JBGS

JBG SMITH
JBGS

Overview Fund Activity

235 hedge funds and large institutions have $1.76B invested in JBG SMITH in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
3.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
39
Increased
96
Reduced
62
Closed
41
Calls
$437K
Puts
$301K
Net Calls
+$136K
Net Calls Change
+$556K

Top Buyers

1
BlackRock
BlackRock
New York
$278M
2
Deutsche Bank
Deutsche Bank
Germany
$44.5M
3
Morgan Stanley
Morgan Stanley
New York
$97M
4
Vanguard Group
Vanguard Group
Pennsylvania
$258M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$104M

Top Sellers

1
SCGM
Starwood Capital Group Management
Florida
$0
2
SC
Sessa Capital
New York
$15.1M
3
WCP
Waterfront Capital Partners
New York
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$251K
5
Invesco
Invesco
Georgia
$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
Spire Wealth Management
Virginia
$56.6K +$36.3K +2,412 +179%
Allspring Global Investments
177
Allspring Global Investments
North Carolina
$46.6K -$28.9K -1,920 -38%
EBA
178
Eagle Bay Advisors
New York
$46.3K -$7.8K -518 -14%
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$46K -$181 -12 -0.4%
BAM
180
Byrne Asset Management
New Jersey
$45K – – –
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$36K +$16K +1,048 +80%
PA
182
Parallel Advisors
California
$34.2K -$964 -64 -3%
EI
183
Ellevest Inc
New York
$33.5K +$21.8K +1,450 +187%
MIM
184
MetLife Investment Management
New Jersey
$33.3K -$908K -60,278 -96%
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$27.3K +$24.3K +1,613 +802%
Group One Trading
186
Group One Trading
Illinois
$26.8K +$26.8K +1,778 New
LC
187
Lindbrook Capital
California
$24.2K +$19.3K +1,283 +395%
BAM
188
Belpointe Asset Management
Nevada
$22.5K +$19.5K +1,297 +649%
Mitsubishi UFJ Trust & Banking
189
Mitsubishi UFJ Trust & Banking
Japan
$20.1K – – –
VCM
190
Versant Capital Management
Arizona
$15K +$14.7K +979 +4,895%
EWA
191
EverSource Wealth Advisors
Alabama
$14.5K +$13.9K +925 +2,256%
GWS
192
Glassman Wealth Services
Virginia
$13.3K +$1.01K +67 +8%
RTC
193
Riverview Trust Company
Washington
$13.1K +$13.1K +871 New
WBC
194
West Branch Capital
Massachusetts
$13K – – –
BBHC
195
Brown Brothers Harriman & Co
New York
$11.8K – – –
AWM
196
AllSquare Wealth Management
New York
$7.94K – – –
SSB
197
Sandy Spring Bank
Maryland
$7.53K – – –
NSIM
198
North Star Investment Management
Illinois
$5.69K +$2.38K +158 +72%
QL
199
Quarry LP
New York
$5.35K +$5.35K +355 New
HIA
200
Harbor Investment Advisory
Maryland
$5.24K +$60 +4 +1%
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