JBGS

JBG SMITH
JBGS

Overview Fund Activity

231 hedge funds and large institutions have $3.71B invested in JBG SMITH in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
–
Holders Change %
0%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
65
Reduced
94
Closed
30
Calls
$25K
Puts
$1.52M
Net Calls
-$1.5M
Net Calls Change
-$934K

Top Buyers

1
Invesco
Invesco
Georgia
$87.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$156M
3
Morgan Stanley
Morgan Stanley
New York
$47.8M
4
TSW
Thompson Siegel & Walmsley
Virginia
$71.9M
5
BlackRock
BlackRock
New York
$408M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$271M
2
LPC
Long Pond Capital
New York
$90.2M
3
Federated Hermes
Federated Hermes
Pennsylvania
$28.6M
4
CIM
Centersquare Investment Management
Pennsylvania
$142M
5
VCM
V3 Capital Management
Texas
$99.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$70K -$9.43K -300 -12%
Mitsubishi UFJ Trust & Banking
177
Mitsubishi UFJ Trust & Banking
Japan
$60K +$60K +1,925 New
Osaic Holdings
178
Osaic Holdings
Arizona
$54K -$2.51K -81 -4%
EI
179
Ellevest Inc
New York
$39K +$36.1K +1,148 +1,262%
DOA
180
D'Orazio & Associates
Virginia
$34K – – –
Bessemer Group
181
Bessemer Group
New Jersey
$26K +$12.4K +399 +91%
BBHC
182
Brown Brothers Harriman & Co
New York
$25K – – –
GWS
183
Glassman Wealth Services
Virginia
$25K – – –
LB
184
Legacy Bridge
Iowa
$23K – – –
Fidelity Investments
185
Fidelity Investments
Massachusetts
$22K +$4.64K +150 +27%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$20K -$491 -16 -2%
HR
187
Howe & Rusling
New York
$18K -$6.56M -207,220 -100%
FHA
188
First Horizon Advisors
Tennessee
$17K +$17K +551 New
AWM
189
AllSquare Wealth Management
New York
$16K – – –
CI Investments Inc
190
CI Investments Inc
Ontario, Canada
$16K – – –
Simplex Trading
191
Simplex Trading
Illinois
$13K -$185K -6,219 -93%
TIM
192
Tortoise Investment Management
New York
$11K – – –
WT
193
Whittier Trust
California
$11K – – –
S
194
SignatureFD
Georgia
$11K +$1.18K +37 +12%
JWM
195
Janiczek Wealth Management
Colorado
$8K +$8K +248 New
PA
196
Parallel Advisors
California
$7K -$11.9K -362 -63%
EWM
197
Edge Wealth Management
New York
$7K – – –
AIG
198
American International Group
New York
$6.28K -$163 -5,199 -3%
AWA
199
Arkadios Wealth Advisors
Georgia
$5K -$18.5K -592 -79%
HWA
200
Heritage Wealth Advisors
Virginia
$5K -$2.67K -80 -35%
6 7
8
9 10