JBGS

JBG SMITH
JBGS

Overview Fund Activity

271 hedge funds and large institutions have $4.85B invested in JBG SMITH in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 119 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-12
Holders Change %
-4.24%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
26
Increased
119
Reduced
51
Closed
35
Calls
$164K
Puts
$396K
Net Calls
-$232K
Net Calls Change
+$320K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$478M
2
RC
2
Resolution Capital
Australia
$76.9M
3
ZP
3
Zimmer Partners
New York
$64.4M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$72.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$221M

Top Sellers

1
LPC
1
Long Pond Capital
New York
$29.8M
2
YU
2
Yale University
Connecticut
$80.4M
3
SC
3
Sessa Capital
New York
$49M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
IL
5
Investure LLC
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
226
Whittier Trust
California
$13K – – –
TFA
227
Toth Financial Advisory
Virginia
$12K -$16.9K -429 -58%
SF
228
Synovus Financial
Georgia
$12K – – –
NIT
229
NumerixS Investment Technologies
British Columbia, Canada
$12K +$12K +300 New
QAM
230
QCI Asset Management
New York
$10K – – –
WCM
231
Whitener Capital Management
North Carolina
$10K – – –
MAM
232
Meeder Asset Management
Ohio
$10K +$10K +261 New
EWM
233
Edge Wealth Management
New York
$9K – – –
CCA
234
Catalyst Capital Advisors
New York
$9K +$2.26K +60 +34%
AIM
235
Anchor Investment Management
South Carolina
$8.69K – – –
CFGS
236
Concourse Financial Group Securities
Alabama
$8K – – –
VCM
237
Vigilant Capital Management
Maine
$8K – – –
CIA
238
CSat Investment Advisory
Michigan
$8K +$8K +201 New
PCP
239
Proficio Capital Partners
Massachusetts
$7K – – –
BFEC
240
Benjamin F. Edwards & Company
Missouri
$7K +$7K +169 New
CCM
241
Cribstone Capital Management
Maine
$6K – – –
PHK
242
Point72 Hong Kong
Hong Kong
$6K +$6K +157 New
PCG
243
Private Capital Group
Connecticut
$5K -$299 -8 -6%
MWM
244
Mascoma Wealth Management
New Hampshire
$5K – – –
CFN
245
Cordasco Financial Network
Florida
$5K – – –
GAM
246
Gemmer Asset Management
California
$4K – – –
NFG
247
Next Financial Group
Texas
$4K +$4K +100 New
SWA
248
Sutton Wealth Advisors
Florida
$3.78K – – –
HWA
249
Heritage Wealth Advisors
Virginia
$3.15K – – –
RE
250
RBC Europe
United Kingdom
$3.15K – – –
8 9
10
11 12