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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
ACB
26
Aristotle Capital Boston
Massachusetts
$13.9M -$778K -26,548 -5%
State of Tennessee, Department of Treasury
27
State of Tennessee, Department of Treasury
Tennessee
$12M – – –
Goldman Sachs
28
Goldman Sachs
New York
$11.7M -$205K -7,005 -2%
Principal Financial Group
29
Principal Financial Group
Iowa
$11.2M -$391K -13,362 -3%
BAMCO Inc
30
BAMCO Inc
New York
$10.8M -$34.1M -1,163,899 -76%
Brown Advisory
31
Brown Advisory
Maryland
$10.4M +$2.61M +88,964 +33%
Bank of America
32
Bank of America
North Carolina
$10.4M -$573K -19,551 -5%
TAM
33
Third Avenue Management
New York
$9.74M -$5.52M -188,459 -36%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$9.6M +$39.8K +1,359 +0.4%
Barclays
35
Barclays
United Kingdom
$9.07M +$4.37M +149,204 +90%
Morgan Stanley
36
Morgan Stanley
New York
$8.88M -$9.18M -313,281 -50%
ACM
37
Adelante Capital Management
California
$8.58M -$1.16M -39,721 -12%
Ameriprise
38
Ameriprise
Minnesota
$7.99M +$164K +5,594 +2%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$7.86M -$952K -32,505 -11%
JC
40
JBF Capital
Colorado
$7.84M +$4.73M +161,514 +145%
RJA
41
Raymond James & Associates
Florida
$7.72M +$469K +16,003 +6%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$7.57M -$536K -18,288 -6%
Swiss National Bank
43
Swiss National Bank
Switzerland
$7.5M – – –
AllianceBernstein
44
AllianceBernstein
Tennessee
$6.46M -$279K -9,513 -4%
SO
45
STRS Ohio
Ohio
$5.92M -$311K -10,614 -5%
Voloridge Investment Management
46
Voloridge Investment Management
Florida
$5.63M +$2.09M +71,299 +57%
AIG
47
American International Group
New York
$5.54M -$202K -6,910 -3%
Asset Management One
48
Asset Management One
Japan
$5.21M +$214K +7,311 +4%
UBS Group
49
UBS Group
Switzerland
$5.16M -$2.69M -91,839 -34%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.03M -$406K -13,872 -7%
1
2
3 4 5

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.