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JBGS

JBG SMITH

262 hedge funds and large institutions have $4.99B invested in JBG SMITH in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

2% more funds holding

Funds holding: 258262 (+4)

9% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 80

3% more capital invested

Capital invested by funds: $4.86B → $4.99B (+$128M)

0.81% more ownership

Funds ownership: 92.49%93.3% (+0.81%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
262
Holders Change
+4
Holders Change %
+1.55%
% of All Funds
5.16%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
37
Increased
87
Reduced
80
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
176
Horizon Kinetics Asset Management
New York
$289K -$28.6K -724 -9%
SRC
177
Shufro Rose & Co
New York
$276K
FC
178
FORA Capital
Florida
$275K +$273K +6,905 New
OI
179
Oakbrook Investments
Illinois
$266K
WIA
180
Westbourne Investment Advisors
Maryland
$266K +$14.8K +375 +6%
FRM
181
Fox Run Management
Connecticut
$253K +$251K +6,343 New
FHB
182
First Hawaiian Bank
Hawaii
$248K +$246K +6,208 New
V
183
Veritable
Delaware
$247K
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$239K -$45K -1,137 -16%
CFW
185
CA Family Wealth
California
$239K +$237K +5,986 New
WSTAM
186
Wilbanks Smith & Thomas Asset Management
Virginia
$235K -$55.4K -1,400 -19%
SMDAM
187
Sumitomo Mitsui DS Asset Management
Japan
$235K +$233K +5,900 New
LIA
188
LS Investment Advisors
Michigan
$223K -$4.71K -119 -2%
SAM
189
Silvercrest Asset Management
New York
$210K
CIBC Asset Management
190
CIBC Asset Management
Ontario, Canada
$208K +$207K +5,220 New
OAM
191
Oppenheimer Asset Management
New York
$155K +$119 +3 +0.1%
QI
192
QS Investors
New York
$148K
MWNA
193
Marshall Wace North America
New York
$147K +$146K +3,686 New
SPIA
194
Steward Partners Investment Advisory
New York
$117K +$38.6K +975 +49%
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$103K +$104K +2,621 New
TRCT
196
Tower Research Capital (TRC)
New York
$100K -$21.8K -550 -18%
DOA
197
D'Orazio & Associates
Virginia
$96K
Chevy Chase Trust
198
Chevy Chase Trust
Maryland
$96K +$95.4K +2,412 New
AG
199
Advisor Group
Arizona
$87K -$5.66K -143 -6%
Mitsubishi UFJ Trust & Banking
200
Mitsubishi UFJ Trust & Banking
Japan
$62K +$61.4K +1,553 +12,942%

JBGS Hedge Fund Activity: Q4 2019 in Review

262 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2019, worth a combined $4.99B — up 2.6% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JBGS positions and 25 closed out — a net gain of 12 holders — while 87 added to existing stakes and 80 trimmed.

The largest buyer was Norges Bank, adding an estimated $184M. The largest seller was Deutsche Bank, cutting an estimated $70.5M.

  • 262 institutional investors held JBG SMITH (JBGS) as of Q4 2019, up from 258 in Q3 2019.
  • Funds reported $4.99B of JBG SMITH stock for Q4 2019, up 2.6% quarter-over-quarter.
  • 37 funds opened new JBG SMITH positions in Q4 2019 and 25 closed out, a net change of +12 holders.
  • The largest JBG SMITH buyer in Q4 2019 was Norges Bank, an estimated $184M added.
  • The largest JBG SMITH seller in Q4 2019 was Deutsche Bank, an estimated $70.5M sold.

Based on aggregated 13F filings for Q4 2019.