JBGS

JBG SMITH
JBGS

Overview Fund Activity

221 hedge funds and large institutions have $1.65B invested in JBG SMITH in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-14
Holders Change %
-5.96%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
87
Reduced
63
Closed
46
Calls
$373K
Puts
$472K
Net Calls
-$99K
Net Calls Change
-$235K

Top Buyers

1
BlackRock
BlackRock
New York
$320M
2
Citigroup
Citigroup
New York
$38.8M
3
SP
Solel Partners
Massachusetts
$19.6M
4
Man Group
Man Group
United Kingdom
$12.4M
5
Morgan Stanley
Morgan Stanley
New York
$109M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.94M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$32.3M
3
Deutsche Bank
Deutsche Bank
Germany
$1.47M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
SC
Sessa Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$39.7K -$38.9K -2,584 -49%
SOW
177
State of Wyoming
Wyoming
$37.7K -$27.1K -1,799 -42%
EBA
178
Eagle Bay Advisors
New York
$37K -$9.16K -609 -20%
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$27.5K -$19.1K -1,269 -41%
MCM
180
Manchester Capital Management
Vermont
$24.1K +$22.4K +1,487 +1,271%
AF
181
Allworth Financial
California
$22.4K +$20.3K +1,350 +993%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$22K -$14.3K -930 -39%
Mitsubishi UFJ Trust & Banking
183
Mitsubishi UFJ Trust & Banking
Japan
$21.9K +$1.85K +123 +9%
PI
184
PEAK6 Investments
Illinois
$17.6K +$17.6K +1,172 New
VCM
185
Versant Capital Management
Arizona
$15K – – –
EWA
186
EverSource Wealth Advisors
Alabama
$14.5K – – –
GWS
187
Glassman Wealth Services
Virginia
$13.3K – – –
WBC
188
West Branch Capital
Massachusetts
$13K – – –
BBHC
189
Brown Brothers Harriman & Co
New York
$11.8K – – –
SSB
190
Sandy Spring Bank
Maryland
$7.52K – – –
AWM
191
AllSquare Wealth Management
New York
$7.47K – – –
Bessemer Group
192
Bessemer Group
New Jersey
$6K +$1.24K +88 +26%
NSIM
193
North Star Investment Management
Illinois
$5.69K – – –
HIA
194
Harbor Investment Advisory
Maryland
$5.31K +$75 +5 +1%
TIM
195
Tortoise Investment Management
New York
$5.13K – – –
C
196
Covestor
United Kingdom
$5K +$4.74K +329 +1,828%
BIA
197
Bell Investment Advisors
California
$4.38K +$1.08K +72 +33%
MRCM
198
M&R Capital Management
New Jersey
$3.01K – – –
PB
199
Pinnacle Bancorp
Nebraska
$2.87K – – –
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$2.68K -$587 -39 -18%
6 7
8
9 10