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JBGS

JBG SMITH

233 hedge funds and large institutions have $3.71B invested in JBG SMITH in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 26

0% more funds holding

Funds holding: 233233 (0)

0% less capital invested

Capital invested by funds: $3.71B → $3.71B (-$4.57M)

0.82% less ownership

Funds ownership: 89.73%88.91% (-0.82%)

9% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 85

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

98% less call options, than puts

Call options by funds: $22K | Put options by funds: $1.01M

Holders
233
Holders Change
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
29
Increased
77
Reduced
85
Closed
26
Calls
$22K
Puts
$1.01M
Net Calls
-$986K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$94K +$4.18K +132 +5%
BDS
177
Banco de Sabadell
Florida
$79K +$78.1K +2,465 New
Mitsubishi UFJ Trust & Banking
178
Mitsubishi UFJ Trust & Banking
Japan
$78K +$18.2K +576 +30%
SSB
179
Sandy Spring Bank
Maryland
$75K +$444 +14 +0.6%
ASBI
180
American State Bank (Iowa)
Iowa
$69.9K -$9.51K -300 -12%
Osaic Holdings
181
Osaic Holdings
Arizona
$45K -$10.6K -334 -19%
EI
182
Ellevest Inc
New York
$45K +$5.26K +166 +13%
DOA
183
D'Orazio & Associates
Virginia
$35K
Fidelity Investments
184
Fidelity Investments
Massachusetts
$32K +$9.16K +289 +41%
BFC
185
Bedel Financial Consulting
Indiana
$32K +$31.7K +1,000 New
GWS
186
Glassman Wealth Services
Virginia
$26K
LB
187
Legacy Bridge
Iowa
$24K
PA
188
Parallel Advisors
California
$23K +$15.9K +502 +236%
FHA
189
First Horizon Advisors
Tennessee
$22K +$4.69K +148 +27%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$21K
HWA
191
Heritage Wealth Advisors
Virginia
$17.5K +$12.7K +400 +267%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
192
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$17K -$4.02M -126,967 -100%
AWM
193
AllSquare Wealth Management
New York
$17K
MAM
194
Meeder Asset Management
Ohio
$17K +$11.8K +374 +229%
HR
195
Howe & Rusling
New York
$16K -$1.68K -53 -9%
CI Investments Inc
196
CI Investments Inc
Ontario, Canada
$16K
Bessemer Group
197
Bessemer Group
New Jersey
$14K -$12.8K -404 -48%
S
198
SignatureFD
Georgia
$12K +$634 +20 +6%
TIM
199
Tortoise Investment Management
New York
$11K
WT
200
Whittier Trust
California
$11K

JBGS Hedge Fund Activity: Q1 2021 in Review

233 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q1 2021, worth a combined $3.71B — down 0.12% from $3.71B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new JBGS positions and 26 closed out — a net gain of 3 holders — while 77 added to existing stakes and 85 trimmed.

The largest buyer was Nuveen, adding an estimated $24.3M. The largest seller was Long Pond Capital, cutting an estimated $38.5M.

  • 233 institutional investors held JBG SMITH (JBGS) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $3.71B of JBG SMITH stock for Q1 2021, down 0.12% quarter-over-quarter.
  • 29 funds opened new JBG SMITH positions in Q1 2021 and 26 closed out, a net change of +3 holders.
  • The largest JBG SMITH buyer in Q1 2021 was Nuveen, an estimated $24.3M added.
  • The largest JBG SMITH seller in Q1 2021 was Long Pond Capital, an estimated $38.5M sold.

Based on aggregated 13F filings for Q1 2021.