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JBGS

JBG SMITH

243 hedge funds and large institutions have $3.65B invested in JBG SMITH in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

4% more funds holding

Funds holding: 233243 (+10)

8% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 77

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.6% less ownership

Funds ownership: 88.91%88.3% (-0.6%)

2% less capital invested

Capital invested by funds: $3.71B → $3.65B (-$56.1M)

100% less call options, than puts

Call options by funds: $3K | Put options by funds: $620K

Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
4.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
83
Reduced
77
Closed
20
Calls
$3K
Puts
$620K
Net Calls
-$617K
Net Calls Change
+$369K
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
201
Mitsubishi UFJ Trust & Banking
Japan
$24K -$57.1K -1,751 -70%
MAM
202
Meeder Asset Management
Ohio
$24K +$7.07K +217 +40%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$24K +$25.3K +776 New
FHA
204
First Horizon Advisors
Tennessee
$20K -$2.12K -65 -9%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$20K
AWM
206
AllSquare Wealth Management
New York
$17K
Bessemer Group
207
Bessemer Group
New Jersey
$13K -$163 -5 -1%
HR
208
Howe & Rusling
New York
$12K -$3.94K -121 -23%
TIM
209
Tortoise Investment Management
New York
$11K
WT
210
Whittier Trust
California
$11K
JWM
211
Janiczek Wealth Management
Colorado
$8K
NFG
212
Next Financial Group
Texas
$8K +$8.87K +272 New
EWM
213
Edge Wealth Management
New York
$7K
AIG
214
American International Group
New York
$6.19K -$133K -4,075 -2%
HWA
215
Heritage Wealth Advisors
Virginia
$4.73K -$13K -400 -73%
BC
216
Bartlett & Co
Ohio
$4K
PCG
217
Private Capital Group
Connecticut
$4K
QCG
218
Quadrant Capital Group
Ohio
$4K +$293 +9 +8%
BCWM
219
Bartlett & Co Wealth Management
Ohio
$3.62K
EVM
220
Eaton Vance Management
Massachusetts
$3K -$446K -13,681 -99%
CFGS
221
Concourse Financial Group Securities
Alabama
$3K
BCA
222
Berman Capital Advisors
Georgia
$3K +$424 +13 +10%
PFBT
223
Parkside Financial Bank & Trust
Missouri
$3K +$489 +15 +17%
SWA
224
Sutton Wealth Advisors
Florida
$2.87K
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$2.43K -$106K -3,246 -4%