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JBGS

JBG SMITH

210 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, 111 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $1.49B → $1.66B (+$170M)

2.66% more ownership

Funds ownership: 99.6%102.27% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 218210 (-8)

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

68% less call options, than puts

Call options by funds: $246K | Put options by funds: $777K

68% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 111

Holders
210
Holders Change
-8
Holders Change %
-3.67%
% 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
111
Closed
34
Calls
$246K
Puts
$777K
Net Calls
-$531K
Net Calls Change
-$402K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$99.8K +$38.7K +2,656 +83%
S
152
SignatureFD
Georgia
$99.4K -$190K -13,069 -69%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$83.7K -$285K -19,547 -80%
Russell Investments Group
154
Russell Investments Group
United Kingdom
$77.7K -$87.2K -5,988 -57%
SWM
155
Spire Wealth Management
Virginia
$61.3K -$4K -275 -7%
KBC Group
156
KBC Group
Belgium
$59K
QCG
157
Quadrant Capital Group
Ohio
$58.5K -$78.8K -5,412 -61%
Osaic Holdings
158
Osaic Holdings
Arizona
$31.9K -$12.4K -850 -31%
EC
159
EntryPoint Capital
New York
$31.3K +$26.8K +1,839 New
BBHC
160
Brown Brothers Harriman & Co
New York
$30.4K +$14.6K +1,000 +127%
Group One Trading
161
Group One Trading
Illinois
$27.9K +$23.9K +1,641 New
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$18K -$5.37K -369 -26%
C
163
Covestor
United Kingdom
$17K +$1.37K +94 +11%
VCM
164
Versant Capital Management
Arizona
$17K
EWA
165
EverSource Wealth Advisors
Alabama
$15.7K -$466 -32 -3%
GWS
166
Glassman Wealth Services
Virginia
$15K
WBC
167
West Branch Capital
Massachusetts
$14.7K
GI
168
GAMMA Investing
California
$11.9K +$10.9K +746 New
EWP
169
Elevation Wealth Partners
California
$10.6K +$10.7K +736 New
AWM
170
AllSquare Wealth Management
New York
$8.96K
EBA
171
Eagle Bay Advisors
New York
$6.97K -$47K -3,227 -89%
FFA
172
Farther Finance Advisors
California
$6.7K +$5.74K +394 New
PA
173
Parallel Advisors
California
$6.45K -$45K -3,089 -89%
NSIM
174
North Star Investment Management
Illinois
$6.43K
Bessemer Group
175
Bessemer Group
New Jersey
$6K -$1.28K -88 -21%