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JBGS

JBG SMITH

225 hedge funds and large institutions have $2.56B invested in JBG SMITH in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 101 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0.48% more ownership

Funds ownership: 87.21%87.69% (+0.48%)

3% less funds holding

Funds holding: 233225 (-8)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

21% less capital invested

Capital invested by funds: $3.25B → $2.56B (-$686M)

33% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 101

98% less call options, than puts

Call options by funds: $38K | Put options by funds: $1.81M

Holders
225
Holders Change
-8
Holders Change %
-3.43%
% of All Funds
3.79%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
21
Increased
68
Reduced
101
Closed
24
Calls
$38K
Puts
$1.81M
Net Calls
-$1.77M
Net Calls Change
-$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
201
Pinnacle Bancorp
Nebraska
$5K +$905 +35 +22%
HWA
202
Heritage Wealth Advisors
Virginia
$4K
BIA
203
Bell Investment Advisors
California
$4K +$4.01K +155 New
CFGS
204
Concourse Financial Group Securities
Alabama
$3K -$776 -30 -20%
BC
205
Bartlett & Co
Ohio
$3K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$3K +$517 +20 +20%
AAP
207
Arax Advisory Partners
Colorado
$3K +$3.21K +124 New
BCWM
208
Bartlett & Co Wealth Management
Ohio
$2.72K
SWA
209
Sutton Wealth Advisors
Florida
$2.15K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$2K -$2.23K -86 -55%
CHA
211
Carmichael Hill & Associates
Maryland
$2K
SPIA
212
Steward Partners Investment Advisory
New York
$2K
PFBT
213
Parkside Financial Bank & Trust
Missouri
$1K -$854 -33 -41%
C
214
Covestor
United Kingdom
$1K -$78 -3 -10%
SIS
215
Sound Income Strategies
Florida
$1K
WTA
216
Washington Trust Advisors
Massachusetts
$1K
ZB
217
Zions Bancorporation
Utah
$1K
HI
218
Harbour Investments
Wisconsin
$1K +$957 +37 New
GRP
219
Global Retirement Partners
California
$1K +$1.24K +48 New
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$602 +$213K +8,249 +58%
ED
221
Exane Derivatives
France
$47
Voloridge Investment Management
222
Voloridge Investment Management
Florida
-$7.02M -240,237 Closed
TAM
223
Third Avenue Management
New York
-$6.99M -239,262 Closed
MF
224
Magnetar Financial
Illinois
-$3.85M -131,625 Closed
Holocene Advisors
225
Holocene Advisors
New York
-$1.2M -40,940 Closed