JBGS

JBG SMITH
JBGS

Overview Fund Activity

231 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, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
–
Holders Change %
0%
% of All Funds
4.07%
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
84
Closed
26
Calls
$22K
Puts
$1.01M
Net Calls
-$986K
Net Calls Change
+$512K

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$36.8M
2
BlackRock
2
BlackRock
New York
$436M
3
SCGM
3
Starwood Capital Group Management
Florida
$25.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$161M
5
Invesco
5
Invesco
Georgia
$101M

Top Sellers

1
LPC
1
Long Pond Capital
New York
$53.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$123M
3
American Century Companies
3
American Century Companies
Missouri
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$38.3M
5
UM
5
Ulysses Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
201
Edge Wealth Management
New York
$7K – – –
AIG
202
American International Group
New York
$6.37K -$14 -446 -0.2%
BC
203
Bartlett & Co
Ohio
$4K – – –
PCG
204
Private Capital Group
Connecticut
$4K – – –
QCG
205
Quadrant Capital Group
Ohio
$4K +$3.59K +106 +883%
BCWM
206
Bartlett & Co Wealth Management
Ohio
$3.66K – – –
CFGS
207
Concourse Financial Group Securities
Alabama
$3K -$1.27K -44 -30%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$3K +$517 +15 +21%
BCA
209
Berman Capital Advisors
Georgia
$3K +$1.26K +52 +72%
AWC
210
Abundance Wealth Counselors
Pennsylvania
$3K +$3K +100 New
SWA
211
Sutton Wealth Advisors
Florida
$2.89K – – –
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$2.56K -$113 -3,566 -4%
CHA
213
Carmichael Hill & Associates
Maryland
$2K – – –
TWA
214
TCI Wealth Advisors
Arizona
$2K +$2K +77 New
ZB
215
Zions Bancorporation
Utah
$1K – – –
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$1K – – –
CCA
217
Column Capital Advisors
Indiana
$1K – – –
AWM
218
Avior Wealth Management
Nebraska
$1K – – –
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +18 New
LC
220
Lindbrook Capital
California
$1K +$463 +19 +86%
MWP
221
Meridian Wealth Partners
Pennsylvania
$1K +$1K +25 New
HI
222
Harbour Investments
Wisconsin
$1K +$1K +37 New
SIS
223
Sound Income Strategies
Florida
$858 – – –
ED
224
Exane Derivatives
France
$64 – – –
BBHC
225
Brown Brothers Harriman & Co
New York
$25 – – –
6 7 8
9
10