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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
State of Wisconsin Investment Board
151
State of Wisconsin Investment Board
Wisconsin
$432K -$13.9K -475 -3%
Natixis Advisors
152
Natixis Advisors
Massachusetts
$422K +$120K +4,084 +38%
EGM
153
Engineers Gate Manager
New York
$401K +$141K +4,802 +52%
Truist Financial
154
Truist Financial
North Carolina
$390K +$164K +5,607 +70%
Toronto Dominion Bank
155
Toronto Dominion Bank
Ontario, Canada
$389K -$113K -3,861 -22%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$381K – – –
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$379K +$243K +8,285 +168%
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$375K – – –
X
159
Xponance
Pennsylvania
$368K -$7.23K -247 -2%
Allspring Global Investments
160
Allspring Global Investments
North Carolina
$345K +$352K +12,032 New
NAM
161
Nissay Asset Management
Japan
$343K +$49.1K +1,675 +16%
Pacer Advisors
162
Pacer Advisors
Pennsylvania
$330K +$4.04K +138 +1%
TRCT
163
Tower Research Capital (TRC)
New York
$316K +$165K +5,631 +105%
SAM
164
Storebrand Asset Management
Norway
$316K – – –
Wolverine Trading
165
Wolverine Trading
Illinois
$313K -$63.2K -2,157 -17%
SMDAM
166
Sumitomo Mitsui DS Asset Management
Japan
$312K +$12.9K +441 +4%
VIA
167
Vident Investment Advisory
Georgia
$311K +$5.27K +180 +2%
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$296K -$456K -15,578 -60%
SAM
169
Securian Asset Management
Minnesota
$294K -$5.51K -188 -2%
CGH
170
Crossmark Global Holdings
Texas
$292K +$33.4K +1,140 +13%
NC
171
NinePointTwo Capital
California
$291K +$297K +10,138 New
CIAS
172
Capital Investment Advisory Services
North Carolina
$281K -$15.1K -515 -5%
VanEck Associates
173
VanEck Associates
New York
$275K +$110K +3,759 +65%
PAM
174
Panagora Asset Management
Massachusetts
$272K -$60.2K -2,055 -18%
MSRPS
175
Maryland State Retirement & Pension System
Maryland
$266K – – –
5 6
7
8 9

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.