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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
Principal Financial Group
26
Principal Financial Group
Iowa
$8.99M +$3.69M +207,982 +53%
Citadel Advisors
27
Citadel Advisors
Florida
$8.86M +$213K +12,005 +2%
AAMU
28
APG Asset Management US
New York
$8.01M -$2.25M -126,690 -19%
Man Group
29
Man Group
United Kingdom
$7.32M -$3.28M -184,952 Closed
HF
30
HRT Financial
New York
$6.92M +$7.87M +443,609 +2,828%
Invesco
31
Invesco
Georgia
$6.25M -$13.9M -781,560 -65%
Ameriprise
32
Ameriprise
Minnesota
$5.72M +$4.42M +249,382 +191%
AFA
33
Alta Fundamental Advisers
New York
$5.7M – – –
Jane Street
34
Jane Street
New York
$5.65M +$5.07M +286,100 +321%
Bank of America
35
Bank of America
North Carolina
$5.39M +$1M +56,632 +19%
Barclays
36
Barclays
United Kingdom
$5.33M -$5.33M -300,300 -46%
State of Tennessee, Department of Treasury
37
State of Tennessee, Department of Treasury
Tennessee
$4.99M +$463K +26,109 +9%
N
38
Nuveen
North Carolina
$4.96M +$35.8K +2,021 +0.6%
Millennium Management
39
Millennium Management
New York
$4.77M +$4.86M +274,093 +642%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$4.75M -$481K -27,140 -8%
Renaissance Technologies
41
Renaissance Technologies
New York
$3.65M +$4M +225,386 +1,326%
SG Americas Securities
42
SG Americas Securities
New York
$3.59M +$3.93M +221,490 +1,290%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$3.49M -$888K -50,084 -18%
ECM
44
ExodusPoint Capital Management
New York
$3.45M +$4.06M +229,060 New
Swiss National Bank
45
Swiss National Bank
Switzerland
$3.33M -$488K -27,500 -11%
Goldman Sachs
46
Goldman Sachs
New York
$3.33M -$3.8M -214,327 -49%
Canada Life
47
Canada Life
Manitoba, Canada
$3.28M +$617K +34,784 +19%
SEI Investments
48
SEI Investments
Pennsylvania
$3.19M +$675K +38,052 +22%
BFM
49
Boothbay Fund Management
New York
$3.15M +$755K +42,555 +26%
CS
50
Credit Suisse
Switzerland
$2.99M -$205K -11,555 -6%
1
2
3 4 5

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.