JBGS

JBG SMITH
JBGS

Overview Fund Activity

208 hedge funds and large institutions have $1.26B invested in JBG SMITH in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
54
Reduced
87
Closed
21
Calls
$706K
Puts
$321K
Net Calls
+$385K
Net Calls Change
+$21K

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$17.5M
2
UBS Group
UBS Group
Switzerland
$30.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.94M
4
PMG
Private Management Group
California
$30.9M
5
Citadel Advisors
Citadel Advisors
Florida
$2.87M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$6.36M
2
BlackRock
BlackRock
New York
$263M
3
Vanguard Group
Vanguard Group
Pennsylvania
$214M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$4.37M
5
LIP
Lighthouse Investment Partners
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$20.2K -$13.4K -877 -40%
EWA
152
EverSource Wealth Advisors
Alabama
$16.3K +$1.18K +72 +8%
VWM
153
Venturi Wealth Management
Texas
$13.7K +$11.5K +758 +530%
1IA
154
1620 Investment Advisors
Massachusetts
$13.7K +$13.7K +900 New
RA
155
Rise Advisors
New York
$13.5K +$152 +10 +1%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$13K +$968 +65 +8%
TFF
157
The Family Firm
Maryland
$12K +$12K +788 New
SAM
158
Smartleaf Asset Management
Massachusetts
$10.5K +$5.8K +384 +123%
HNB
159
Hilltop National Bank
Wyoming
$10.4K – – –
GI
160
GAMMA Investing
California
$8.33K -$1.93K -127 -19%
AWM
161
AllSquare Wealth Management
New York
$8.03K – – –
HT
162
Headlands Technologies
Illinois
$6.72K +$6.72K +441 New
NSIM
163
North Star Investment Management
Illinois
$6.55K +$792 +52 +14%
CAL
164
Capital Analysts LLC
Pennsylvania
$6K +$6K +395 New
PA
165
Parallel Advisors
California
$5.38K -$396 -26 -7%
TIM
166
Tortoise Investment Management
New York
$5.19K – – –
AWM
167
Avior Wealth Management
Nebraska
$5.06K -$3.15K -207 -38%
Bessemer Group
168
Bessemer Group
New Jersey
$5K – – –
Allspring Global Investments
169
Allspring Global Investments
North Carolina
$4.49K +$4.49K +295 New
FFA
170
Farther Finance Advisors
California
$4.14K +$574 +38 +16%
MG
171
Mather Group
Illinois
$3.88K – – –
AF
172
Allworth Financial
California
$3.86K – – –
Russell Investments Group
173
Russell Investments Group
United Kingdom
$3.82K -$67.6K -4,446 -95%
BTI
174
Blue Trust Inc
Georgia
$3.8K +$2.95K +184 +347%
Osaic Holdings
175
Osaic Holdings
Arizona
$3.73K -$12.2K -802 -77%
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