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JBGS

JBG SMITH
JBGS

268 hedge funds and large institutions have $3.14B invested in JBG SMITH in 2017 Q3 according to their latest regulatory filings, with 268 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

77.68% more ownership

Funds ownership: 0% → 77.68% (+78%)

64% less call options, than puts

Call options by funds: $597K | Put options by funds: $1.65M

Holders
268
Holders Change
+268
Holders Change %
–
% of All Funds
6.68%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.22%
New
268
Increased
–
Reduced
–
Closed
–
Calls
$597K
Puts
$1.65M
Net Calls
-$1.05M
Net Calls Change
-$1.05M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$527M
2
BlackRock
BlackRock
New York
+$325M
3
YU
Yale University
Connecticut
+$174M
4
Morgan Stanley
Morgan Stanley
New York
+$146M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$140M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
226
Whittier Trust
California
$11K +$11.3K +335 New
AIL
227
AGF Investments LLC
Ontario, Canada
$9K +$9.28K +274 New
EWM
228
Edge Wealth Management
New York
$8K +$7.89K +233 New
FPF
229
FNY Partners Fund
New York
$8K +$8.47K +250 New
AIM
230
Anchor Investment Management
South Carolina
$7.56K +$7.49K +221 New
VFA
231
Virtus Fund Advisers
Connecticut
$6K +$5.52K +163 New
ARMC
232
American Research & Management Company
Massachusetts
$6K +$6K +177 New
FANJ
233
Financial Architects (New Jersey)
New Jersey
$6K +$6.03K +178 New
CCM
234
Cribstone Capital Management
Maine
$5K +$4.88K +144 New
GWM
235
Geneos Wealth Management
Colorado
$4K +$4.17K +123 New
BCM
236
Blume Capital Management
California
$4K +$4.34K +128 New
SWA
237
Sutton Wealth Advisors
Florida
$3.28K +$3.25K +96 New
WCBA
238
Weaver C. Barksdale & Associates
Tennessee
$3K +$2.51K +74 New
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$3K +$2.54K +75 New
VIA
240
Vantage Investment Advisors
Pennsylvania
$3K +$2.54K +75 New
LNB
241
Ledyard National Bank
$3K +$2.64K +78 New
FPFS
242
First Personal Financial Services
North Carolina
$3K +$2.81K +83 New
LIMS
243
Lasalle Investment Management Securities
Maryland
$3K +$3.39K +100 New
NFG
244
Next Financial Group
Texas
$3K +$3.39K +100 New
AOWM
245
Alpha Omega Wealth Management
Virginia
$3K +$3.46K +102 New
RE
246
RBC Europe
United Kingdom
$2.74K +$2.71K +80 New
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.52K +45 New
PA
248
Parallel Advisors
California
$2K +$1.69K +50 New
HCA
249
Horan Capital Advisors
Ohio
$2K +$1.73K +51 New
ZB
250
Zions Bancorporation
Utah
$2K +$2.34K +69 New
7 8 9
10
11

JBGS Hedge Fund Activity: Q3 2017 in Review

268 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q3 2017, worth a combined $3.14B.

Buyers outnumbered sellers: 268 funds opened new JBGS positions and 0 closed out — a net gain of 268 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $527M.

  • 268 institutional investors held JBG SMITH (JBGS) as of Q3 2017, up from 0 in Q2 2017.
  • Funds reported $3.14B of JBG SMITH stock for Q3 2017.
  • 268 funds opened new JBG SMITH positions in Q3 2017 and 0 closed out, a net change of +268 holders.
  • The largest JBG SMITH buyer in Q3 2017 was Vanguard Group, an estimated $527M added.

Based on aggregated 13F filings for Q3 2017.