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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
Verition Fund Management
126
Verition Fund Management
Connecticut
$331K +$390K +21,965 New
Creative Planning
127
Creative Planning
Kansas
$309K +$363K +20,493 New
MOACM
128
Mutual of America Capital Management
New York
$307K -$1.08M -61,060 -75%
EHC
129
Everett Harris & Co
California
$305K -$30.1K -1,700 -8%
Aberdeen Group
130
Aberdeen Group
United Kingdom
$294K +$6.42K +362 +2%
M&T Bank
131
M&T Bank
New York
$287K +$63.3K +3,569 +23%
LCM
132
Landscape Capital Management
New Jersey
$279K +$329K +18,542 New
Mariner
133
Mariner
Kansas
$255K +$301K +16,958 New
MFS
134
Mirabella Financial Services
United Kingdom
$251K +$296K +16,677 New
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$251K -$12.2M -687,639 -98%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$243K +$167K +9,434 +140%
Simplex Trading
137
Simplex Trading
Illinois
$241K +$71.3K +4,020 +33%
First Manhattan
138
First Manhattan
New York
$240K -$39.8K -2,243 -12%
Victory Capital Management
139
Victory Capital Management
Texas
$234K -$39K -2,197 -12%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$233K -$64.7K -3,646 -19%
HIMC
141
Heritage Investors Management Corp
Maryland
$228K -$54.5K -3,075 -17%
SMDAM
142
Sumitomo Mitsui DS Asset Management
Japan
$223K – – –
WVP
143
Worth Venture Partners
New Jersey
$215K +$28.4K +1,600 +13%
EGM
144
Engineers Gate Manager
New York
$211K +$249K +14,030 New
S
145
SignatureFD
Georgia
$210K +$191K +10,781 +340%
VOYA Investment Management
146
VOYA Investment Management
Georgia
$205K -$3.88K -219 -2%
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$197K – – –
State of Wisconsin Investment Board
148
State of Wisconsin Investment Board
Wisconsin
$194K +$1.17K +66 +0.5%
RJA
149
Raymond James & Associates
Florida
$190K -$1.83M -103,279 -89%
EI
150
Ethic Inc
New York
$182K +$214K +12,064 New
4 5
6
7 8

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.