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JBGS

JBG SMITH

238 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

71% more call options, than puts

Call options by funds: $385K | Put options by funds: $225K

51% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 69

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2% less funds holding

Funds holding: 243238 (-5)

2.94% less ownership

Funds ownership: 88.3%85.36% (-2.9%)

9% less capital invested

Capital invested by funds: $3.65B → $3.33B (-$317M)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
238
Holders Change
-5
Holders Change %
-2.06%
% of All Funds
4.17%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
201
Fidelity Investments
Massachusetts
$16K -$9.35K -303 -36%
AWM
202
AllSquare Wealth Management
New York
$16K
Bessemer Group
203
Bessemer Group
New Jersey
$12K -$864 -28 -7%
TIM
204
Tortoise Investment Management
New York
$10K
JWM
205
Janiczek Wealth Management
Colorado
$8K +$648 +21 +8%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$8K +$7.25K +235 +427%
EWM
207
Edge Wealth Management
New York
$7K
HWA
208
Heritage Wealth Advisors
Virginia
$4.44K
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$4K -$20.3K -657 -85%
PCG
210
Private Capital Group
Connecticut
$4K
BCA
211
Berman Capital Advisors
Georgia
$4K +$123 +4 +3%
MA
212
MUFG Americas
New York
$4K +$4.04K +131 New
BCWM
213
Bartlett & Co Wealth Management
Ohio
$3.4K
WT
214
Whittier Trust
California
$3K -$7.96K -258 -75%
PFBT
215
Parkside Financial Bank & Trust
Missouri
$3K -$463 -15 -15%
BC
216
Bartlett & Co
Ohio
$3K
CFGS
217
Concourse Financial Group Securities
Alabama
$3K +$432 +14 +13%
BIA
218
Bell Investment Advisors
California
$3K +$2.96K +96 New
SWA
219
Sutton Wealth Advisors
Florida
$2.69K
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$2.19K -$99.3K -3,219 -4%
QCG
221
Quadrant Capital Group
Ohio
$2K -$1.94K -63 -50%
CHA
222
Carmichael Hill & Associates
Maryland
$2K
TWA
223
TCI Wealth Advisors
Arizona
$2K
FMP
224
Financial Management Professionals
Texas
$1K -$833 -27 -57%
CCA
225
Column Capital Advisors
Indiana
$1K