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JBGS

JBG SMITH
JBGS

237 hedge funds and large institutions have $1.76B invested in JBG SMITH in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 62

45% more call options, than puts

Call options by funds: $437K | Put options by funds: $301K

6.75% more ownership

Funds ownership: 95.01% → 101.76% (+6.7%)

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

1% less funds holding

Funds holding: 240 → 237 (-3)

13% less capital invested

Capital invested by funds: $2.03B → $1.76B (-$267M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
237
Holders Change
-3
Holders Change %
-1.25%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
39
Increased
96
Reduced
62
Closed
41
Calls
$437K
Puts
$301K
Net Calls
+$136K
Net Calls Change
+$556K

Top Buyers

1
BlackRock
BlackRock
New York
+$100M
2
Deutsche Bank
Deutsche Bank
Germany
+$52M
3
Morgan Stanley
Morgan Stanley
New York
+$30.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$23.2M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$20.7M

Top Sellers

1
SC
Sessa Capital
New York
-$17.4M
2
SCGM
Starwood Capital Group Management
Florida
-$15.1M
3
WCP
Waterfront Capital Partners
New York
-$14.7M
4
Invesco
Invesco
Georgia
-$13.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
226
Blume Capital Management
California
$587 +$692 +39 New
HI
227
Harbour Investments
Wisconsin
$557 – – –
BWM
228
BerganKDV Wealth Management
Minnesota
$543 +$638 +36 New
SIS
229
Sound Income Strategies
Florida
$407 – – –
ZB
230
Zions Bancorporation
Utah
$392 – – –
BWAM
231
Boyd Watterson Asset Management
Ohio
$301 – – –
GRP
232
Global Retirement Partners
California
$169 -$1.08K -61 -84%
WT
233
Whittier Trust
California
$165 – – –
AF
234
Advisornet Financial
Minnesota
$75 -$89 -5 -50%
HNB
235
Huntington National Bank
Ohio
$15 -$6.4K -361 -100%
TOPU
236
Trustees of Princeton University
New Jersey
– -$29.2M -1,537,117 Closed
SCGM
237
Starwood Capital Group Management
Florida
– -$15.1M -795,000 Closed
WCP
238
Waterfront Capital Partners
New York
– -$14.7M -776,280 Closed
SM
239
Senvest Management
New York
– -$8.9M -468,777 Closed
IG
240
ING Group
Netherlands
– -$6.64M -349,700 Closed
JGC
241
J. Goldman & Co
New York
– -$6.11M -321,946 Closed
Retirement Systems of Alabama
242
Retirement Systems of Alabama
Alabama
– -$2.48M -130,479 Closed
State of New Jersey Common Pension Fund D
243
State of New Jersey Common Pension Fund D
New Jersey
– -$2.24M -118,000 Closed
CS
244
Candriam SCA
Luxembourg
– -$1.99M -105,000 Closed
Manulife (Manufacturers Life Insurance)
245
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.52M -80,191 Closed
MF
246
Magnetar Financial
Illinois
– -$1.51M -79,798 Closed
AA
247
Ancora Advisors
Ohio
– -$1.39M -72,990 Closed
E
248
Ergoteles
New York
– -$1.37M -72,353 Closed
EC
249
Elequin Capital
New York
– -$809K -42,620 Closed
GCP
250
GSA Capital Partners
United Kingdom
– -$805K -42,397 Closed
8 9
10
11 12

JBGS Hedge Fund Activity: Q1 2023 in Review

237 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q1 2023, worth a combined $1.76B — down 13% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of JBGS and 39 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 96 added.

The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Sessa Capital, cutting an estimated $17.4M.

  • 237 institutional investors held JBG SMITH (JBGS) as of Q1 2023, down from 240 in Q4 2022.
  • Funds reported $1.76B of JBG SMITH stock for Q1 2023, down 13% quarter-over-quarter.
  • 39 funds opened new JBG SMITH positions in Q1 2023 and 41 closed out, a net change of -2 holders.
  • The largest JBG SMITH buyer in Q1 2023 was BlackRock, an estimated $100M added.
  • The largest JBG SMITH seller in Q1 2023 was Sessa Capital, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2023.