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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
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.83M +$276K +15,579 +9%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.62M +$3.09M +174,110 New
Brown Advisory
53
Brown Advisory
Maryland
$2.5M -$960K -54,141 -25%
OAC
54
OMERS Administration Corp
Ontario, Canada
$2.48M +$855K +48,200 +41%
Asset Management One
55
Asset Management One
Japan
$2.44M +$114K +6,430 +4%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$2.4M -$10.9M -615,231 -79%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$2.39M +$97.7K +5,508 +4%
RC
58
RBF Capital
California
$2.26M +$887K +50,000 +50%
First Trust Advisors
59
First Trust Advisors
Illinois
$2.17M +$209K +11,761 +9%
Holocene Advisors
60
Holocene Advisors
New York
$2.16M +$2.54M +143,225 New
Nordea Investment Management
61
Nordea Investment Management
Sweden
$1.99M -$122K -6,904 -5%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$1.99M – – –
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.96M -$44.8K -2,529 -2%
SOADOR
64
State of Alaska Department of Revenue
Alaska
$1.86M +$985K +55,557 +82%
Squarepoint
65
Squarepoint
New York
$1.67M +$1.96M +110,584 New
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$1.66M -$15.4K -866 -0.8%
UBS Group
67
UBS Group
Switzerland
$1.66M -$572K -32,245 -23%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$1.64M +$71 +4 +0%
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.58M +$1.07M +60,285 +135%
Nomura Asset Management
70
Nomura Asset Management
Japan
$1.54M -$1.77K -100 -0.1%
AIM
71
Aigen Investment Management
New York
$1.52M +$1.42M +80,059 +384%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$1.48M +$1.27M +71,737 +272%
PCM
73
Passive Capital Management
Maryland
$1.48M – – –
Citigroup
74
Citigroup
New York
$1.44M +$950K +53,544 +127%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$1.41M -$2.55M -143,621 -60%
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.