JBGS

JBG SMITH
JBGS

Overview Fund Activity

231 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
Holders
231
Holders Change
+8
Holders Change %
+3.59%
% of All Funds
3.99%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.5M
2
Deutsche Bank
2
Deutsche Bank
Germany
$22.1M
3
PMG
3
Private Management Group
California
$16.6M
4
Wells Fargo
4
Wells Fargo
California
$26.1M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$6.63M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2M
2
VCM
2
V3 Capital Management
Texas
$14.8M
3
BlackRock
3
BlackRock
New York
$216M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$304M
5
Norges Bank
5
Norges Bank
Norway
$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
201
Harbor Investment Advisory
Maryland
$6K +$71 +4 +1%
PB
202
Pinnacle Bancorp
Nebraska
$4K – – –
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$4K – – –
NSIM
204
North Star Investment Management
Illinois
$4K +$4K +220 New
CA
205
Crewe Advisors
Utah
$3K +$3K +143 New
HWA
206
Heritage Wealth Advisors
Virginia
$2.79K – – –
BCWM
207
Bartlett & Co Wealth Management
Ohio
$2.14K – – –
BC
208
Bartlett & Co
Ohio
$2K – – –
SPIA
209
Steward Partners Investment Advisory
New York
$2K – – –
CFGS
210
Concourse Financial Group Securities
Alabama
$2K – – –
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$2K +$750 +42 +60%
SWA
212
Sutton Wealth Advisors
Florida
$1.69K – – –
CHA
213
Carmichael Hill & Associates
Maryland
$1K – – –
HI
214
Harbour Investments
Wisconsin
$1K – – –
SIS
215
Sound Income Strategies
Florida
$1K – – –
WTA
216
Washington Trust Advisors
Massachusetts
$1K +$79 +5 +9%
GRP
217
Global Retirement Partners
California
$1K +$342 +25 +52%
LC
218
Lindbrook Capital
California
$1K +$1K +30 New
EWA
219
EverSource Wealth Advisors
Alabama
$1K +$1K +41 New
AIM
220
Axiom Investment Management
New York
$1K +$1K +44 New
AF
221
Allworth Financial
California
$1K +$1K +46 New
FMII
222
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +50 New
Simplex Trading
223
Simplex Trading
Illinois
$1K +$1K +88 New
ACM
224
Absolute Capital Management
Pennsylvania
$315 +$315 +17 New
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$237 -$252 -11,630 -52%
6 7 8
9
10