JBGS

JBG SMITH
JBGS

Overview Fund Activity

231 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
Holders
231
Holders Change
-15
Holders Change %
-6.1%
% of All Funds
3.66%
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

Top Buyers

1
LPC
1
Long Pond Capital
New York
$242M
2
State Street
2
State Street
Massachusetts
$188M
3
Wells Fargo
3
Wells Fargo
California
$20.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$13M
5
ACB
5
Aristotle Capital Boston
Massachusetts
$23.7M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$142M
2
BlackRock
2
BlackRock
New York
$383M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$175M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$7.35M
5
BAMCO Inc
5
BAMCO Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$6K +$6K +158 New
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$5K +$3.08K +96 +160%
PB
203
Pinnacle Bancorp
Nebraska
$5K +$5K +156 New
PCG
204
Private Capital Group
Connecticut
$4K – – –
HWA
205
Heritage Wealth Advisors
Virginia
$4K – – –
CFGS
206
Concourse Financial Group Securities
Alabama
$4K +$1.54K +59 +63%
LC
207
Lindbrook Capital
California
$4K +$3.35K +114 +518%
BCWM
208
Bartlett & Co Wealth Management
Ohio
$3.36K +$3.36K +115 New
WT
209
Whittier Trust
California
$3K – – –
SPIA
210
Steward Partners Investment Advisory
New York
$3K – – –
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.62K +54 +117%
BC
212
Bartlett & Co
Ohio
$3K +$3K +115 New
SWA
213
Sutton Wealth Advisors
Florida
$2.66K – – –
PFBT
214
Parkside Financial Bank & Trust
Missouri
$2K -$198 -8 -9%
TWA
215
TCI Wealth Advisors
Arizona
$2K – – –
WTA
216
Washington Trust Advisors
Massachusetts
$2K – – –
CHA
217
Carmichael Hill & Associates
Maryland
$2K – – –
T
218
TCWP
Ohio
$2K +$2K +100 New
Macquarie Group
219
Macquarie Group
Australia
$1.82K +$777 +28,538 +74%
QCG
220
Quadrant Capital Group
Ohio
$1K -$267 -8 -21%
C
221
Covestor
United Kingdom
$1K -$34 -1 -3%
FMP
222
Financial Management Professionals
Texas
$1K – – –
ZB
223
Zions Bancorporation
Utah
$1K – – –
SIS
224
Sound Income Strategies
Florida
$1K – – –
AF
225
Allworth Financial
California
$1K +$1K +40 New
7 8
9
10 11