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JBGS

JBG SMITH

223 hedge funds and large institutions have $1.65B invested in JBG SMITH in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 63 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 63

3.07% less ownership

Funds ownership: 101.76%98.69% (-3.1%)

6% less funds holding

Funds holding: 237223 (-14)

6% less capital invested

Capital invested by funds: $1.76B → $1.65B (-$105M)

21% less call options, than puts

Call options by funds: $373K | Put options by funds: $472K

28% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
223
Holders Change
-14
Holders Change %
-5.91%
% of All Funds
3.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
87
Reduced
63
Closed
46
Calls
$373K
Puts
$472K
Net Calls
-$99K
Net Calls Change
-$235K
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
126
Engineers Gate Manager
New York
$326K +$111K +7,624 +54%
Aberdeen Group
127
Aberdeen Group
United Kingdom
$320K +$25.8K +1,770 +9%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$300K -$97.5K -6,689 -25%
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$299K +$290K +19,892 New
William Blair & Company
130
William Blair & Company
Illinois
$293K +$284K +19,500 New
EI
131
Ethic Inc
New York
$291K +$106K +7,268 +60%
QCM
132
Quantinno Capital Management
New York
$288K -$815K -55,944 -75%
MOACM
133
Mutual of America Capital Management
New York
$285K -$21.1K -1,450 -7%
M&T Bank
134
M&T Bank
New York
$275K -$10.3K -710 -4%
Victory Capital Management
135
Victory Capital Management
Texas
$265K +$29.7K +2,039 +13%
Mariner
136
Mariner
Kansas
$258K +$3.41K +234 +1%
ProShare Advisors
137
ProShare Advisors
Maryland
$257K +$249K +17,085 New
First Manhattan
138
First Manhattan
New York
$239K
BPCE
139
Bank Pictet & Cie (Europe)
Germany
$238K +$231K +15,856 New
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$235K +$26.2K +1,796 +13%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$230K +$129K +8,862 +138%
HIMC
142
Heritage Investors Management Corp
Maryland
$227K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$227K -$15.7K -1,074 -7%
GCM
144
Graham Capital Management
Connecticut
$226K +$219K +15,015 New
SMDAM
145
Sumitomo Mitsui DS Asset Management
Japan
$222K
DTL
146
Dynamic Technology Lab
Singapore
$218K -$161K -11,046 -43%
WVP
147
Worth Venture Partners
New Jersey
$215K
CAM
148
Cresset Asset Management
Illinois
$209K +$203K +13,927 New
GT
149
Greenleaf Trust
Michigan
$202K +$196K +13,448 New
BC
150
Bridgefront Capital
Texas
$198K +$191K +13,134 New

JBGS Hedge Fund Activity: Q2 2023 in Review

223 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q2 2023, worth a combined $1.65B — down 6% from $1.76B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of JBGS and 33 opened new positions — a net loss of 13 holders — while 63 trimmed existing stakes and 87 added.

The largest buyer was BlackRock, adding an estimated $41.3M. The largest seller was JP Morgan Chase, cutting an estimated $73.4M.

  • 223 institutional investors held JBG SMITH (JBGS) as of Q2 2023, down from 237 in Q1 2023.
  • Funds reported $1.65B of JBG SMITH stock for Q2 2023, down 6% quarter-over-quarter.
  • 33 funds opened new JBG SMITH positions in Q2 2023 and 46 closed out, a net change of -13 holders.
  • The largest JBG SMITH buyer in Q2 2023 was BlackRock, an estimated $41.3M added.
  • The largest JBG SMITH seller in Q2 2023 was JP Morgan Chase, an estimated $73.4M sold.

Based on aggregated 13F filings for Q2 2023.