We are live on ! Find out more
JBGS

JBG SMITH

233 hedge funds and large institutions have $3.71B invested in JBG SMITH in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $3.22B → $3.71B (+$492M)

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 232233 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.31% less ownership

Funds ownership: 90.03%89.73% (-0.31%)

31% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 94

98% less call options, than puts

Call options by funds: $25K | Put options by funds: $1.52M

Holders
233
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
33
Increased
65
Reduced
94
Closed
30
Calls
$25K
Puts
$1.52M
Net Calls
-$1.5M
Net Calls Change
-$934K
Name Holding Trade Value Shares
Change
Change in
Stake
ASBI
176
American State Bank (Iowa)
Iowa
$78.2K +$72.1K +2,500 New
SSB
177
Sandy Spring Bank
Maryland
$74K +$375 +13 +0.6%
SPIA
178
Steward Partners Investment Advisory
New York
$70K -$8.65K -300 -12%
Mitsubishi UFJ Trust & Banking
179
Mitsubishi UFJ Trust & Banking
Japan
$60K +$55.5K +1,925 New
Osaic Holdings
180
Osaic Holdings
Arizona
$54K -$2.33K -81 -4%
EI
181
Ellevest Inc
New York
$39K +$33.1K +1,148 +1,262%
DOA
182
D'Orazio & Associates
Virginia
$34K
Bessemer Group
183
Bessemer Group
New Jersey
$26K +$11.5K +399 +91%
BBHC
184
Brown Brothers Harriman & Co
New York
$25K
GWS
185
Glassman Wealth Services
Virginia
$25K
LB
186
Legacy Bridge
Iowa
$23K
Fidelity Investments
187
Fidelity Investments
Massachusetts
$22K +$4.32K +150 +27%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$20K -$461 -16 -2%
HR
189
Howe & Rusling
New York
$18K -$5.97M -207,220 -100%
FHA
190
First Horizon Advisors
Tennessee
$17K +$15.9K +551 New
AWM
191
AllSquare Wealth Management
New York
$16K
CI Investments Inc
192
CI Investments Inc
Ontario, Canada
$16K
Simplex Trading
193
Simplex Trading
Illinois
$13K -$179K -6,219 -93%
TIM
194
Tortoise Investment Management
New York
$11K
WT
195
Whittier Trust
California
$11K
S
196
SignatureFD
Georgia
$11K +$1.07K +37 +12%
JWM
197
Janiczek Wealth Management
Colorado
$8K +$7.15K +248 New
PA
198
Parallel Advisors
California
$7K -$10.4K -362 -63%
EWM
199
Edge Wealth Management
New York
$7K
AIG
200
American International Group
New York
$6.28K -$150K -5,199 -3%

JBGS Hedge Fund Activity: Q4 2020 in Review

233 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2020, worth a combined $3.71B — up 15% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JBGS positions and 30 closed out — a net gain of 3 holders — while 65 added to existing stakes and 94 trimmed.

The largest buyer was Invesco, adding an estimated $53.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $36.6M.

  • 233 institutional investors held JBG SMITH (JBGS) as of Q4 2020, up from 232 in Q3 2020.
  • Funds reported $3.71B of JBG SMITH stock for Q4 2020, up 15% quarter-over-quarter.
  • 33 funds opened new JBG SMITH positions in Q4 2020 and 30 closed out, a net change of +3 holders.
  • The largest JBG SMITH buyer in Q4 2020 was Invesco, an estimated $53.1M added.
  • The largest JBG SMITH seller in Q4 2020 was T. Rowe Price Associates, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2020.