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JBGS

JBG SMITH
JBGS

262 hedge funds and large institutions have $4.99B invested in JBG SMITH in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

2% more funds holding

Funds holding: 258 → 262 (+4)

9% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 80

3% more capital invested

Capital invested by funds: $4.86B → $4.99B (+$128M)

0.81% more ownership

Funds ownership: 92.49% → 93.3% (+0.81%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
262
Holders Change
+4
Holders Change %
+1.55%
% of All Funds
5.16%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
37
Increased
87
Reduced
80
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$184M
2
LPC
Long Pond Capital
New York
+$60.5M
3
CIM
Centersquare Investment Management
Pennsylvania
+$26.3M
4
UBS Group
UBS Group
Switzerland
+$10.8M
5
AAMU
APG Asset Management US
New York
+$10.3M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$70.5M
2
YU
Yale University
Connecticut
-$42.5M
3
State Street
State Street
Massachusetts
-$24.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$22.7M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$18.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
226
Advisory Services Network
Georgia
$8K -$6.53K -165 -44%
VCM
227
Vigilant Capital Management
Maine
$8K – – –
AA
228
Argent Advisors
Louisiana
$8K +$7.91K +200 New
BFEC
229
Benjamin F. Edwards & Company
Missouri
$6K – – –
LWM
230
Lenox Wealth Management
Ohio
$6K – – –
PCG
231
Private Capital Group
Connecticut
$5K -$396 -10 -7%
CFN
232
Cordasco Financial Network
Florida
$5K – – –
CFGS
233
Concourse Financial Group Securities
Alabama
$4K – – –
GAM
234
Gemmer Asset Management
California
$4K – – –
LC
235
Lindbrook Capital
California
$4K +$1.5K +38 +60%
TWA
236
TCI Wealth Advisors
Arizona
$4K +$4.43K +112 New
SWA
237
Sutton Wealth Advisors
Florida
$3.83K – – –
AIM
238
Anchor Investment Management
South Carolina
$3.39K -$5.38K -136 -62%
EARNEST Partners
239
EARNEST Partners
Georgia
$3K – – –
RIA
240
Realta Investment Advisors
Delaware
$3K – – –
CHA
241
Carmichael Hill & Associates
Maryland
$3K +$2.53K +64 New
OPS
242
Orion Portfolio Solutions
Nebraska
$3K +$2.89K +73 New
PA
243
Procyon Advisors
Connecticut
$3K +$3.28K +83 New
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$3K +$3.36K +85 New
TA
245
TFG Advisers
Michigan
$3K +$3.64K +92 New
TPCW
246
TD Private Client Wealth
New York
$2.55K +$2.53K +64 New
AWM
247
Avior Wealth Management
Nebraska
$2K – – –
DSC
248
Duncker Streett & Co
Missouri
$2K +$1.58K +40 New
EFSCE
249
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
HGWM
250
Harvest Group Wealth Management
Massachusetts
$1K – – –
8 9
10
11 12

JBGS Hedge Fund Activity: Q4 2019 in Review

262 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2019, worth a combined $4.99B — up 2.6% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JBGS positions and 25 closed out — a net gain of 12 holders — while 87 added to existing stakes and 80 trimmed.

The largest buyer was Norges Bank, adding an estimated $184M. The largest seller was Deutsche Bank, cutting an estimated $70.5M.

  • 262 institutional investors held JBG SMITH (JBGS) as of Q4 2019, up from 258 in Q3 2019.
  • Funds reported $4.99B of JBG SMITH stock for Q4 2019, up 2.6% quarter-over-quarter.
  • 37 funds opened new JBG SMITH positions in Q4 2019 and 25 closed out, a net change of +12 holders.
  • The largest JBG SMITH buyer in Q4 2019 was Norges Bank, an estimated $184M added.
  • The largest JBG SMITH seller in Q4 2019 was Deutsche Bank, an estimated $70.5M sold.

Based on aggregated 13F filings for Q4 2019.