JBGS

JBG SMITH
JBGS

Overview Fund Activity

231 hedge funds and large institutions have $3.71B invested in JBG SMITH in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
–
Holders Change %
0%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
29
Increased
77
Reduced
84
Closed
26
Calls
$22K
Puts
$1.01M
Net Calls
-$986K
Net Calls Change
+$512K

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$36.8M
2
BlackRock
2
BlackRock
New York
$436M
3
SCGM
3
Starwood Capital Group Management
Florida
$25.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$161M
5
Invesco
5
Invesco
Georgia
$101M

Top Sellers

1
LPC
1
Long Pond Capital
New York
$53.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$123M
3
American Century Companies
3
American Century Companies
Missouri
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$38.3M
5
UM
5
Ulysses Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BDS
176
Banco de Sabadell
Florida
$79K +$79K +2,465 New
Mitsubishi UFJ Trust & Banking
177
Mitsubishi UFJ Trust & Banking
Japan
$78K +$18K +576 +30%
SSB
178
Sandy Spring Bank
Maryland
$75K +$445 +14 +0.6%
Osaic Holdings
179
Osaic Holdings
Arizona
$45K -$10.7K -334 -19%
EI
180
Ellevest Inc
New York
$45K +$5.32K +166 +13%
DOA
181
D'Orazio & Associates
Virginia
$35K – – –
Fidelity Investments
182
Fidelity Investments
Massachusetts
$32K +$9.24K +289 +41%
BFC
183
Bedel Financial Consulting
Indiana
$32K +$32K +1,000 New
GWS
184
Glassman Wealth Services
Virginia
$26K – – –
LB
185
Legacy Bridge
Iowa
$24K – – –
PA
186
Parallel Advisors
California
$23K +$16.1K +502 +236%
FHA
187
First Horizon Advisors
Tennessee
$22K +$4.66K +148 +27%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$21K – – –
HWA
189
Heritage Wealth Advisors
Virginia
$17.5K +$12.7K +400 +267%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
190
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17K -$4.05M -126,967 -100%
AWM
191
AllSquare Wealth Management
New York
$17K – – –
MAM
192
Meeder Asset Management
Ohio
$17K +$11.8K +374 +229%
HR
193
Howe & Rusling
New York
$16K -$1.64K -53 -9%
CI Investments Inc
194
CI Investments Inc
Ontario, Canada
$16K – – –
Bessemer Group
195
Bessemer Group
New Jersey
$14K -$13.1K -404 -48%
S
196
SignatureFD
Georgia
$12K +$658 +20 +6%
TIM
197
Tortoise Investment Management
New York
$11K – – –
WT
198
Whittier Trust
California
$11K – – –
AWA
199
Arkadios Wealth Advisors
Georgia
$9K +$4.15K +137 +86%
JWM
200
Janiczek Wealth Management
Colorado
$8K – – –
6 7
8
9 10