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JBGS

JBG SMITH

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.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

4% more funds holding

Funds holding: 265275 (+10)

8% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 77

0.18% more ownership

Funds ownership: 85.5%85.68% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less capital invested

Capital invested by funds: $3.5B → $3.41B (-$94.3M)

53% less call options, than puts

Call options by funds: $351K | Put options by funds: $753K

Holders
275
Holders Change
+10
Holders Change %
+3.77%
% of All Funds
6.3%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SF
226
Synovus Financial
Georgia
$10K +$10.3K +310 New
WCM
227
Whitener Capital Management
North Carolina
$9K +$3.32K +100 +57%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$8K
EWM
229
Edge Wealth Management
New York
$8K
AIM
230
Anchor Investment Management
South Carolina
$7.45K
LTFS
231
Ladenburg Thalmann Financial Services
Florida
$7K -$12.4K -373 -64%
PCP
232
Proficio Capital Partners
Massachusetts
$6K +$6.07K +183 New
PCG
233
Private Capital Group
Connecticut
$5K -$446K -13,446 -99%
CCM
234
Cribstone Capital Management
Maine
$5K
MA
235
MCF Advisors
Kentucky
$5K +$4.54K +137 New
SCM
236
Silvant Capital Management
Georgia
$5K +$5.41K +163 New
Envestnet Asset Management
237
Envestnet Asset Management
Illinois
$4K -$8.82K -266 -69%
GWM
238
Geneos Wealth Management
Colorado
$4K
Group One Trading
239
Group One Trading
Illinois
$4K
MWM
240
Mascoma Wealth Management
New Hampshire
$4K
NSIM
241
North Star Investment Management
Illinois
$4K
SWA
242
Sutton Wealth Advisors
Florida
$3.24K
AOWM
243
Alpha Omega Wealth Management
Virginia
$3K
FPFS
244
First Personal Financial Services
North Carolina
$3K
MGIA
245
Moneta Group Investment Advisors
Missouri
$3K
VIA
246
Vantage Investment Advisors
Pennsylvania
$3K
GAM
247
Gemmer Asset Management
California
$3K +$2.95K +89 New
FC
248
Ferris Capital
Massachusetts
$3K +$3.15K +95 New
RE
249
RBC Europe
United Kingdom
$2.7K
PA
250
Parallel Advisors
California
$2K