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JBGS

JBG SMITH
JBGS

248 hedge funds and large institutions have $3.24B invested in JBG SMITH in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

4% more funds holding

Funds holding: 238 → 248 (+10)

1.9% more ownership

Funds ownership: 85.36% → 87.27% (+1.9%)

3% less capital invested

Capital invested by funds: $3.33B → $3.24B (-$89.7M)

22% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 95

Holders
248
Holders Change
+10
Holders Change %
+4.2%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
40
Increased
74
Reduced
95
Closed
28
Calls
$181K
Puts
–
Net Calls
+$181K
Net Calls Change
+$21K

Top Buyers

1
LPC
Long Pond Capital
New York
+$79M
2
JP Morgan Chase
JP Morgan Chase
New York
+$43.4M
3
BlackRock
BlackRock
New York
+$18.9M
4
State Street
State Street
Massachusetts
+$10.8M
5
JC
JBF Capital
Colorado
+$4.73M

Top Sellers

1
Invesco
Invesco
Georgia
-$51.1M
2
BAMCO Inc
BAMCO Inc
New York
-$34.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$29.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$11.5M
5
Millennium Management
Millennium Management
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Point72 Asset Management
226
Point72 Asset Management
Connecticut
$3K +$2.93K +100 New
VRS
227
Virginia Retirement Systems
Virginia
$2.96K -$583K -19,900 -16%
SWA
228
Sutton Wealth Advisors
Florida
$2.61K – – –
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$2K -$1.73K -59 -50%
CHA
230
Carmichael Hill & Associates
Maryland
$2K – – –
TWA
231
TCI Wealth Advisors
Arizona
$2K – – –
WTA
232
Washington Trust Advisors
Massachusetts
$2K +$1.7K +58 New
QCG
233
Quadrant Capital Group
Ohio
$1K -$762 -26 -41%
FMP
234
Financial Management Professionals
Texas
$1K – – –
HI
235
Harbour Investments
Wisconsin
$1K – – –
LC
236
Lindbrook Capital
California
$1K – – –
SIS
237
Sound Income Strategies
Florida
$1K – – –
ZB
238
Zions Bancorporation
Utah
$1K – – –
C
239
Covestor
United Kingdom
$1K +$879 +30 New
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.35K +46 New
ACM
241
Absolute Capital Management
Pennsylvania
$405 +$410 +14 New
MP
242
McDonald Partners
Ohio
$405 +$410 +14 New
ED
243
Exane Derivatives
France
$57 – – –
BBHC
244
Brown Brothers Harriman & Co
New York
$23 – – –
Wellington Management Group
245
Wellington Management Group
Massachusetts
– -$29.6M -1,000,000 Closed
CS
246
Candriam SCA
Luxembourg
– -$2.98M -100,819 Closed
GC
247
Guggenheim Capital
Illinois
– -$1.72M -58,130 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
248
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.33M -44,993 Closed
N
249
Natixis
France
– -$1.16M -38,999 Closed
Allianz Asset Management
250
Allianz Asset Management
Germany
– -$870K -29,395 Closed
7 8 9
10
11

JBGS Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2021, worth a combined $3.24B — down 2.7% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JBGS positions and 28 closed out — a net gain of 12 holders — while 74 added to existing stakes and 95 trimmed.

The largest buyer was Long Pond Capital, adding an estimated $79M. The largest seller was Invesco, cutting an estimated $51.1M.

  • 248 institutional investors held JBG SMITH (JBGS) as of Q4 2021, up from 238 in Q3 2021.
  • Funds reported $3.24B of JBG SMITH stock for Q4 2021, down 2.7% quarter-over-quarter.
  • 40 funds opened new JBG SMITH positions in Q4 2021 and 28 closed out, a net change of +12 holders.
  • The largest JBG SMITH buyer in Q4 2021 was Long Pond Capital, an estimated $79M added.
  • The largest JBG SMITH seller in Q4 2021 was Invesco, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2021.