JBGS

JBG SMITH
JBGS

Overview Fund Activity

235 hedge funds and large institutions have $1.76B invested in JBG SMITH in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
3.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
39
Increased
96
Reduced
62
Closed
41
Calls
$437K
Puts
$301K
Net Calls
+$136K
Net Calls Change
+$556K

Top Buyers

1
BlackRock
BlackRock
New York
$278M
2
Deutsche Bank
Deutsche Bank
Germany
$44.5M
3
Morgan Stanley
Morgan Stanley
New York
$97M
4
Vanguard Group
Vanguard Group
Pennsylvania
$258M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$104M

Top Sellers

1
SCGM
Starwood Capital Group Management
Florida
$0
2
SC
Sessa Capital
New York
$15.1M
3
WCP
Waterfront Capital Partners
New York
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$251K
5
Invesco
Invesco
Georgia
$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
201
Tortoise Investment Management
New York
$5.14K – – –
Bessemer Group
202
Bessemer Group
New Jersey
$5K – – –
PTC
203
Private Trust Company
Ohio
$3.72K +$3.72K +247 New
CFO
204
CVA Family Office
Colorado
$3.61K +$3.61K +240 New
BIA
205
Bell Investment Advisors
California
$3.3K +$1.7K +113 +107%
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$3.27K +$3.27K +217 New
MRCM
207
M&R Capital Management
New Jersey
$3.01K – – –
PB
208
Pinnacle Bancorp
Nebraska
$2.88K – – –
AF
209
Allworth Financial
California
$2.05K +$2.05K +136 New
BC
210
Bartlett & Co
Ohio
$2K – – –
BAAM
211
Baker Avenue Asset Management
California
$1.9K +$1.04K +69 +121%
AAS
212
Ameritas Advisory Services
Nebraska
$1.79K +$1.79K +119 New
MCM
213
Manchester Capital Management
Vermont
$1.76K +$1.76K +117 New
OLVIG
214
Oliver Lagore Vanvalin Investment Group
Michigan
$1.76K +$1.76K +117 New
BCWM
215
Bartlett & Co Wealth Management
Ohio
$1.73K – – –
IA
216
IFP Advisors
Florida
$1.72K -$2.56K -70 -60%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$1.63K +$1.59K +105 +3,500%
CFGS
218
Concourse Financial Group Securities
Alabama
$1.55K -$301 -20 -16%
SPIA
219
Steward Partners Investment Advisory
New York
$1.52K – – –
PWMG
220
Prestige Wealth Management Group
New Jersey
$1.13K -$2.64K -175 -70%
PFBT
221
Parkside Financial Bank & Trust
Missouri
$1.1K +$287 +19 +35%
WTA
222
Washington Trust Advisors
Massachusetts
$949 – – –
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$753 – – –
BCM
224
Blume Capital Management
California
$587 +$587 +39 New
HI
225
Harbour Investments
Wisconsin
$557 – – –
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9
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