JBGS

JBG SMITH
JBGS

Overview Fund Activity

216 hedge funds and large institutions have $1.49B invested in JBG SMITH in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 96 reducing their positions, and 30 closing their positions.

Holders
216
Holders Change
-5
Holders Change %
-2.26%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
51
Reduced
96
Closed
30
Calls
$240K
Puts
$369K
Net Calls
-$129K
Net Calls Change
-$30K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16.4M
2
UBS Group
2
UBS Group
Switzerland
$14.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$4.91M
4
Goldman Sachs
4
Goldman Sachs
New York
$11.2M
5
Millennium Management
5
Millennium Management
New York
$3.36M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
BlackRock
2
BlackRock
New York
$287M
3
Man Group
3
Man Group
United Kingdom
$4.73M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$237M
5
JC
5
JBF Capital
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
201
Bartlett & Co Wealth Management
Ohio
$1.66K – – –
SPIA
202
Steward Partners Investment Advisory
New York
$1.46K – – –
QC
203
Quent Capital
New York
$1.19K – – –
PFBT
204
Parkside Financial Bank & Trust
Missouri
$1.06K – – –
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$940 – – –
CFGS
206
Concourse Financial Group Securities
Alabama
$853 -$636 -44 -43%
GRP
207
Global Retirement Partners
California
$429 +$263 +19 +158%
SIS
208
Sound Income Strategies
Florida
$390 – – –
BAAM
209
Baker Avenue Asset Management
California
$347 -$680 -47 -66%
BWAM
210
Boyd Watterson Asset Management
Ohio
$289 – – –
PWMG
211
Provence Wealth Management Group
California
$231 +$231 +16 New
ECM
212
Everence Capital Management
Indiana
$168 +$168 +11,590 New
CSPIA
213
Cary Street Partners Investment Advisory
Virginia
$72 +$72 +5 New
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$52 – – –
ZB
215
Zions Bancorporation
Utah
$14 – – –
HNB
216
Huntington National Bank
Ohio
$14 – – –
HGERS
217
Householder Group Estate & Retirement Specialist
Arizona
$14 +$14 +1 New
T. Rowe Price Investment Management
218
T. Rowe Price Investment Management
Maryland
– -$32.3M -2,148,438 Closed
JC
219
JBF Capital
Colorado
– -$9.46M -629,219 Closed
SSA
220
Schonfeld Strategic Advisors
New York
– -$5.73M -380,658 Closed
Nordea Investment Management
221
Nordea Investment Management
Sweden
– -$5M -334,987 Closed
Tudor Investment Corp
222
Tudor Investment Corp
Connecticut
– -$3.18M -211,377 Closed
California Public Employees Retirement System
223
California Public Employees Retirement System
California
– -$3.18M -211,229 Closed
OAC
224
OMERS Administration Corp
Ontario, Canada
– -$2.5M -166,500 Closed
VRS
225
Virginia Retirement Systems
Virginia
– -$1.22M -81,200 Closed
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