JBGS

JBG SMITH
JBGS

Overview Fund Activity

246 hedge funds and large institutions have $3.6B invested in JBG SMITH in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 92 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
-8
Holders Change %
-3.15%
% of All Funds
5.06%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
37
Increased
79
Reduced
92
Closed
44
Calls
$26K
Puts
$169K
Net Calls
-$143K
Net Calls Change
-$266K

Top Buyers

1
AAMU
APG Asset Management US
New York
$190M
2
CIM
Centersquare Investment Management
Pennsylvania
$137M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$98.2M
4
Millennium Management
Millennium Management
New York
$7.02M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$363M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$346M
2
Vanguard Group
Vanguard Group
Pennsylvania
$527M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$128M
4
RC
Resolution Capital
Australia
$0
5
Charles Schwab
Charles Schwab
California
$34.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
201
Glassman Wealth Services
Virginia
$24K – – –
US Bancorp
202
US Bancorp
Minnesota
$23K -$10.4K -345 -31%
BBHC
203
Brown Brothers Harriman & Co
New York
$23K -$1.58K -54 -6%
LB
204
Legacy Bridge
Iowa
$22K – – –
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$20K – – –
Fidelity Investments
206
Fidelity Investments
Massachusetts
$18K -$15.2K -524 -46%
Bessemer Group
207
Bessemer Group
New Jersey
$17K +$3.54K +119 +26%
AWA
208
Arkadios Wealth Advisors
Georgia
$16.6K +$16.6K +568 New
AWM
209
AllSquare Wealth Management
New York
$16K – – –
PA
210
Parallel Advisors
California
$15K +$4.01K +142 +37%
CIA
211
CSat Investment Advisory
Michigan
$13K +$3.06K +102 +31%
TIM
212
Tortoise Investment Management
New York
$10K – – –
LC
213
Lindbrook Capital
California
$9K -$2.39K -79 -21%
S
214
SignatureFD
Georgia
$9K +$3.64K +123 +68%
CCM
215
Covington Capital Management
California
$8K – – –
EWM
216
Edge Wealth Management
New York
$7K – – –
HWA
217
Heritage Wealth Advisors
Virginia
$6.8K – – –
BCA
218
Berman Capital Advisors
Georgia
$6K +$5.84K +223 +3,717%
PCG
219
Private Capital Group
Connecticut
$4K – – –
WT
220
Whittier Trust
California
$3K -$8.8K -258 -75%
PA
221
Procyon Advisors
Connecticut
$3K +$725 +22 +32%
SWA
222
Sutton Wealth Advisors
Florida
$2.78K – – –
AIM
223
Anchor Investment Management
South Carolina
$2.51K – – –
Group One Trading
224
Group One Trading
Illinois
$2K -$22.9K -778 -92%
LWM
225
Lenox Wealth Management
Ohio
$2K -$820 -41 -29%
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