JBGS

JBG SMITH
JBGS

Overview Fund Activity

209 hedge funds and large institutions have $1.66B invested in JBG SMITH in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-7
Holders Change %
-3.24%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
35
Reduced
110
Closed
33
Calls
$246K
Puts
$777K
Net Calls
-$531K
Net Calls Change
-$402K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$239M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$11.4M
3
Man Group
3
Man Group
United Kingdom
$5.45M
4
Citigroup
4
Citigroup
New York
$48.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$8.51M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$103M
2
BlackRock
2
BlackRock
New York
$309M
3
SP
3
Solel Partners
Massachusetts
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$260M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
176
Salomon & Ludwin
Virginia
$5.78K – – –
PTC
177
Private Trust Company
Ohio
$4.54K +$1.74K +102 +62%
AF
178
Allworth Financial
California
$4.05K -$3.74K -220 -48%
MRCM
179
M&R Capital Management
New Jersey
$3.43K -$1.66K -98 -33%
SWS
180
SYSTM Wealth Solutions
Illinois
$3.27K +$3.27K +192 New
PB
181
Pinnacle Bancorp
Nebraska
$3.25K – – –
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$3.03K – – –
BTI
183
Blue Trust Inc
Georgia
$3K +$3K +194 New
RIL
184
Rothschild Investment LLC
Illinois
$2.55K +$2.55K +150 New
ASN
185
Advisory Services Network
Georgia
$2.48K +$2.48K +146 New
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$2.36K – – –
MCM
187
Manchester Capital Management
Vermont
$2.25K -$24.6K -1,444 -92%
BGAI
188
Bruce G. Allen Investments
Colorado
$2.06K +$2.06K +121 New
ME
189
McIlrath & Eck
Washington
$2.04K +$2.04K +120 New
BC
190
Bartlett & Co
Ohio
$2K – – –
BCWM
191
Bartlett & Co Wealth Management
Ohio
$2K – – –
OLVIG
192
Oliver Lagore Vanvalin Investment Group
Michigan
$1.99K – – –
LC
193
Lindbrook Capital
California
$1.96K -$4.49K -264 -70%
BIA
194
Bell Investment Advisors
California
$1.77K -$970 -57 -35%
SPIA
195
Steward Partners Investment Advisory
New York
$1.72K – – –
QC
196
Quent Capital
New York
$1.4K – – –
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$1.11K – – –
PFBT
198
Parkside Financial Bank & Trust
Missouri
$953 -$289 -17 -23%
GRP
199
Global Retirement Partners
California
$526 – – –
SIS
200
Sound Income Strategies
Florida
$459 – – –
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