We are live on ! Find out more
JBGS

JBG SMITH

275 hedge funds and large institutions have $3.41B invested in JBG SMITH in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

4% more funds holding

Funds holding: 265275 (+10)

8% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 77

0.18% more ownership

Funds ownership: 85.5%85.68% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less capital invested

Capital invested by funds: $3.5B → $3.41B (-$94.3M)

53% less call options, than puts

Call options by funds: $351K | Put options by funds: $753K

Holders
275
Holders Change
+10
Holders Change %
+3.77%
% of All Funds
6.3%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
34
Increased
83
Reduced
77
Closed
22
Calls
$351K
Puts
$753K
Net Calls
-$402K
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
201
PineBridge Investments
New York
$62K +$60.7K +1,830 New
Royal Bank of Canada
202
Royal Bank of Canada
Ontario, Canada
$58K -$54.7K -1,650 -49%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$48K -$257K -7,754 -84%
US Bancorp
204
US Bancorp
Minnesota
$45K +$1.89K +57 +4%
AAM
205
Advisors Asset Management
Colorado
$40K -$1.49K -45 -4%
BC
206
Barnett & Company
Tennessee
$37K
DOA
207
D'Orazio & Associates
Virginia
$37K +$36.5K +1,100 New
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$33K +$1.99K +60 +7%
BCA
209
Bray Capital Advisors
Florida
$31K +$30.2K +910 New
IDBONY
210
Israel Discount Bank of New York
New York
$28K
GWS
211
Glassman Wealth Services
Virginia
$27K -$53.5K -1,614 -67%
BBHC
212
Brown Brothers Harriman & Co
New York
$26K
Victory Capital Management
213
Victory Capital Management
Texas
$25K
PFA
214
Pathway Financial Advisors
Vermont
$24K
PGA
215
Premia Global Advisors
Florida
$24K +$1.86K +56 +8%
EAM
216
Exane Asset Management
France
$22.6K
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$22K -$4.38K -132 -17%
AWM
218
AllSquare Wealth Management
New York
$18K
SSB
219
Sandy Spring Bank
Maryland
$17K
IIC
220
Integrated Investment Consultants
Michigan
$13K +$12.9K +389 New
Bessemer Group
221
Bessemer Group
New Jersey
$11K
TIM
222
Tortoise Investment Management
New York
$11K
WT
223
Whittier Trust
California
$11K
AIL
224
AGF Investments LLC
Ontario, Canada
$10K
FANJ
225
Financial Architects (New Jersey)
New Jersey
$10K +$4.34K +131 +74%