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JBGS

JBG SMITH

238 hedge funds and large institutions have $3.33B invested in JBG SMITH in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 104 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $385K | Put options by funds: $225K

51% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 69

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% less funds holding

Funds holding: 243238 (-5)

2.94% less ownership

Funds ownership: 88.3%85.36% (-2.9%)

9% less capital invested

Capital invested by funds: $3.65B → $3.33B (-$317M)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
238
Holders Change
-5
Holders Change %
-2.06%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
104
Reduced
69
Closed
23
Calls
$385K
Puts
$225K
Net Calls
+$160K
Net Calls Change
+$777K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
FDx Advisors
Illinois
$206K +$215K +6,967 New
VanEck Associates
177
VanEck Associates
New York
$172K +$24.2K +785 +16%
Schroder Investment Management Group
178
Schroder Investment Management Group
United Kingdom
$168K +$1.88K +61 +1%
SSB
179
Sandy Spring Bank
Maryland
$160K +$1.14K +37 +0.7%
TRCT
180
Tower Research Capital (TRC)
New York
$158K -$633K -20,515 -79%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$146K +$19.7K +639 +15%
US Bancorp
182
US Bancorp
Minnesota
$74K -$13.6K -442 -15%
SPIA
183
Steward Partners Investment Advisory
New York
$72K +$30.9K +1,000 +70%
ASBI
184
American State Bank (Iowa)
Iowa
$65.1K
Osaic Holdings
185
Osaic Holdings
Arizona
$65K +$21.7K +703 +47%
EBA
186
Eagle Bay Advisors
New York
$39K +$3.15K +102 +8%
AWA
187
Arkadios Wealth Advisors
Georgia
$37K +$6.45K +209 +20%
NFG
188
Next Financial Group
Texas
$36K +$29.5K +955 +351%
S
189
SignatureFD
Georgia
$35K -$6.42K -208 -15%
DOA
190
D'Orazio & Associates
Virginia
$33K
EI
191
Ellevest Inc
New York
$31K -$4.69K -152 -13%
BFC
192
Bedel Financial Consulting
Indiana
$30K
PA
193
Parallel Advisors
California
$26K -$1.08K -35 -4%
WBC
194
West Branch Capital
Massachusetts
$26K
CI Investments Inc
195
CI Investments Inc
Ontario, Canada
$26K +$1.42K +46 +5%
GWS
196
Glassman Wealth Services
Virginia
$24K
Mitsubishi UFJ Trust & Banking
197
Mitsubishi UFJ Trust & Banking
Japan
$22K
FHA
198
First Horizon Advisors
Tennessee
$19K
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$19K
MAM
200
Meeder Asset Management
Ohio
$18K -$4.32K -140 -19%