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JBGS

JBG SMITH

210 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, 111 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $1.49B → $1.66B (+$170M)

2.66% more ownership

Funds ownership: 99.6%102.27% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 218210 (-8)

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

68% less call options, than puts

Call options by funds: $246K | Put options by funds: $777K

68% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 111

Holders
210
Holders Change
-8
Holders Change %
-3.67%
% 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
111
Closed
34
Calls
$246K
Puts
$777K
Net Calls
-$531K
Net Calls Change
-$402K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
176
Tortoise Investment Management
New York
$5.8K
SL
177
Salomon & Ludwin
Virginia
$5.78K
PTC
178
Private Trust Company
Ohio
$4.54K +$1.49K +102 +62%
AF
179
Allworth Financial
California
$4.05K -$3.2K -220 -48%
MRCM
180
M&R Capital Management
New Jersey
$3.43K -$1.43K -98 -33%
SWS
181
SYSTM Wealth Solutions
Illinois
$3.27K +$2.8K +192 New
PB
182
Pinnacle Bancorp
Nebraska
$3.25K
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$3.03K
BTI
184
Blue Trust Inc
Georgia
$3K +$2.83K +194 New
RIL
185
Rothschild Investment LLC
Illinois
$2.55K +$2.18K +150 New
ASN
186
Advisory Services Network
Georgia
$2.48K +$2.13K +146 New
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$2.36K
MCM
188
Manchester Capital Management
Vermont
$2.25K -$21K -1,444 -92%
BGAI
189
Bruce G. Allen Investments
Colorado
$2.06K +$1.76K +121 New
ME
190
McIlrath & Eck
Washington
$2.04K +$1.75K +120 New
BC
191
Bartlett & Co
Ohio
$2K
BCWM
192
Bartlett & Co Wealth Management
Ohio
$2K
OLVIG
193
Oliver Lagore Vanvalin Investment Group
Michigan
$1.99K
LC
194
Lindbrook Capital
California
$1.96K -$3.85K -264 -70%
BIA
195
Bell Investment Advisors
California
$1.77K -$830 -57 -35%
SPIA
196
Steward Partners Investment Advisory
New York
$1.72K
QC
197
Quent Capital
New York
$1.4K
FMII
198
Farmers & Merchants Investments Inc
Nebraska
$1.11K
PFBT
199
Parkside Financial Bank & Trust
Missouri
$953 -$248 -17 -23%
GRP
200
Global Retirement Partners
California
$526