JBGS

JBG SMITH
JBGS

Overview Fund Activity

292 hedge funds and large institutions have $3.8B invested in JBG SMITH in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 78 reducing their positions, and 39 closing their positions.

Holders
292
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.52%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
47
Increased
97
Reduced
78
Closed
39
Calls
$52.7M
Puts
$2.86M
Net Calls
+$49.8M
Net Calls Change
+$34.7M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$92.5M
2
MIOT
2
Massachusetts Institute of Technology
Massachusetts
$59.9M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$43.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$36.2M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$217M

Top Sellers

1
YU
1
Yale University
Connecticut
$135M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$336K
3
PMG
3
Private Management Group
California
$5M
4
ECP
4
Empyrean Capital Partners
California
$0
5
HAM
5
Honeycomb Asset Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCG
251
Private Capital Group
Connecticut
$5K 144 +10 +7%
DWM
252
Doyle Wealth Management
Florida
$5K 155 +155 New
AOWM
253
Alpha Omega Wealth Management
Virginia
$4K 102 – –
MWM
254
Mascoma Wealth Management
New Hampshire
$4K 126 – –
GWM
255
Geneos Wealth Management
Colorado
$4K 123 – –
RWA
256
River Wealth Advisors
Pennsylvania
$4K 102 – –
AIC
257
Ameritas Investment Company
Nebraska
$4K 121 +121 New
SWA
258
Sutton Wealth Advisors
Florida
$3.34K 96 – –
AAMU
259
Amundi Asset Management US
Massachusetts
$3.13K 89,853 -43,176 -32%
CFGS
260
Concourse Financial Group Securities
Alabama
$3K 100 -141 -59%
FC
261
Ferris Capital
Massachusetts
$3K 88 – –
EARNEST Partners
262
EARNEST Partners
Georgia
$3K 83 – –
GAM
263
Gemmer Asset Management
California
$3K 89 – –
RE
264
RBC Europe
United Kingdom
$2.79K 80 – –
PA
265
Parallel Advisors
California
$2K 76 – –
HWA
266
Heritage Wealth Advisors
Virginia
$2K 80 – –
TFO
267
Tarbox Family Office
California
$1K 32 – –
LFA
268
Legacy Financial Advisors
Kentucky
$1K 27 – –
ASN
269
Advisory Services Network
Georgia
$1K 37 – –
TFA
270
Transamerica Financial Advisors
Florida
$1K 2 – –
DSC
271
Duncker Streett & Co
Missouri
$1K 40 – –
ZB
272
Zions Bancorporation
Utah
$1K 26 – –
EFSCE
273
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 19 – –
SFSIG
274
San Francisco Sentry Investment Group
California
$1K 16 – –
BWM
275
Baystate Wealth Management
Massachusetts
$1K 6 – –
9 10
11
12 13