JBGS

JBG SMITH
JBGS

Overview Fund Activity

231 hedge funds and large institutions have $3.71B invested in JBG SMITH in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
–
Holders Change %
0%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
65
Reduced
94
Closed
30
Calls
$25K
Puts
$1.52M
Net Calls
-$1.5M
Net Calls Change
-$934K

Top Buyers

1
Invesco
Invesco
Georgia
$87.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$156M
3
Morgan Stanley
Morgan Stanley
New York
$47.8M
4
TSW
Thompson Siegel & Walmsley
Virginia
$71.9M
5
BlackRock
BlackRock
New York
$408M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$271M
2
LPC
Long Pond Capital
New York
$90.2M
3
Federated Hermes
Federated Hermes
Pennsylvania
$28.6M
4
CIM
Centersquare Investment Management
Pennsylvania
$142M
5
VCM
V3 Capital Management
Texas
$99.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
201
Concourse Financial Group Securities
Alabama
$5K – – –
MAM
202
Meeder Asset Management
Ohio
$5K +$1.96K +64 +65%
EA
203
Elm Advisors
California
$5K +$5K +157 New
PCG
204
Private Capital Group
Connecticut
$4K – – –
BC
205
Bartlett & Co
Ohio
$4K +$4K +115 New
BCWM
206
Bartlett & Co Wealth Management
Ohio
$3.62K +$3.62K +115 New
SWA
207
Sutton Wealth Advisors
Florida
$2.85K – – –
PFBT
208
Parkside Financial Bank & Trust
Missouri
$2K -$33.4K -1,202 -94%
CHA
209
Carmichael Hill & Associates
Maryland
$2K – – –
BCA
210
Berman Capital Advisors
Georgia
$2K +$806 +29 +67%
VCG
211
Vantage Consulting Group
Virginia
$2K +$2K +59 New
LC
212
Lindbrook Capital
California
$1K -$1.55K -34 -61%
CCA
213
Column Capital Advisors
Indiana
$1K – – –
ZB
214
Zions Bancorporation
Utah
$1K – – –
AWM
215
Avior Wealth Management
Nebraska
$1K – – –
ST
216
Smithfield Trust
Pennsylvania
$1K – – –
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$1K – – –
SIS
218
Sound Income Strategies
Florida
$1K – – –
ONST
219
Old North State Trust
North Carolina
$1K +$1K +19 New
RPWA
220
Regent Peak Wealth Advisors
Georgia
$1K +$1K +27 New
EFSCE
221
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$737 +28 +280%
HGWM
222
Harvest Group Wealth Management
Massachusetts
$1K +$1K +41 New
CCA
223
Childress Capital Advisors
Texas
$1K +$1K +55 New
ED
224
Exane Derivatives
France
$63 – – –
TI
225
tru Independence
Oregon
$1 +$1 +27 New
7 8
9
10 11