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JBGS

JBG SMITH

232 hedge funds and large institutions have $3.22B invested in JBG SMITH in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.03% less ownership

Funds ownership: 91.07%90.03% (-1%)

6% less funds holding

Funds holding: 247232 (-15)

11% less capital invested

Capital invested by funds: $3.6B → $3.22B (-$378M)

31% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 102

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

38% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 37

71% less call options, than puts

Call options by funds: $230K | Put options by funds: $794K

Holders
232
Holders Change
-15
Holders Change %
-6.07%
% of All Funds
4.68%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
23
Increased
70
Reduced
102
Closed
37
Calls
$230K
Puts
$794K
Net Calls
-$564K
Net Calls Change
-$421K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
201
Covington Capital Management
California
$7K
HWA
202
Heritage Wealth Advisors
Virginia
$6.15K
EWM
203
Edge Wealth Management
New York
$6K
FFA
204
Founders Financial Alliance
North Carolina
$5K +$5.28K +188 New
PCG
205
Private Capital Group
Connecticut
$4K
CFGS
206
Concourse Financial Group Securities
Alabama
$4K +$4.15K +148 New
ABC
207
Associated Banc-Corp
Wisconsin
$3K +$1.24K +44 +59%
MAM
208
Meeder Asset Management
Ohio
$3K +$1.77K +63 +175%
Millennium Management
209
Millennium Management
New York
$2.74K -$3.79M -135,069 -57%
SWA
210
Sutton Wealth Advisors
Florida
$2.43K -$84 -3 -3%
AIM
211
Anchor Investment Management
South Carolina
$2.27K
EI
212
Ellevest Inc
New York
$2K -$37.8K -1,345 -94%
CHA
213
Carmichael Hill & Associates
Maryland
$2K
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$2K +$2.92K +104 New
LC
215
Lindbrook Capital
California
$1K -$6.79K -242 -81%
BCA
216
Berman Capital Advisors
Georgia
$1K -$5.22K -186 -81%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$1K -$1.52K -54 -69%
AWM
218
Avior Wealth Management
Nebraska
$1K
CCA
219
Column Capital Advisors
Indiana
$1K
DSC
220
Duncker Streett & Co
Missouri
$1K
ST
221
Smithfield Trust
Pennsylvania
$1K
SIS
222
Sound Income Strategies
Florida
$1K
ZB
223
Zions Bancorporation
Utah
$1K
ASN
224
Advisory Services Network
Georgia
$1K +$1.29K +46 New
ED
225
Exane Derivatives
France
$53