JBGS

JBG SMITH
JBGS

Overview Fund Activity

207 hedge funds and large institutions have $1.42B invested in JBG SMITH in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-2
Holders Change %
-0.96%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
43
Reduced
90
Closed
24
Calls
$705K
Puts
$341K
Net Calls
+$364K
Net Calls Change
+$895K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.9M
2
LIP
2
Lighthouse Investment Partners
Florida
$8.03M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.44M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$2.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$108M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
State Street
3
State Street
Massachusetts
$89.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$237M
5
Citadel Advisors
5
Citadel Advisors
Florida
$172K
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
151
Russell Investments Group
United Kingdom
$75.4K +$2.12K +132 +3%
QCG
152
Quadrant Capital Group
Ohio
$55.2K – – –
KBC Group
153
KBC Group
Belgium
$55K – – –
SWM
154
Spire Wealth Management
Virginia
$51.1K -$7.8K -486 -13%
US Bancorp
155
US Bancorp
Minnesota
$35.3K -$134K -8,333 -79%
Simplex Trading
156
Simplex Trading
Illinois
$31K +$31K +1,951 New
BBHC
157
Brown Brothers Harriman & Co
New York
$28.7K – – –
Osaic Holdings
158
Osaic Holdings
Arizona
$16.8K -$13.3K -828 -44%
VCM
159
Versant Capital Management
Arizona
$16K – – –
RA
160
Rise Advisors
New York
$14.1K +$14.1K +878 New
EWA
161
EverSource Wealth Advisors
Alabama
$13.9K – – –
WBC
162
West Branch Capital
Massachusetts
$13.9K – – –
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$13K -$4.07K -253 -24%
HNB
164
Hilltop National Bank
Wyoming
$11K +$11K +684 New
GI
165
GAMMA Investing
California
$10.8K -$1.16K -72 -10%
EWP
166
Elevation Wealth Partners
California
$10.8K -$1.03K -64 -9%
AWM
167
Avior Wealth Management
Nebraska
$8.65K +$8.65K +539 New
AWM
168
AllSquare Wealth Management
New York
$8.46K – – –
EBA
169
Eagle Bay Advisors
New York
$6.18K -$401 -25 -6%
PA
170
Parallel Advisors
California
$6.08K – – –
NSIM
171
North Star Investment Management
Illinois
$6.07K – – –
TIM
172
Tortoise Investment Management
New York
$5.47K – – –
SAM
173
Smartleaf Asset Management
Massachusetts
$5.09K +$5.09K +313 New
Bessemer Group
174
Bessemer Group
New Jersey
$5K – – –
MG
175
Mather Group
Illinois
$4.12K +$4.12K +242 New
5 6
7
8 9