JBGS

JBG SMITH
JBGS

Overview Fund Activity

275 hedge funds and large institutions have $3.41B invested in JBG SMITH in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 77 reducing their positions, and 22 closing their positions.

Holders
275
Holders Change
+10
Holders Change %
+3.77%
% of All Funds
6.31%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
34
Increased
83
Reduced
77
Closed
22
Calls
$351K
Puts
$753K
Net Calls
-$402K
Net Calls Change
+$1.53M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$243M
2
TSW
2
Thompson Siegel & Walmsley
Virginia
$82.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$78.6M
4
NMVA
4
New Mountain Vantage Advisers
New York
$16.4M
5
SCRM
5
Security Capital Research & Management
Illinois
$15.7M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$38.1M
2
HRES
2
Heitman Real Estate Securities
Illinois
$2.21M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$101M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$511M
Name Market Value Shares Shares
Change 		Shares
Change %
SF
226
Synovus Financial
Georgia
$10K 310 +310 New
WCM
227
Whitener Capital Management
North Carolina
$9K 275 +100 +57%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$8K 250 – –
EWM
229
Edge Wealth Management
New York
$8K 233 – –
AIM
230
Anchor Investment Management
South Carolina
$7.45K 221 – –
LTFS
231
Ladenburg Thalmann Financial Services
Florida
$7K 212 -373 -64%
PCP
232
Proficio Capital Partners
Massachusetts
$6K 183 +183 New
PCG
233
Private Capital Group
Connecticut
$5K 134 -13,446 -99%
CCM
234
Cribstone Capital Management
Maine
$5K 144 – –
MA
235
MCF Advisors
Kentucky
$5K 137 +137 New
SCM
236
Silvant Capital Management
Georgia
$5K 163 +163 New
Envestnet Asset Management
237
Envestnet Asset Management
Illinois
$4K 122 -266 -69%
NSIM
238
North Star Investment Management
Illinois
$4K 129 – –
GWM
239
Geneos Wealth Management
Colorado
$4K 123 – –
MWM
240
Mascoma Wealth Management
New Hampshire
$4K 126 – –
Group One Trading
241
Group One Trading
Illinois
$4K 127 – –
SWA
242
Sutton Wealth Advisors
Florida
$3.24K 96 – –
AOWM
243
Alpha Omega Wealth Management
Virginia
$3K 102 – –
MGIA
244
Moneta Group Investment Advisors
Missouri
$3K 100 – –
VIA
245
Vantage Investment Advisors
Pennsylvania
$3K 75 – –
FPFS
246
First Personal Financial Services
North Carolina
$3K 83 – –
GAM
247
Gemmer Asset Management
California
$3K 89 +89 New
FC
248
Ferris Capital
Massachusetts
$3K 95 +95 New
RE
249
RBC Europe
United Kingdom
$2.7K 80 – –
PA
250
Parallel Advisors
California
$2K 50 – –
8 9
10
11 12