JBGS

JBG SMITH
JBGS

Overview Fund Activity

216 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
Holders
216
Holders Change
-5
Holders Change %
-2.26%
% of All Funds
3.44%
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

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16.4M
2
UBS Group
2
UBS Group
Switzerland
$14.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$4.91M
4
Goldman Sachs
4
Goldman Sachs
New York
$11.2M
5
Millennium Management
5
Millennium Management
New York
$3.36M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
BlackRock
2
BlackRock
New York
$287M
3
Man Group
3
Man Group
United Kingdom
$4.73M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$237M
5
JC
5
JBF Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
176
EverSource Wealth Advisors
Alabama
$13.8K -$130 -9 -0.9%
C
177
Covestor
United Kingdom
$13K +$7.77K +516 +149%
GWS
178
Glassman Wealth Services
Virginia
$12.8K – – –
WBC
179
West Branch Capital
Massachusetts
$12.5K – – –
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
$11.7K +$11.7K +808 New
BBHC
181
Brown Brothers Harriman & Co
New York
$11.4K – – –
AWM
182
AllSquare Wealth Management
New York
$7.62K – – –
SSB
183
Sandy Spring Bank
Maryland
$7.23K – – –
AF
184
Allworth Financial
California
$6.62K -$14.9K -1,028 -69%
Bessemer Group
185
Bessemer Group
New Jersey
$6K – – –
SL
186
Salomon & Ludwin
Virginia
$5.78K +$5.78K +400 New
QL
187
Quarry LP
New York
$5.78K +$5.78K +400 New
LC
188
Lindbrook Capital
California
$5.48K -$37.4K -2,586 -87%
NSIM
189
North Star Investment Management
Illinois
$5.47K – – –
HIA
190
Harbor Investment Advisory
Maryland
$5.18K +$72 +5 +1%
TIM
191
Tortoise Investment Management
New York
$4.93K – – –
MRCM
192
M&R Capital Management
New Jersey
$4.34K +$1.45K +100 +50%
WT
193
Whittier Trust
California
$3.38K +$3.38K +234 New
PB
194
Pinnacle Bancorp
Nebraska
$2.76K – – –
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$2.57K – – –
PTC
196
Private Trust Company
Ohio
$2.39K – – –
BIA
197
Bell Investment Advisors
California
$2.33K -$1.88K -130 -45%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$2.01K -$231 -16 -10%
BC
199
Bartlett & Co
Ohio
$2K – – –
OLVIG
200
Oliver Lagore Vanvalin Investment Group
Michigan
$1.69K – – –
6 7
8
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