JBGS

JBG SMITH
JBGS

Overview Fund Activity

209 hedge funds and large institutions have $1.66B invested in JBG SMITH in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
35
Reduced
110
Closed
33
Calls
$246K
Puts
$777K
Net Calls
-$531K
Net Calls Change
-$402K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$239M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$11.4M
3
Man Group
3
Man Group
United Kingdom
$5.45M
4
Citigroup
4
Citigroup
New York
$48.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.51M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$103M
2
BlackRock
2
BlackRock
New York
$309M
3
SP
3
Solel Partners
Massachusetts
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$260M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
151
SignatureFD
Georgia
$99.4K -$222K -13,069 -69%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$83.7K -$332K -19,547 -80%
Russell Investments Group
153
Russell Investments Group
United Kingdom
$77.7K -$102K -5,988 -57%
SWM
154
Spire Wealth Management
Virginia
$61.3K -$4.6K -275 -7%
KBC Group
155
KBC Group
Belgium
$59K – – –
QCG
156
Quadrant Capital Group
Ohio
$58.5K -$92.1K -5,412 -61%
Osaic Holdings
157
Osaic Holdings
Arizona
$31.9K -$14.5K -850 -31%
EC
158
EntryPoint Capital
New York
$31.3K +$31.3K +1,839 New
BBHC
159
Brown Brothers Harriman & Co
New York
$30.4K +$17K +1,000 +127%
Group One Trading
160
Group One Trading
Illinois
$27.9K +$27.9K +1,641 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$18K -$6.26K -369 -26%
C
162
Covestor
United Kingdom
$17K +$1.67K +94 +11%
VCM
163
Versant Capital Management
Arizona
$17K – – –
EWA
164
EverSource Wealth Advisors
Alabama
$15.7K -$544 -32 -3%
GWS
165
Glassman Wealth Services
Virginia
$15K – – –
WBC
166
West Branch Capital
Massachusetts
$14.7K – – –
GI
167
GAMMA Investing
California
$11.9K +$11.9K +746 New
EWP
168
Elevation Wealth Partners
California
$10.6K +$10.6K +736 New
AWM
169
AllSquare Wealth Management
New York
$8.96K – – –
EBA
170
Eagle Bay Advisors
New York
$6.97K -$54.9K -3,227 -89%
FFA
171
Farther Finance Advisors
California
$6.7K +$6.7K +394 New
PA
172
Parallel Advisors
California
$6.45K -$52.5K -3,089 -89%
NSIM
173
North Star Investment Management
Illinois
$6.43K – – –
Bessemer Group
174
Bessemer Group
New Jersey
$6K -$1.57K -88 -21%
TIM
175
Tortoise Investment Management
New York
$5.8K – – –
5 6
7
8 9