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JBGS

JBG SMITH
JBGS

233 hedge funds and large institutions have $3.71B invested in JBG SMITH in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $3.22B → $3.71B (+$492M)

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 232 → 233 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.31% less ownership

Funds ownership: 90.03% → 89.73% (-0.31%)

31% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 94

98% less call options, than puts

Call options by funds: $25K | Put options by funds: $1.52M

Holders
233
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
33
Increased
65
Reduced
94
Closed
30
Calls
$25K
Puts
$1.52M
Net Calls
-$1.5M
Net Calls Change
-$934K

Top Buyers

1
Invesco
Invesco
Georgia
+$53.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$43.7M
3
Morgan Stanley
Morgan Stanley
New York
+$6.47M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$4.88M
5
BlackRock
BlackRock
New York
+$4.82M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$36.6M
2
LPC
Long Pond Capital
New York
-$30.8M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$27.3M
4
CIM
Centersquare Investment Management
Pennsylvania
-$16M
5
VCM
V3 Capital Management
Texas
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
101
Boothbay Fund Management
New York
$1.27M +$173K +5,985 +17%
SOMRS
102
State of Michigan Retirement System
Michigan
$1.27M -$11.5K -400 -1%
VVP
103
Venture Visionary Partners
Ohio
$1.25M – – –
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$1.22M – – –
UCFA
105
United Capital Financial Advisors
Texas
$1.21M +$120K +4,168 +12%
NMIMC
106
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M -$76.4K -2,650 -6%
PG
107
Pendal Group
Australia
$1.18M -$12.5K -435 -1%
AA
108
Ancora Advisors
Ohio
$1.17M +$201K +6,990 +23%
OPERF
109
Oregon Public Employees Retirement Fund
Oregon
$1.17M -$85.5K -2,966 -7%
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.16M +$32.8K +1,138 +3%
Mitsubishi UFJ Asset Management
111
Mitsubishi UFJ Asset Management
Japan
$1.14M +$41.7K +1,446 +4%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$1.14M -$197K -6,820 -16%
ASRS
113
Arizona State Retirement System
Arizona
$1.09M -$39.5K -1,370 -4%
Diamond Hill Capital Management
114
Diamond Hill Capital Management
Ohio
$1.07M -$1.25M -43,430 -56%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$1.05M -$28.5K -990 -3%
N
116
Natixis
France
$1.03M +$954K +33,099 New
AIP
117
Ameritas Investment Partners
Nebraska
$962K -$30.7K -1,064 -3%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$932K -$980K -33,985 -53%
First Manhattan
119
First Manhattan
New York
$915K -$35.8K -1,242 -4%
PAMU
120
Pictet Asset Management (UK)
United Kingdom
$872K -$161K -5,600 -17%
LSERS
121
Louisiana State Employees Retirement System
Louisiana
$869K -$8.65K -300 -1%
AQR Capital Management
122
AQR Capital Management
Connecticut
$847K +$234K +8,110 +42%
Daiwa Securities Group
123
Daiwa Securities Group
Japan
$815K – – –
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$801K – – –
NCP
125
NexWave Capital Partners
New York
$782K +$721K +25,000 New
3 4
5
6 7

JBGS Hedge Fund Activity: Q4 2020 in Review

233 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2020, worth a combined $3.71B — up 15% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JBGS positions and 30 closed out — a net gain of 3 holders — while 65 added to existing stakes and 94 trimmed.

The largest buyer was Invesco, adding an estimated $53.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $36.6M.

  • 233 institutional investors held JBG SMITH (JBGS) as of Q4 2020, up from 232 in Q3 2020.
  • Funds reported $3.71B of JBG SMITH stock for Q4 2020, up 15% quarter-over-quarter.
  • 33 funds opened new JBG SMITH positions in Q4 2020 and 30 closed out, a net change of +3 holders.
  • The largest JBG SMITH buyer in Q4 2020 was Invesco, an estimated $53.1M added.
  • The largest JBG SMITH seller in Q4 2020 was T. Rowe Price Associates, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2020.