JBGS

JBG SMITH
JBGS

Overview Fund Activity

265 hedge funds and large institutions have $3.5B invested in JBG SMITH in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 81 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-3
Holders Change %
-1.12%
% of All Funds
6.02%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
53
Increased
73
Reduced
81
Closed
55
Calls
–
Puts
$1.94M
Net Calls
-$1.94M
Net Calls Change
-$884K

Top Buyers

1
LPC
Long Pond Capital
New York
$116M
2
Norges Bank
Norges Bank
Norway
$205M
3
TSW
Thompson Siegel & Walmsley
Virginia
$51.6M
4
VCM
V3 Capital Management
Texas
$69M
5
AAMU
APG Asset Management US
New York
$134M

Top Sellers

1
KAS
Kemnay Advisory Services
New York
$0
2
Deutsche Bank
Deutsche Bank
Germany
$36.9M
3
ECP
Empyrean Capital Partners
California
$0
4
Morgan Stanley
Morgan Stanley
New York
$123M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
201
Evercore Wealth Management
New York
$27K – – –
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$27K +$4.55K +132 +20%
Victory Capital Management
203
Victory Capital Management
Texas
$26K – – –
PFA
204
Pathway Financial Advisors
Vermont
$24K +$24K +702 New
EAM
205
Exane Asset Management
France
$23.3K – – –
PGA
206
Premia Global Advisors
Florida
$23K +$23K +677 New
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$21K -$4.63K -129 -18%
MA
208
MUFG Americas
New York
$19K +$19K +547 New
AWM
209
AllSquare Wealth Management
New York
$18K – – –
SSB
210
Sandy Spring Bank
Maryland
$17K – – –
Envestnet Asset Management
211
Envestnet Asset Management
Illinois
$14K -$10.3K -285 -42%
FFW
212
Fusion Family Wealth
New York
$13K +$13K +375 New
WT
213
Whittier Trust
California
$12K – – –
TIM
214
Tortoise Investment Management
New York
$12K +$12K +341 New
HNB
215
Huntington National Bank
Ohio
$11K +$11K +329 New
Bessemer Group
216
Bessemer Group
New Jersey
$11K +$11K +337 New
AIL
217
AGF Investments LLC
Ontario, Canada
$9K – – –
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$9K +$9K +250 New
EWM
219
Edge Wealth Management
New York
$8K – – –
FGC
220
Financial Gravity Companies
Texas
$8K +$8K +241 New
AIM
221
Anchor Investment Management
South Carolina
$7.68K – – –
VFA
222
Virtus Fund Advisers
Connecticut
$6K – – –
FANJ
223
Financial Architects (New Jersey)
New Jersey
$6K – – –
WCM
224
Whitener Capital Management
North Carolina
$6K +$6K +175 New
CCM
225
Cribstone Capital Management
Maine
$5K – – –
7 8
9
10 11