JBGS

JBG SMITH
JBGS

Overview Fund Activity

207 hedge funds and large institutions have $1.42B invested in JBG SMITH in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-2
Holders Change %
-0.96%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
43
Reduced
90
Closed
24
Calls
$705K
Puts
$341K
Net Calls
+$364K
Net Calls Change
+$895K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.9M
2
LIP
2
Lighthouse Investment Partners
Florida
$8.03M
3
Goldman Sachs
3
Goldman Sachs
New York
$11.7M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$3.44M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$2.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$108M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
State Street
3
State Street
Massachusetts
$89.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$237M
5
Citadel Advisors
5
Citadel Advisors
Florida
$172K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Allworth Financial
California
$3.82K – – –
FFA
177
Farther Finance Advisors
California
$3.66K -$2.45K -158 -40%
MRCM
178
M&R Capital Management
New Jersey
$3.25K +$16 +1 +0.5%
SWS
179
SYSTM Wealth Solutions
Illinois
$3.08K – – –
PB
180
Pinnacle Bancorp
Nebraska
$3.07K – – –
C
181
Covestor
United Kingdom
$3K -$13.5K -783 -82%
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$2.86K – – –
ME
183
McIlrath & Eck
Washington
$2.75K +$819 +51 +43%
PTC
184
Private Trust Company
Ohio
$2.65K -$1.64K -102 -38%
QL
185
Quarry LP
New York
$2.65K +$2.65K +165 New
RIL
186
Rothschild Investment LLC
Illinois
$2.57K +$161 +10 +7%
VWM
187
Venturi Wealth Management
Texas
$2.3K +$2.3K +143 New
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$2.23K – – –
MCM
189
Manchester Capital Management
Vermont
$2.12K – – –
BGAI
190
Bruce G. Allen Investments
Colorado
$1.94K – – –
OLVIG
191
Oliver Lagore Vanvalin Investment Group
Michigan
$1.88K – – –
BCWM
192
Bartlett & Co Wealth Management
Ohio
$1.85K – – –
BIA
193
Bell Investment Advisors
California
$1.67K – – –
SPIA
194
Steward Partners Investment Advisory
New York
$1.62K – – –
QC
195
Quent Capital
New York
$1.32K – – –
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$1.04K – – –
PFBT
197
Parkside Financial Bank & Trust
Missouri
$899 – – –
BTI
198
Blue Trust Inc
Georgia
$851 -$2.26K -141 -73%
GRP
199
Global Retirement Partners
California
$498 – – –
SIS
200
Sound Income Strategies
Florida
$433 – – –
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