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JBGS

JBG SMITH

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.

New
Increased
Maintained
Reduced
Closed

614% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $2.46M

73% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 66

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

1% more funds holding

Funds holding: 283287 (+4)

4% more capital invested

Capital invested by funds: $3.72B → $3.86B (+$144M)

0.75% more ownership

Funds ownership: 86.44%87.19% (+0.75%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
287
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
6.56%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Mascoma Wealth Management
New Hampshire
$5K
NSIM
252
North Star Investment Management
Illinois
$5K
AOWM
253
Alpha Omega Wealth Management
Virginia
$4K
GWM
254
Geneos Wealth Management
Colorado
$4K
PCG
255
Private Capital Group
Connecticut
$4K
RWA
256
River Wealth Advisors
Pennsylvania
$4K
JFA
257
JNBA Financial Advisors
Minnesota
$4K +$3.75K +102 New
SWA
258
Sutton Wealth Advisors
Florida
$3.54K
FC
259
Ferris Capital
Massachusetts
$3K -$258 -7 -7%
EARNEST Partners
260
EARNEST Partners
Georgia
$3K
GAM
261
Gemmer Asset Management
California
$3K
PA
262
Parallel Advisors
California
$3K
VIA
263
Vantage Investment Advisors
Pennsylvania
$3K
RE
264
RBC Europe
United Kingdom
$2.95K
APP
265
Avantax Planning Partners
Iowa
$2K +$2.36K +64 New
HWA
266
Heritage Wealth Advisors
Virginia
$2K +$2.94K +80 New
TPWA
267
TRUE Private Wealth Advisors
Oregon
$1.73K +$1.73K +47 New
S
268
SignatureFD
Georgia
$1K -$294 -8 -21%
TFA
269
Transamerica Financial Advisors
Florida
$1K -$110 -3 -60%
ASN
270
Advisory Services Network
Georgia
$1K
BWM
271
Baystate Wealth Management
Massachusetts
$1K
DSC
272
Duncker Streett & Co
Missouri
$1K
EFSCE
273
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
SFSIG
274
San Francisco Sentry Investment Group
California
$1K
TFO
275
Tarbox Family Office
California
$1K