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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
PCG
251
Private Capital Group
Connecticut
$5K +$376 +10 +7%
DWM
252
Doyle Wealth Management
Florida
$5K +$5.83K +155 New
AOWM
253
Alpha Omega Wealth Management
Virginia
$4K
GWM
254
Geneos Wealth Management
Colorado
$4K
MWM
255
Mascoma Wealth Management
New Hampshire
$4K
RWA
256
River Wealth Advisors
Pennsylvania
$4K
AIC
257
Ameritas Investment Company
Nebraska
$4K +$4.55K +121 New
SWA
258
Sutton Wealth Advisors
Florida
$3.34K
AAMU
259
Amundi Asset Management US
Massachusetts
$3.13K -$1.62M -43,176 -32%
CFGS
260
Concourse Financial Group Securities
Alabama
$3K -$5.3K -141 -59%
EARNEST Partners
261
EARNEST Partners
Georgia
$3K
FC
262
Ferris Capital
Massachusetts
$3K
GAM
263
Gemmer Asset Management
California
$3K
RE
264
RBC Europe
United Kingdom
$2.79K
HWA
265
Heritage Wealth Advisors
Virginia
$2K
PA
266
Parallel Advisors
California
$2K
ASN
267
Advisory Services Network
Georgia
$1K
BWM
268
Baystate Wealth Management
Massachusetts
$1K
DSC
269
Duncker Streett & Co
Missouri
$1K
EFSCE
270
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
LFA
271
Legacy Financial Advisors
Kentucky
$1K
SFSIG
272
San Francisco Sentry Investment Group
California
$1K
TFO
273
Tarbox Family Office
California
$1K
TFA
274
Transamerica Financial Advisors
Florida
$1K
ZB
275
Zions Bancorporation
Utah
$1K

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.