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JBGS

JBG SMITH

232 hedge funds and large institutions have $3.22B invested in JBG SMITH in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.03% less ownership

Funds ownership: 91.07%90.03% (-1%)

6% less funds holding

Funds holding: 247232 (-15)

11% less capital invested

Capital invested by funds: $3.6B → $3.22B (-$378M)

31% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 102

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

38% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 37

71% less call options, than puts

Call options by funds: $230K | Put options by funds: $794K

Holders
232
Holders Change
-15
Holders Change %
-6.07%
% of All Funds
4.68%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
23
Increased
70
Reduced
102
Closed
37
Calls
$230K
Puts
$794K
Net Calls
-$564K
Net Calls Change
-$421K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Shell Asset Management
Netherlands
$82K
SPIA
177
Steward Partners Investment Advisory
New York
$68K -$14K -500 -17%
SSB
178
Sandy Spring Bank
Maryland
$62K +$393 +14 +0.6%
US Bancorp
179
US Bancorp
Minnesota
$55K +$36.2K +1,288 +168%
Osaic Holdings
180
Osaic Holdings
Arizona
$48K -$22.3K -794 -30%
FC
181
FORA Capital
Florida
$37K +$39K +1,390 New
PFBT
182
Parkside Financial Bank & Trust
Missouri
$34K +$35.8K +1,274 New
Group One Trading
183
Group One Trading
Illinois
$33K +$33.1K +1,178 +1,732%
DOA
184
D'Orazio & Associates
Virginia
$29K
NPP
185
New Potomac Partners
Maryland
$24K
GWS
186
Glassman Wealth Services
Virginia
$22K
FMT
187
First Mercantile Trust
Tennessee
$22K +$22.5K +800 New
BBHC
188
Brown Brothers Harriman & Co
New York
$21K
LB
189
Legacy Bridge
Iowa
$20K
AWA
190
Arkadios Wealth Advisors
Georgia
$19.5K +$5.17K +184 +32%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$18K -$814 -29 -4%
Fidelity Investments
192
Fidelity Investments
Massachusetts
$15K -$1.68K -60 -10%
PA
193
Parallel Advisors
California
$15K +$1.24K +44 +8%
AWM
194
AllSquare Wealth Management
New York
$14K
CI Investments Inc
195
CI Investments Inc
Ontario, Canada
$14K +$14.5K +518 New
CIA
196
CSat Investment Advisory
Michigan
$13K +$1.94K +69 +16%
Bessemer Group
197
Bessemer Group
New Jersey
$12K -$3.76K -134 -23%
TIM
198
Tortoise Investment Management
New York
$9K
WT
199
Whittier Trust
California
$9K +$7.24K +258 +293%
S
200
SignatureFD
Georgia
$8K +$112 +4 +1%