.5M

158% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 33

11% more funds holding

Funds holding: 432 → 479 (+47)

8% more capital invested

Capital invested by funds: $12B → $12.9B (+$925M)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.65% less ownership

Funds ownership: 95.81% → 95.16% (-0.65%)

13% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 174

Holders
479
Holders Change
+47
Holders Change %
+10.88%
% of All Funds
7.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
85
Increased
151
Reduced
174
Closed
33
Calls
$107M
Puts
$23.5M
Net Calls
+$83.6M
Net Calls Change
+$23.4M

Top Buyers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
+$93.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$61.6M
3
Morgan Stanley
Morgan Stanley
New York
+$45.6M
4
SC
Samlyn Capital
New York
+$34.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$31.4M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.6M
2
FWIA
Fort Washington Investment Advisors
Ohio
-$48.8M
3
BTW
Boston Trust Walden
Massachusetts
-$40.6M
4
CGM
Capital Growth Management
Massachusetts
-$40M
5
EIP
Epoch Investment Partners
New York
-$38.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
451
Bell Investment Advisors
California
$5K +$1.03K +4 +31%
JWA
452
JFS Wealth Advisors
Pennsylvania
$5K +$4.9K +19 New
ADL
453
Asset Dedication LLC
California
$4K – – –
BWM
454
BerganKDV Wealth Management
Minnesota
$4K – – –
CWP
455
Concord Wealth Partners
Virginia
$4K – – –
ZB
456
Zions Bancorporation
Utah
$4K – – –
SC
457
Schubert & Co
Texas
$4K +$3.35K +13 New
VRS
458
Virginia Retirement Systems
Virginia
$3.18K +$413K +1,600 +16%
SSB
459
Sandy Spring Bank
Maryland
$3K – – –
SQA
460
Simon Quick Advisors
New Jersey
$3K – – –
NIC
461
Northwest Investment Counselors
Oregon
$3K +$2.58K +10 New
AW
462
Alaethes Wealth
Nevada
$2K – – –
APC
463
Aspire Private Capital
North Carolina
$2K – – –
FMP
464
Financial Management Professionals
Texas
$2K – – –
PFBT
465
Parkside Financial Bank & Trust
Missouri
$2K – – –
GWS
466
Glassman Wealth Services
Virginia
$2K +$774 +3 +100%
EI
467
Ellevest Inc
New York
$2K +$1.55K +6 +200%
FAG
468
Fortitude Advisory Group
Washington
$2K +$2.06K +8 New
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.06K +8 New
SWA
470
Sutton Wealth Advisors
Florida
$1.35K +$1.29K +5 New
JWM
471
Janiczek Wealth Management
Colorado
$1K – – –
PP
472
PrairieView Partners
Minnesota
$1K – – –
AA
473
Addison Advisors
Vermont
$1K +$1.03K +4 New
WC
474
Wexford Capital
Florida
$485 +$464K +1,800 New
CP
475
Castleview Partners
Texas
$64 +$4.45M +17,237 New
17 18
19
20 21

JLL Hedge Fund Activity: Q4 2021 in Review

479 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Jones Lang LaSalle (JLL) for Q4 2021, worth a combined $12.9B — up 7.7% from $12B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new JLL positions and 33 closed out — a net gain of 52 holders — while 151 added to existing stakes and 174 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $93.5M. The largest seller was Fidelity Investments, cutting an estimated $68.6M.

  • 479 institutional investors held Jones Lang LaSalle (JLL) as of Q4 2021, up from 432 in Q3 2021.
  • Funds reported $12.9B of Jones Lang LaSalle stock for Q4 2021, up 7.7% quarter-over-quarter.
  • 85 funds opened new Jones Lang LaSalle positions in Q4 2021 and 33 closed out, a net change of +52 holders.
  • The largest Jones Lang LaSalle buyer in Q4 2021 was Zimmer Partners, an estimated $93.5M added.
  • The largest Jones Lang LaSalle seller in Q4 2021 was Fidelity Investments, an estimated $68.6M sold.

Based on aggregated 13F filings for Q4 2021.