JBGS

JBG SMITH
JBGS

Overview Fund Activity

246 hedge funds and large institutions have $3.24B invested in JBG SMITH in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+10
Holders Change %
+4.24%
% of All Funds
3.8%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
40
Increased
74
Reduced
95
Closed
28
Calls
$181K
Puts
–
Net Calls
+$181K
Net Calls Change
+$21K

Top Buyers

1
LPC
Long Pond Capital
New York
$171M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$198M
3
BlackRock
BlackRock
New York
$403M
4
State Street
State Street
Massachusetts
$166M
5
JC
JBF Capital
Colorado
$7.84M

Top Sellers

1
Invesco
Invesco
Georgia
$37.7M
2
BAMCO Inc
BAMCO Inc
New York
$10.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24.9M
5
Millennium Management
Millennium Management
New York
$839K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$17K -$1.39K -48 -8%
Fidelity Investments
202
Fidelity Investments
Massachusetts
$16K -$89 -3 -0.6%
AWM
203
AllSquare Wealth Management
New York
$15K – – –
SSB
204
Sandy Spring Bank
Maryland
$14K -$137K -4,907 -91%
EVM
205
Eaton Vance Management
Massachusetts
$12K +$10.3K +364 +617%
Bessemer Group
206
Bessemer Group
New Jersey
$11K – – –
CWS
207
Confluence Wealth Services
Pennsylvania
$11K +$11K +394 New
TIM
208
Tortoise Investment Management
New York
$10K – – –
HIA
209
Harbor Investment Advisory
Maryland
$10K +$10K +331 New
HNB
210
Huntington National Bank
Ohio
$10K +$10K +362 New
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$8K +$55 +2 +0.7%
JWM
212
Janiczek Wealth Management
Colorado
$7K -$593 -21 -8%
EWM
213
Edge Wealth Management
New York
$7K – – –
SCA
214
Snowden Capital Advisors
New York
$5K +$5K +177 New
HWA
215
Heritage Wealth Advisors
Virginia
$4K – – –
PCG
216
Private Capital Group
Connecticut
$4K – – –
BIA
217
Bell Investment Advisors
California
$4K +$1.44K +54 +56%
Manulife (Manufacturers Life Insurance)
218
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.72K -$134 -4,669 -3%
SPIA
219
Steward Partners Investment Advisory
New York
$3K -$69.1K -2,325 -96%
CFGS
220
Concourse Financial Group Securities
Alabama
$3K -$766 -24 -20%
WT
221
Whittier Trust
California
$3K – – –
PFBT
222
Parkside Financial Bank & Trust
Missouri
$3K +$67 +2 +2%
CA
223
Cornerstone Advisory
Maryland
$3K +$3K +100 New
Point72 Asset Management
224
Point72 Asset Management
Connecticut
$3K +$3K +100 New
VRS
225
Virginia Retirement Systems
Virginia
$2.96K -$571 -19,900 -16%
7 8
9
10 11