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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
BFM
101
Boothbay Fund Management
New York
$1.23M -$1.08M -36,792 -46%
WAM
102
Wolverine Asset Management
Illinois
$1.2M +$549K +18,728 +81%
Jane Street
103
Jane Street
New York
$1.16M -$249K -8,499 -17%
VVP
104
Venture Visionary Partners
Ohio
$1.15M – – –
Macquarie Group
105
Macquarie Group
Australia
$1.1M -$126K -4,295 -10%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$1.09M +$92.4K +3,156 +9%
COPPSERS
107
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.09M -$14.9K -510 -1%
OPERF
108
Oregon Public Employees Retirement Fund
Oregon
$1.08M +$13.1K +447 +1%
MWM
109
Minot Wealth Management
Massachusetts
$1.02M – – –
Tudor Investment Corp
110
Tudor Investment Corp
Connecticut
$1M +$1.03M +35,015 New
Daiwa Securities Group
111
Daiwa Securities Group
Japan
$980K +$84.9K +2,900 +9%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$972K -$2.17M -73,935 -69%
Deutsche Bank
113
Deutsche Bank
Germany
$957K -$2.8M -95,533 -74%
ASRS
114
Arizona State Retirement System
Arizona
$918K -$8.11K -277 -0.9%
JAM
115
Jupiter Asset Management
United Kingdom
$886K -$2.48M -84,509 -73%
AIP
116
Ameritas Investment Partners
Nebraska
$883K – – –
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$844K -$5.86K -200 -0.7%
Millennium Management
118
Millennium Management
New York
$839K -$10.9M -372,292 -93%
ProShare Advisors
119
ProShare Advisors
Maryland
$839K +$109K +3,717 +15%
SOMRS
120
State of Michigan Retirement System
Michigan
$832K -$2.93K -100 -0.3%
First Manhattan
121
First Manhattan
New York
$819K – – –
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$807K -$28.4K -971 -3%
Man Group
123
Man Group
United Kingdom
$784K -$308K -10,500 -28%
Aberdeen Group
124
Aberdeen Group
United Kingdom
$769K +$35.6K +1,217 +5%
Ensign Peak Advisors
125
Ensign Peak Advisors
Utah
$748K -$1.97M -67,150 -72%
3 4
5
6 7

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.