JBGS

JBG SMITH
JBGS

Overview Fund Activity

236 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
Holders
236
Holders Change
-5
Holders Change %
-2.07%
% of All Funds
4.14%
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

Top Buyers

1
LPC
Long Pond Capital
New York
$96.7M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$60.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$37.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
$14.1M
5
Millennium Management
Millennium Management
New York
$11.9M

Top Sellers

1
AAMU
APG Asset Management US
New York
$49.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$29.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$160M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$235M
5
CIM
Centersquare Investment Management
Pennsylvania
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
176
VanEck Associates
New York
$172K +$23.2K +785 +16%
Schroder Investment Management Group
177
Schroder Investment Management Group
United Kingdom
$168K +$1.81K +61 +1%
SSB
178
Sandy Spring Bank
Maryland
$160K +$1.1K +37 +0.7%
TRCT
179
Tower Research Capital (TRC)
New York
$158K -$606K -20,515 -79%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$146K +$18.9K +639 +15%
US Bancorp
181
US Bancorp
Minnesota
$74K -$13.1K -442 -15%
SPIA
182
Steward Partners Investment Advisory
New York
$72K +$29.7K +1,000 +70%
Osaic Holdings
183
Osaic Holdings
Arizona
$65K +$20.9K +703 +47%
EBA
184
Eagle Bay Advisors
New York
$39K +$3.01K +102 +8%
AWA
185
Arkadios Wealth Advisors
Georgia
$37K +$6.15K +209 +20%
NFG
186
Next Financial Group
Texas
$36K +$28K +955 +351%
S
187
SignatureFD
Georgia
$35K -$6.1K -208 -15%
DOA
188
D'Orazio & Associates
Virginia
$33K – – –
EI
189
Ellevest Inc
New York
$31K -$4.55K -152 -13%
BFC
190
Bedel Financial Consulting
Indiana
$30K – – –
PA
191
Parallel Advisors
California
$26K -$1.04K -35 -4%
WBC
192
West Branch Capital
Massachusetts
$26K – – –
CI Investments Inc
193
CI Investments Inc
Ontario, Canada
$26K +$1.35K +46 +5%
GWS
194
Glassman Wealth Services
Virginia
$24K – – –
Mitsubishi UFJ Trust & Banking
195
Mitsubishi UFJ Trust & Banking
Japan
$22K – – –
FHA
196
First Horizon Advisors
Tennessee
$19K – – –
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$19K – – –
MAM
198
Meeder Asset Management
Ohio
$18K -$4.1K -140 -19%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$16K -$8.91K -303 -36%
AWM
200
AllSquare Wealth Management
New York
$16K – – –
6 7
8
9 10