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JBGS

JBG SMITH

210 hedge funds and large institutions have $1.66B invested in JBG SMITH in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 111 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $1.49B → $1.66B (+$170M)

2.66% more ownership

Funds ownership: 99.6%102.27% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 218210 (-8)

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

68% less call options, than puts

Call options by funds: $246K | Put options by funds: $777K

68% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 111

Holders
210
Holders Change
-8
Holders Change %
-3.67%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
35
Reduced
111
Closed
34
Calls
$246K
Puts
$777K
Net Calls
-$531K
Net Calls Change
-$402K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
201
Sound Income Strategies
Florida
$459
HI
202
Harbour Investments
Wisconsin
$425 +$364 +25 New
BWAM
203
Boyd Watterson Asset Management
Ohio
$340
CA
204
Crewe Advisors
Utah
$307 +$262 +18 New
PWMG
205
Provence Wealth Management Group
California
$272
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$62
HNB
207
Huntington National Bank
Ohio
$17
ZB
208
Zions Bancorporation
Utah
$17
SP
209
Solel Partners
Massachusetts
-$19.4M -1,341,410 Closed
AAMU
210
APG Asset Management US
New York
-$6.95M -480,407 Closed
MPM
211
MBB Public Markets
Illinois
-$4.45M -307,546 Closed
BFM
212
Boothbay Fund Management
New York
-$3.46M -239,127 Closed
CIMLRA
213
CBRE Investment Management Listed Real Assets
Pennsylvania
-$674K -46,620 Closed
GAM
214
Gotham Asset Management
New York
-$558K -38,599 Closed
MYAM
215
Meiji Yasuda Asset Management
Japan
-$439K -30,368 Closed
WAM
216
Wolverine Asset Management
Illinois
-$392K -27,115 Closed
CIM
217
Centersquare Investment Management
Pennsylvania
-$389K -26,934 Closed
AIM
218
Aigen Investment Management
New York
-$356K -24,603 Closed
LCM
219
Landscape Capital Management
New Jersey
-$259K -17,909 Closed
WVP
220
Worth Venture Partners
New Jersey
-$215K -14,900 Closed
BCM
221
Bayesian Capital Management
New York
-$209K -14,481 Closed
Neuberger Berman Group
222
Neuberger Berman Group
New York
-$197K -13,616 Closed
EP
223
Edgestream Partners
New Jersey
-$181K -12,527 Closed
LNWWM
224
Laird Norton Wetherby Wealth Management
California
-$179K -12,360 Closed
Franklin Resources
225
Franklin Resources
California
-$166K -11,489 Closed