JBGS

JBG SMITH
JBGS

Overview Fund Activity

221 hedge funds and large institutions have $1.65B invested in JBG SMITH in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-14
Holders Change %
-5.96%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
87
Reduced
63
Closed
46
Calls
$373K
Puts
$472K
Net Calls
-$99K
Net Calls Change
-$235K

Top Buyers

1
BlackRock
BlackRock
New York
$320M
2
Citigroup
Citigroup
New York
$38.8M
3
SP
Solel Partners
Massachusetts
$19.6M
4
Man Group
Man Group
United Kingdom
$12.4M
5
Morgan Stanley
Morgan Stanley
New York
$109M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.94M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$32.3M
3
Deutsche Bank
Deutsche Bank
Germany
$1.47M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
SC
Sessa Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
201
Private Trust Company
Ohio
$2.48K -$1.23K -82 -33%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$2.33K -$24.9K -1,659 -91%
Simplex Trading
203
Simplex Trading
Illinois
$2K -$198K -15,877 -99%
BC
204
Bartlett & Co
Ohio
$2K – – –
OLVIG
205
Oliver Lagore Vanvalin Investment Group
Michigan
$1.76K – – –
BCWM
206
Bartlett & Co Wealth Management
Ohio
$1.73K – – –
CFGS
207
Concourse Financial Group Securities
Alabama
$1.55K – – –
SPIA
208
Steward Partners Investment Advisory
New York
$1.52K – – –
QC
209
Quent Capital
New York
$1.23K +$1.23K +82 New
PFBT
210
Parkside Financial Bank & Trust
Missouri
$1.1K – – –
BAAM
211
Baker Avenue Asset Management
California
$1.07K -$827 -55 -44%
BTI
212
Blue Trust Inc
Georgia
$1K +$706 +36 +240%
CFO
213
CVA Family Office
Colorado
$978 -$2.63K -175 -73%
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$978 +$226 +15 +30%
IA
215
IFP Advisors
Florida
$707 – – –
SIS
216
Sound Income Strategies
Florida
$406 – – –
BWAM
217
Boyd Watterson Asset Management
Ohio
$301 – – –
GRP
218
Global Retirement Partners
California
$180 – – –
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$53 -$1.38K -104 -96%
ZB
220
Zions Bancorporation
Utah
$15 -$375 -25 -96%
HNB
221
Huntington National Bank
Ohio
$15 – – –
Canada Pension Plan Investment Board
222
Canada Pension Plan Investment Board
Ontario, Canada
– -$30.9M -2,054,410 Closed
SC
223
Sessa Capital
New York
– -$15.1M -1,000,000 Closed
HF
224
HRT Financial
New York
– -$6.92M -459,298 Closed
AFA
225
Alta Fundamental Advisers
New York
– -$5.7M -378,590 Closed
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