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JBGS

JBG SMITH

218 hedge funds and large institutions have $1.49B invested in JBG SMITH in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 98.69%99.6% (+0.91%)

2% less funds holding

Funds holding: 223218 (-5)

10% less capital invested

Capital invested by funds: $1.65B → $1.49B (-$160M)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

35% less call options, than puts

Call options by funds: $240K | Put options by funds: $369K

47% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 96

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
218
Holders Change
-5
Holders Change %
-2.24%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
51
Reduced
96
Closed
30
Calls
$240K
Puts
$369K
Net Calls
-$129K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$21K
VCM
177
Versant Capital Management
Arizona
$14.4K
EWA
178
EverSource Wealth Advisors
Alabama
$13.8K -$139 -9 -0.9%
C
179
Covestor
United Kingdom
$13K +$7.99K +516 +149%
GWS
180
Glassman Wealth Services
Virginia
$12.8K
WBC
181
West Branch Capital
Massachusetts
$12.5K
Qube Research & Technologies (QRT)
182
Qube Research & Technologies (QRT)
United Kingdom
$11.7K +$12.5K +808 New
BBHC
183
Brown Brothers Harriman & Co
New York
$11.4K
AWM
184
AllSquare Wealth Management
New York
$7.62K
SSB
185
Sandy Spring Bank
Maryland
$7.23K
AF
186
Allworth Financial
California
$6.62K -$15.9K -1,028 -69%
Bessemer Group
187
Bessemer Group
New Jersey
$6K
QL
188
Quarry LP
New York
$5.78K +$6.19K +400 New
SL
189
Salomon & Ludwin
Virginia
$5.78K +$6.19K +400 New
LC
190
Lindbrook Capital
California
$5.48K -$40K -2,586 -87%
NSIM
191
North Star Investment Management
Illinois
$5.47K
HIA
192
Harbor Investment Advisory
Maryland
$5.18K +$77 +5 +1%
TIM
193
Tortoise Investment Management
New York
$4.93K
MRCM
194
M&R Capital Management
New Jersey
$4.34K +$1.55K +100 +50%
WT
195
Whittier Trust
California
$3.38K +$3.62K +234 New
PB
196
Pinnacle Bancorp
Nebraska
$2.76K
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$2.57K
PTC
198
Private Trust Company
Ohio
$2.39K
BIA
199
Bell Investment Advisors
California
$2.33K -$2.01K -130 -45%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$2.01K -$248 -16 -10%