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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
GCP
176
GSA Capital Partners
United Kingdom
$255K -$304K -10,389 -54%
LMIM
177
Lockheed Martin Investment Management
Maryland
$248K +$254K +8,672 New
PA
178
Profund Advisors
Maryland
$245K -$236K -8,058 -49%
QC
179
Quadrature Capital
United Kingdom
$232K -$98.1K -3,349 -29%
FA
180
FDx Advisors
Illinois
$231K +$31.4K +1,073 +15%
GT
181
Glenmede Trust
Pennsylvania
$222K +$227K +7,758 New
WANY
182
Wealthspire Advisors (New York)
New York
$219K +$3.78K +129 +2%
EHC
183
Everett Harris & Co
California
$211K -$39.5K -1,350 -16%
Schroder Investment Management Group
184
Schroder Investment Management Group
United Kingdom
$209K +$46.9K +1,602 +28%
TC
185
TwinBeech Capital
New York
$209K +$214K +7,296 New
WVP
186
Worth Venture Partners
New Jersey
$204K – – –
SWM
187
Spire Wealth Management
Virginia
$193K +$197K +6,737 New
ETC
188
Exchange Traded Concepts
Oklahoma
$80K +$81.4K +2,778 New
Osaic Holdings
189
Osaic Holdings
Arizona
$79K +$16.8K +574 +26%
US Bancorp
190
US Bancorp
Minnesota
$75K +$3.66K +125 +5%
S
191
SignatureFD
Georgia
$66K +$32.2K +1,098 +92%
ASBI
192
American State Bank (Iowa)
Iowa
$63.2K – – –
Mitsubishi UFJ Trust & Banking
193
Mitsubishi UFJ Trust & Banking
Japan
$63K +$42.1K +1,438 +192%
EBA
194
Eagle Bay Advisors
New York
$40K +$1.76K +60 +5%
NFG
195
Next Financial Group
Texas
$37K +$2.31K +79 +6%
Simplex Trading
196
Simplex Trading
Illinois
$34K +$35.5K +1,213 New
Lazard Asset Management
197
Lazard Asset Management
New York
$32K +$33.6K +1,148 New
EI
198
Ellevest Inc
New York
$30K +$264 +9 +0.9%
PA
199
Parallel Advisors
California
$26K +$556 +19 +2%
WBC
200
West Branch Capital
Massachusetts
$25K – – –
6 7
8
9 10

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.