JBGS

JBG SMITH
JBGS

Overview Fund Activity

287 hedge funds and large institutions have $3.86B invested in JBG SMITH in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 66 reducing their positions, and 29 closing their positions.

Holders
287
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
6.57%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
34
Increased
114
Reduced
66
Closed
29
Calls
$17.6M
Puts
$2.46M
Net Calls
+$15.1M
Net Calls Change
+$16.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$464M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$62.4M
3
VCM
3
V3 Capital Management
Texas
$94.8M
4
Invesco
4
Invesco
Georgia
$23.3M
5
State Street
5
State Street
Massachusetts
$150M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$42.4M
2
Franklin Resources
2
Franklin Resources
California
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$31.9M
4
SCRM
4
Security Capital Research & Management
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$58.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
251
Cribstone Capital Management
Maine
$5K 144 – –
MWM
252
Mascoma Wealth Management
New Hampshire
$5K 126 – –
RWA
253
River Wealth Advisors
Pennsylvania
$4K 102 – –
GWM
254
Geneos Wealth Management
Colorado
$4K 123 – –
AOWM
255
Alpha Omega Wealth Management
Virginia
$4K 102 – –
PCG
256
Private Capital Group
Connecticut
$4K 134 – –
JFA
257
JNBA Financial Advisors
Minnesota
$4K 102 +102 New
SWA
258
Sutton Wealth Advisors
Florida
$3.54K 96 – –
FC
259
Ferris Capital
Massachusetts
$3K 88 -7 -7%
EARNEST Partners
260
EARNEST Partners
Georgia
$3K 83 – –
VIA
261
Vantage Investment Advisors
Pennsylvania
$3K 75 – –
PA
262
Parallel Advisors
California
$3K 76 – –
GAM
263
Gemmer Asset Management
California
$3K 89 – –
RE
264
RBC Europe
United Kingdom
$2.95K 80 – –
APP
265
Avantax Planning Partners
Iowa
$2K 64 +64 New
HWA
266
Heritage Wealth Advisors
Virginia
$2K 80 +80 New
TPWA
267
TRUE Private Wealth Advisors
Oregon
$1.73K 47 +47 New
S
268
SignatureFD
Georgia
$1K 30 -8 -21%
TFA
269
Transamerica Financial Advisors
Florida
$1K 2 -3 -60%
ZB
270
Zions Bancorporation
Utah
$1K 26 – –
TFO
271
Tarbox Family Office
California
$1K 32 – –
ASN
272
Advisory Services Network
Georgia
$1K 37 – –
DSC
273
Duncker Streett & Co
Missouri
$1K 40 – –
BWM
274
Baystate Wealth Management
Massachusetts
$1K 6 – –
EFSCE
275
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 19 – –
9 10
11
12 13