JBG SMITH
JBGS
237 hedge funds and large institutions have $1.76B invested in JBG SMITH in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 41 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 62
45% more call options, than puts
Call options by funds: $437K | Put options by funds: $301K
6.75% more ownership
Funds ownership: 95.01% → 101.76% (+6.7%)
5% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 41
1% less funds holding
Funds holding: 240 → 237 (-3)
13% less capital invested
Capital invested by funds: $2.03B → $1.76B (-$267M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| 1 |
BlackRock
New York
|
+$100M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$52M |
| 3 |
Morgan Stanley
New York
|
+$30.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.2M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$20.7M |
Top Sellers
| 1 |
SC
Sessa Capital
New York
|
-$17.4M |
| 2 |
SCGM
Starwood Capital Group Management
Miami Beach,
Florida
|
-$15.1M |
| 3 |
WCP
Waterfront Capital Partners
New York
|
-$14.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$13.9M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$12.2M |
JBGS Hedge Fund Activity: Q1 2023 in Review
237 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q1 2023, worth a combined $1.76B — down 13% from $2.03B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of JBGS and 39 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 96 added.
The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Sessa Capital, cutting an estimated $17.4M.
- 237 institutional investors held JBG SMITH (JBGS) as of Q1 2023, down from 240 in Q4 2022.
- Funds reported $1.76B of JBG SMITH stock for Q1 2023, down 13% quarter-over-quarter.
- 39 funds opened new JBG SMITH positions in Q1 2023 and 41 closed out, a net change of -2 holders.
- The largest JBG SMITH buyer in Q1 2023 was BlackRock, an estimated $100M added.
- The largest JBG SMITH seller in Q1 2023 was Sessa Capital, an estimated $17.4M sold.
Based on aggregated 13F filings for Q1 2023.