JBGS

JBG SMITH
JBGS

Overview Fund Activity

271 hedge funds and large institutions have $4.85B invested in JBG SMITH in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 119 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-12
Holders Change %
-4.24%
% of All Funds
5.9%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
26
Increased
119
Reduced
51
Closed
35
Calls
$164K
Puts
$396K
Net Calls
-$232K
Net Calls Change
+$320K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$478M
2
RC
2
Resolution Capital
Australia
$76.9M
3
ZP
3
Zimmer Partners
New York
$64.4M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$72.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$221M

Top Sellers

1
LPC
1
Long Pond Capital
New York
$29.8M
2
YU
2
Yale University
Connecticut
$80.4M
3
SC
3
Sessa Capital
New York
$49M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
5
IL
5
Investure LLC
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FL
201
Fort LP
Maryland
$122K +$72K +1,838 +144%
DOA
202
D'Orazio & Associates
Virginia
$94K -$99K – –
AG
203
Advisor Group
Arizona
$92K +$675 +17 +0.7%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$91K -$265K -6,767 -74%
US Bancorp
205
US Bancorp
Minnesota
$65K -$219K -5,553 -77%
PFC
206
Phocas Financial Corp
California
$61K +$61K +1,540 New
SPIA
207
Steward Partners Investment Advisory
New York
$54K +$54K +1,375 New
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$50.6K -$1.15M -29,142 -96%
BBHC
209
Brown Brothers Harriman & Co
New York
$41K – – –
NPP
210
New Potomac Partners
Maryland
$35K – – –
CIAS
211
Capital Investment Advisory Services
North Carolina
$33K -$13.6K -350 -29%
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$33K +$756 +19 +2%
GWS
213
Glassman Wealth Services
Virginia
$32K – – –
Simplex Trading
214
Simplex Trading
Illinois
$31K -$26.8K -687 -46%
Bessemer Group
215
Bessemer Group
New Jersey
$29K -$196 -5 -0.7%
LB
216
Legacy Bridge
Iowa
$29K – – –
QCG
217
Quadrant Capital Group
Ohio
$27K – – –
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$26K – – –
BCI
219
Brinker Capital Investments
Pennsylvania
$25K +$25K +630 New
PI
220
PineBridge Investments
New York
$22K – – –
AWM
221
AllSquare Wealth Management
New York
$21K – – –
SSB
222
Sandy Spring Bank
Maryland
$20K – – –
NCM
223
Next Capital Management
New York
$20K – – –
ASN
224
Advisory Services Network
Georgia
$15K +$13.5K +335 +905%
TIM
225
Tortoise Investment Management
New York
$13K – – –
7 8
9
10 11