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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
CS
51
Credit Suisse
Switzerland
$4.92M -$673K -22,986 -12%
PPA
52
Parametric Portfolio Associates
Washington
$4.85M -$95.9K -3,274 -2%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$4.8M -$1.06M -36,101 -18%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$4.56M -$141K -4,802 -3%
Canada Life
55
Canada Life
Manitoba, Canada
$4.3M +$150K +5,126 +4%
Retirement Systems of Alabama
56
Retirement Systems of Alabama
Alabama
$4.29M -$24.9K -851 -0.6%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$4.12M +$402K +13,739 +11%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$3.99M +$172K +5,858 +4%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$3.88M +$146 +5 +0%
ERSOT
60
Employees Retirement System of Texas
Texas
$3.71M -$4.89M -167,000 -56%
Citigroup
61
Citigroup
New York
$3.6M -$1.07M -36,583 -23%
ATIA
62
American Trust Investment Advisors
New Hampshire
$3.57M +$3.64M +124,285 New
TD Asset Management
63
TD Asset Management
Ontario, Canada
$3.53M +$1.83M +62,538 +104%
PCM
64
Passive Capital Management
Maryland
$3.06M +$3.12M +106,692 New
CIMLRA
65
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.97M +$37.3K +1,273 +1%
MOACM
66
Mutual of America Capital Management
New York
$2.93M -$4.86K -166 -0.2%
SEI Investments
67
SEI Investments
Pennsylvania
$2.87M -$217K -7,412 -7%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$2.87M -$4.47M -152,601 -60%
Nomura Asset Management
69
Nomura Asset Management
Japan
$2.75M +$52.7K +1,800 +2%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$2.71M +$137K +4,666 +5%
UOC
71
UBS O'Connor
Illinois
$2.7M -$7.17M -244,700 -72%
CSS
72
Cubist Systematic Strategies
Connecticut
$2.65M +$432K +14,742 +19%
Prudential Financial
73
Prudential Financial
New Jersey
$2.64M -$9.32M -318,214 -78%
Citadel Advisors
74
Citadel Advisors
Florida
$2.52M +$2.57M +87,893 New
CWM
75
CIBC World Markets
New York
$2.41M +$482K +16,465 +24%
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.