JBGS

JBG SMITH
JBGS

Overview Fund Activity

236 hedge funds and large institutions have $3.33B invested in JBG SMITH in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 104 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-5
Holders Change %
-2.07%
% of All Funds
4.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
104
Reduced
69
Closed
23
Calls
$385K
Puts
$225K
Net Calls
+$160K
Net Calls Change
+$777K

Top Buyers

1
LPC
Long Pond Capital
New York
$96.7M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$60.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$37.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
$14.1M
5
Millennium Management
Millennium Management
New York
$11.9M

Top Sellers

1
AAMU
APG Asset Management US
New York
$49.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$29.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$160M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$235M
5
CIM
Centersquare Investment Management
Pennsylvania
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$12K -$840 -28 -7%
TIM
202
Tortoise Investment Management
New York
$10K – – –
JWM
203
Janiczek Wealth Management
Colorado
$8K +$625 +21 +8%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$8K +$6.48K +235 +427%
EWM
205
Edge Wealth Management
New York
$7K – – –
HWA
206
Heritage Wealth Advisors
Virginia
$4.44K – – –
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$4K -$22.1K -657 -85%
PCG
208
Private Capital Group
Connecticut
$4K – – –
BCA
209
Berman Capital Advisors
Georgia
$4K +$113 +4 +3%
MA
210
MUFG Americas
New York
$4K +$4K +131 New
BCWM
211
Bartlett & Co Wealth Management
Ohio
$3.41K – – –
WT
212
Whittier Trust
California
$3K -$8.8K -258 -75%
PFBT
213
Parkside Financial Bank & Trust
Missouri
$3K -$517 -15 -15%
BC
214
Bartlett & Co
Ohio
$3K – – –
CFGS
215
Concourse Financial Group Securities
Alabama
$3K +$356 +14 +13%
BIA
216
Bell Investment Advisors
California
$3K +$3K +96 New
SWA
217
Sutton Wealth Advisors
Florida
$2.7K – – –
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$2.19K -$95 -3,219 -4%
QCG
219
Quadrant Capital Group
Ohio
$2K -$1.97K -63 -50%
TWA
220
TCI Wealth Advisors
Arizona
$2K – – –
CHA
221
Carmichael Hill & Associates
Maryland
$2K – – –
FMP
222
Financial Management Professionals
Texas
$1K -$1.35K -27 -57%
LC
223
Lindbrook Capital
California
$1K – – –
HI
224
Harbour Investments
Wisconsin
$1K – – –
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$1K – – –
7 8
9
10 11