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JBGS

JBG SMITH

292 hedge funds and large institutions have $3.8B invested in JBG SMITH in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 78 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,744% more call options, than puts

Call options by funds: $52.7M | Put options by funds: $2.85M

24% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 78

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

3.2% more ownership

Funds ownership: 87.19%90.39% (+3.2%)

2% more funds holding

Funds holding: 287292 (+5)

2% less capital invested

Capital invested by funds: $3.86B → $3.8B (-$59.2M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
292
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.51%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
47
Increased
97
Reduced
78
Closed
39
Calls
$52.7M
Puts
$2.85M
Net Calls
+$49.8M
Net Calls Change
+$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
226
Brown Brothers Harriman & Co
New York
$27K
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$23K -$3.08K -82 -11%
CBT
228
Capital Bank & Trust
California
$23K +$25K +665 New
PRC
229
Pearl River Capital
Michigan
$21K +$23.1K +615 New
AWM
230
AllSquare Wealth Management
New York
$18K
NCM
231
Next Capital Management
New York
$18K +$19.4K +517 New
SSB
232
Sandy Spring Bank
Maryland
$17K
FANJ
233
Financial Architects (New Jersey)
New Jersey
$14K
TIM
234
Tortoise Investment Management
New York
$12K
WT
235
Whittier Trust
California
$12K
SF
236
Synovus Financial
Georgia
$11K
JA
237
JOYN Advisors
Georgia
$10K +$3.27K +87 +42%
WCM
238
Whitener Capital Management
North Carolina
$9K
QAM
239
QCI Asset Management
New York
$9K +$9.4K +250 New
KPW
240
Kore Private Wealth
New York
$9K +$9.74K +259 New
EWM
241
Edge Wealth Management
New York
$8K
PHK
242
Point72 Hong Kong
Hong Kong
$8K +$9.02K +240 New
AIM
243
Anchor Investment Management
South Carolina
$7.69K
VCM
244
Vigilant Capital Management
Maine
$7K -$18.2K -485 -71%
PCM
245
Prelude Capital Management
New York
$7K +$7.67K +204 New
PCP
246
Proficio Capital Partners
Massachusetts
$6K
PWMG
247
Prestige Wealth Management Group
New Jersey
$6K +$6.62K +176 New
CCA
248
Catalyst Capital Advisors
New York
$5K -$1.35K -36 -19%
LWM
249
Lenox Wealth Management
Ohio
$5K -$263 -7 -11%
CCM
250
Cribstone Capital Management
Maine
$5K

JBGS Hedge Fund Activity: Q4 2018 in Review

292 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2018, worth a combined $3.8B — down 1.5% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new JBGS positions and 39 closed out — a net gain of 8 holders — while 97 added to existing stakes and 78 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $67.2M. The largest seller was Yale University, cutting an estimated $46.4M.

  • 292 institutional investors held JBG SMITH (JBGS) as of Q4 2018, up from 287 in Q3 2018.
  • Funds reported $3.8B of JBG SMITH stock for Q4 2018, down 1.5% quarter-over-quarter.
  • 47 funds opened new JBG SMITH positions in Q4 2018 and 39 closed out, a net change of +8 holders.
  • The largest JBG SMITH buyer in Q4 2018 was Deutsche Bank, an estimated $67.2M added.
  • The largest JBG SMITH seller in Q4 2018 was Yale University, an estimated $46.4M sold.

Based on aggregated 13F filings for Q4 2018.