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JBGS

JBG SMITH

240 hedge funds and large institutions have $2.03B invested in JBG SMITH in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 67 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 67

3% more funds holding

Funds holding: 233240 (+7)

1.28% more ownership

Funds ownership: 93.73%95.01% (+1.3%)

2% more capital invested

Capital invested by funds: $1.99B → $2.03B (+$33.5M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

88% less call options, than puts

Call options by funds: $56K | Put options by funds: $476K

Holders
240
Holders Change
+7
Holders Change %
+3%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
39
Increased
83
Reduced
67
Closed
30
Calls
$56K
Puts
$476K
Net Calls
-$420K
Net Calls Change
-$425K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$84.4K +$8.54K +442 +11%
HCA
177
Harbor Capital Advisors
Illinois
$79.1K +$7.17K +371 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
178
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$70.1K +$71.3K +3,691 New
EBA
179
Eagle Bay Advisors
New York
$68.1K +$61.5K +3,183 +782%
US Bancorp
180
US Bancorp
Minnesota
$62.1K +$30.6K +1,584 +94%
S
181
SignatureFD
Georgia
$60.2K +$51.4K +2,661 +520%
MLICM
182
Metropolitan Life Insurance Company (MetLife)
New York
$58.2K -$599 -31 -1%
BAM
183
Byrne Asset Management
New Jersey
$56.9K
PA
184
Parallel Advisors
California
$44.3K +$33.4K +1,730 +287%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$43K +$39.8K +2,061 +818%
ASBI
186
American State Bank (Iowa)
Iowa
$39.9K
KBC Group
187
KBC Group
Belgium
$37K +$37.4K +1,935 New
QCG
188
Quadrant Capital Group
Ohio
$36.1K +$10.7K +554 +41%
Dimensional Fund Advisors
189
Dimensional Fund Advisors
Texas
$26.4K -$6.51M -337,037 -19%
SWM
190
Spire Wealth Management
Virginia
$26K +$3.28K +170 +14%
Mitsubishi UFJ Trust & Banking
191
Mitsubishi UFJ Trust & Banking
Japan
$25.3K +$25.7K +1,332 New
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$25K +$16.4K +848 +183%
WBC
193
West Branch Capital
Massachusetts
$16.4K
LS
194
Leelyn Smith
Illinois
$16K -$17.4K -900 -52%
GWS
195
Glassman Wealth Services
Virginia
$15.5K +$193 +10 +1%
PFC
196
Phocas Financial Corp
California
$15.4K +$15.7K +812 New
BBHC
197
Brown Brothers Harriman & Co
New York
$14.9K
EI
198
Ellevest Inc
New York
$14.7K -$2.49K -129 -14%
AWM
199
AllSquare Wealth Management
New York
$10K
SSB
200
Sandy Spring Bank
Maryland
$9.49K

JBGS Hedge Fund Activity: Q4 2022 in Review

240 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2022, worth a combined $2.03B — up 1.7% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new JBGS positions and 30 closed out — a net gain of 9 holders — while 83 added to existing stakes and 67 trimmed.

The largest buyer was Sessa Capital, opening a new position worth an estimated $38.3M. The largest seller was Centersquare Investment Management, cutting an estimated $62.7M.

  • 240 institutional investors held JBG SMITH (JBGS) as of Q4 2022, up from 233 in Q3 2022.
  • Funds reported $2.03B of JBG SMITH stock for Q4 2022, up 1.7% quarter-over-quarter.
  • 39 funds opened new JBG SMITH positions in Q4 2022 and 30 closed out, a net change of +9 holders.
  • The largest JBG SMITH buyer in Q4 2022 was Sessa Capital, an estimated $38.3M added.
  • The largest JBG SMITH seller in Q4 2022 was Centersquare Investment Management, an estimated $62.7M sold.

Based on aggregated 13F filings for Q4 2022.