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JBGS

JBG SMITH

233 hedge funds and large institutions have $3.25B invested in JBG SMITH in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 82 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $3.24B → $3.25B (+$3.24M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 82

0.06% less ownership

Funds ownership: 87.27%87.21% (-0.06%)

6% less funds holding

Funds holding: 248233 (-15)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

80% less call options, than puts

Call options by funds: $32K | Put options by funds: $157K

Holders
233
Holders Change
-15
Holders Change %
-6.05%
% of All Funds
3.68%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
30
Increased
82
Reduced
82
Closed
42
Calls
$32K
Puts
$157K
Net Calls
-$125K
Net Calls Change
-$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$8K -$24.4K -865 -75%
JWM
202
Janiczek Wealth Management
Colorado
$7K
IA
203
IFP Advisors
Florida
$6K +$4.45K +158 New
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$5K +$2.7K +96 +160%
PB
205
Pinnacle Bancorp
Nebraska
$5K +$4.39K +156 New
HWA
206
Heritage Wealth Advisors
Virginia
$4K
PCG
207
Private Capital Group
Connecticut
$4K
CFGS
208
Concourse Financial Group Securities
Alabama
$4K +$1.66K +59 +63%
LC
209
Lindbrook Capital
California
$4K +$3.21K +114 +518%
BCWM
210
Bartlett & Co Wealth Management
Ohio
$3.36K +$3.24K +115 New
SPIA
211
Steward Partners Investment Advisory
New York
$3K
WT
212
Whittier Trust
California
$3K
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.52K +54 +117%
BC
214
Bartlett & Co
Ohio
$3K +$3.24K +115 New
SWA
215
Sutton Wealth Advisors
Florida
$2.66K
PFBT
216
Parkside Financial Bank & Trust
Missouri
$2K -$225 -8 -9%
CHA
217
Carmichael Hill & Associates
Maryland
$2K
TWA
218
TCI Wealth Advisors
Arizona
$2K
WTA
219
Washington Trust Advisors
Massachusetts
$2K
T
220
TCWP
Ohio
$2K +$2.82K +100 New
Macquarie Group
221
Macquarie Group
Australia
$1.82K +$804K +28,538 +74%
QCG
222
Quadrant Capital Group
Ohio
$1K -$225 -8 -21%
C
223
Covestor
United Kingdom
$1K -$28 -1 -3%
FMP
224
Financial Management Professionals
Texas
$1K
SIS
225
Sound Income Strategies
Florida
$1K