JBGS

JBG SMITH
JBGS

Overview Fund Activity

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.

Holders
275
Holders Change
+10
Holders Change %
+3.77%
% of All Funds
6.31%
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

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$243M
2
TSW
2
Thompson Siegel & Walmsley
Virginia
$82.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$78.6M
4
NMVA
4
New Mountain Vantage Advisers
New York
$16.4M
5
SCRM
5
Security Capital Research & Management
Illinois
$15.7M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$38.1M
2
HRES
2
Heitman Real Estate Securities
Illinois
$2.21M
3
Goldman Sachs
3
Goldman Sachs
New York
$29.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$101M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$511M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
276
Evercore Wealth Management
New York
– – -776 Closed
MA
277
MUFG Americas
New York
– – -547 Closed
FFW
278
Fusion Family Wealth
New York
– – -375 Closed
HNB
279
Huntington National Bank
Ohio
– – -329 Closed
FGC
280
Financial Gravity Companies
Texas
– – -241 Closed
STA
281
Summit Trail Advisors
New York
– – -112 Closed
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
– – -75 Closed
PWM
283
Paulson Wealth Management
Illinois
– – -59 Closed
LIMS
284
Lasalle Investment Management Securities
Maryland
– – -51 Closed
QCG
285
Quadrant Capital Group
Ohio
$0 25 -45 -64%
Canada Pension Plan Investment Board
286
Canada Pension Plan Investment Board
Ontario, Canada
– – -10 Closed
PFBT
287
Parkside Financial Bank & Trust
Missouri
– – -8 Closed
AssetMark Inc
288
AssetMark Inc
California
– – -6 Closed
WTB
289
Washington Trust Bank
Washington
$0 2 – –
VFA
290
Valeo Financial Advisors
Indiana
$0 14 – –
CBOA
291
Commonwealth Bank of Australia
Australia
$0 21 – –
AWM
292
Avior Wealth Management
Nebraska
$0 2 – –
MOS
293
MGO One Seven
Ohio
$0 9 – –
VCM
294
Versant Capital Management
Arizona
$0 8 – –
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
– – – –
LFA
296
Legacy Financial Advisors
Kentucky
$0 27 – –
CIP
297
Convergence Investment Partners
Florida
$0 1 +1 New
PWM
298
Perigon Wealth Management
California
$0 1 +1 New
8 9 10 11
12