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JBGS

JBG SMITH

233 hedge funds and large institutions have $3.71B invested in JBG SMITH in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

0% more funds holding

Funds holding: 233233 (0)

0% less capital invested

Capital invested by funds: $3.71B → $3.71B (-$4.57M)

0.82% less ownership

Funds ownership: 89.73%88.91% (-0.82%)

9% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

98% less call options, than puts

Call options by funds: $22K | Put options by funds: $1.01M

Holders
233
Holders Change
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
29
Increased
77
Reduced
85
Closed
26
Calls
$22K
Puts
$1.01M
Net Calls
-$986K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Arkadios Wealth Advisors
Georgia
$9K +$4.34K +137 +86%
JWM
202
Janiczek Wealth Management
Colorado
$8K
EWM
203
Edge Wealth Management
New York
$7K
AIG
204
American International Group
New York
$6.37K -$14.1K -446 -0.2%
BC
205
Bartlett & Co
Ohio
$4K
PCG
206
Private Capital Group
Connecticut
$4K
QCG
207
Quadrant Capital Group
Ohio
$4K +$3.36K +106 +883%
BCWM
208
Bartlett & Co Wealth Management
Ohio
$3.66K
CFGS
209
Concourse Financial Group Securities
Alabama
$3K -$1.39K -44 -30%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$3K +$475 +15 +21%
BCA
211
Berman Capital Advisors
Georgia
$3K +$1.65K +52 +72%
AWC
212
Abundance Wealth Counselors
Pennsylvania
$3K +$3.17K +100 New
SWA
213
Sutton Wealth Advisors
Florida
$2.89K
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$2.56K -$113K -3,566 -4%
CHA
215
Carmichael Hill & Associates
Maryland
$2K
TWA
216
TCI Wealth Advisors
Arizona
$2K +$2.44K +77 New
AWM
217
Avior Wealth Management
Nebraska
$1K
CCA
218
Column Capital Advisors
Indiana
$1K
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$1K
ZB
220
Zions Bancorporation
Utah
$1K
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$1K +$570 +18 New
LC
222
Lindbrook Capital
California
$1K +$602 +19 +86%
MWP
223
Meridian Wealth Partners
Pennsylvania
$1K +$792 +25 New
HI
224
Harbour Investments
Wisconsin
$1K +$1.17K +37 New
SIS
225
Sound Income Strategies
Florida
$858

JBGS Hedge Fund Activity: Q1 2021 in Review

233 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q1 2021, worth a combined $3.71B — down 0.12% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new JBGS positions and 26 closed out — a net gain of 3 holders — while 77 added to existing stakes and 85 trimmed.

The largest buyer was Nuveen, adding an estimated $24.3M. The largest seller was Long Pond Capital, cutting an estimated $38.5M.

  • 233 institutional investors held JBG SMITH (JBGS) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $3.71B of JBG SMITH stock for Q1 2021, down 0.12% quarter-over-quarter.
  • 29 funds opened new JBG SMITH positions in Q1 2021 and 26 closed out, a net change of +3 holders.
  • The largest JBG SMITH buyer in Q1 2021 was Nuveen, an estimated $24.3M added.
  • The largest JBG SMITH seller in Q1 2021 was Long Pond Capital, an estimated $38.5M sold.

Based on aggregated 13F filings for Q1 2021.