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JBGS

JBG SMITH

233 hedge funds and large institutions have $1.99B invested in JBG SMITH in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

6.04% more ownership

Funds ownership: 87.69%93.73% (+6%)

4% more funds holding

Funds holding: 225233 (+8)

22% less capital invested

Capital invested by funds: $2.56B → $1.99B (-$569M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

51% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 108

Holders
233
Holders Change
+8
Holders Change %
+3.56%
% of All Funds
4.01%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
32
Increased
53
Reduced
108
Closed
22
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
201
Bessemer Group
New Jersey
$6K -$1.44K -63 -16%
TIM
202
Tortoise Investment Management
New York
$6K
HIA
203
Harbor Investment Advisory
Maryland
$6K +$92 +4 +1%
PB
204
Pinnacle Bancorp
Nebraska
$4K
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$4K
NSIM
206
North Star Investment Management
Illinois
$4K +$5.04K +220 New
CA
207
Crewe Advisors
Utah
$3K +$3.28K +143 New
HWA
208
Heritage Wealth Advisors
Virginia
$2.79K
BCWM
209
Bartlett & Co Wealth Management
Ohio
$2.14K
BC
210
Bartlett & Co
Ohio
$2K
CFGS
211
Concourse Financial Group Securities
Alabama
$2K
SPIA
212
Steward Partners Investment Advisory
New York
$2K
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$2K +$962 +42 +60%
SWA
214
Sutton Wealth Advisors
Florida
$1.69K
CHA
215
Carmichael Hill & Associates
Maryland
$1K
HI
216
Harbour Investments
Wisconsin
$1K
SIS
217
Sound Income Strategies
Florida
$1K
WTA
218
Washington Trust Advisors
Massachusetts
$1K +$115 +5 +9%
GRP
219
Global Retirement Partners
California
$1K +$573 +25 +52%
LC
220
Lindbrook Capital
California
$1K +$687 +30 New
EWA
221
EverSource Wealth Advisors
Alabama
$1K +$939 +41 New
AIM
222
Axiom Investment Management
New York
$1K +$1.01K +44 New
AF
223
Allworth Financial
California
$1K +$1.05K +46 New
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.15K +50 New
Simplex Trading
225
Simplex Trading
Illinois
$1K +$2.02K +88 New