JBGS

JBG SMITH
JBGS

Overview Fund Activity

231 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, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-15
Holders Change %
-6.1%
% of All Funds
4.67%
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
101
Closed
37
Calls
$230K
Puts
$794K
Net Calls
-$564K
Net Calls Change
-$421K

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$39.9M
2
AAMU
2
APG Asset Management US
New York
$193M
3
VCM
3
V3 Capital Management
Texas
$97.5M
4
CIM
4
Centersquare Investment Management
Pennsylvania
$136M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$63.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$266M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$454M
3
YU
3
Yale University
Connecticut
$0
4
State Street
4
State Street
Massachusetts
$132M
5
BlackRock
5
BlackRock
New York
$345M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$68K -$13.5K -500 -17%
SSB
177
Sandy Spring Bank
Maryland
$62K +$373 +14 +0.6%
US Bancorp
178
US Bancorp
Minnesota
$55K +$34.5K +1,288 +168%
Osaic Holdings
179
Osaic Holdings
Arizona
$48K -$20.9K -794 -30%
FC
180
FORA Capital
Florida
$37K +$37K +1,390 New
PFBT
181
Parkside Financial Bank & Trust
Missouri
$34K +$34K +1,274 New
Group One Trading
182
Group One Trading
Illinois
$33K +$31.2K +1,178 +1,732%
DOA
183
D'Orazio & Associates
Virginia
$29K – – –
NPP
184
New Potomac Partners
Maryland
$24K – – –
GWS
185
Glassman Wealth Services
Virginia
$22K – – –
FMT
186
First Mercantile Trust
Tennessee
$22K +$22K +800 New
BBHC
187
Brown Brothers Harriman & Co
New York
$21K – – –
LB
188
Legacy Bridge
Iowa
$20K – – –
AWA
189
Arkadios Wealth Advisors
Georgia
$19.5K +$4.78K +184 +32%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$18K -$781 -29 -4%
Fidelity Investments
191
Fidelity Investments
Massachusetts
$15K -$1.6K -60 -10%
PA
192
Parallel Advisors
California
$15K +$1.15K +44 +8%
AWM
193
AllSquare Wealth Management
New York
$14K – – –
CI Investments Inc
194
CI Investments Inc
Ontario, Canada
$14K +$14K +518 New
CIA
195
CSat Investment Advisory
Michigan
$13K +$1.79K +69 +16%
Bessemer Group
196
Bessemer Group
New Jersey
$12K -$3.67K -134 -23%
TIM
197
Tortoise Investment Management
New York
$9K – – –
WT
198
Whittier Trust
California
$9K +$6.71K +258 +293%
S
199
SignatureFD
Georgia
$8K +$104 +4 +1%
CCM
200
Covington Capital Management
California
$7K – – –
6 7
8
9 10