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JBGS

JBG SMITH
JBGS

210 hedge funds and large institutions have $1.23B invested in JBG SMITH in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $183K | Put options by funds: $96K

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

2% more capital invested

Capital invested by funds: $1.21B → $1.23B (+$24M)

0.25% more ownership

Funds ownership: 92.94% → 93.19% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 70

2% less funds holding

Funds holding: 215 → 210 (-5)

Holders
210
Holders Change
-5
Holders Change %
-2.33%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
66
Reduced
70
Closed
24
Calls
$183K
Puts
$96K
Net Calls
+$87K
Net Calls Change
+$40K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$18.8M
2
UBS AM
UBS AM
Illinois
+$8.67M
3
Victory Capital Management
Victory Capital Management
Texas
+$2.43M
4
Bank of America
Bank of America
North Carolina
+$2.29M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
LPC
Long Pond Capital
New York
-$41.5M
2
Goldman Sachs
Goldman Sachs
New York
-$8.24M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$5.06M
4
Millennium Management
Millennium Management
New York
-$3.9M
5
State Street
State Street
Massachusetts
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
176
Simplex Trading
Illinois
$5K +$5.02K +330 New
AF
177
Allworth Financial
California
$4.53K +$1.13K +74 +31%
Optiver Holding
178
Optiver Holding
Netherlands
$3.63K – – –
SPIA
179
Steward Partners Investment Advisory
New York
$3.4K +$3.21K +211 New
Osaic Holdings
180
Osaic Holdings
Arizona
$3.33K -$578 -38 -16%
DB
181
Danske Bank
Denmark
$3.22K – – –
PB
182
Pinnacle Bancorp
Nebraska
$3.08K – – –
C
183
Covestor
United Kingdom
$3K – – –
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$2.87K – – –
ME
185
McIlrath & Eck
Washington
$2.75K – – –
LC
186
Lindbrook Capital
California
$2.74K +$2.58K +170 New
SW
187
SVB Wealth
Massachusetts
$2.72K +$2.57K +169 New
PTC
188
Private Trust Company
Ohio
$2.66K – – –
SO
189
Sierra Ocean
California
$2.37K – – –
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$2.24K – – –
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$2.11K +$2.23K +147 New
BCWM
192
Bartlett & Co Wealth Management
Ohio
$1.85K – – –
BIA
193
Bell Investment Advisors
California
$1.68K – – –
SC
194
SouthState Corp
Florida
$1.59K +$1.5K +99 New
BFS
195
Bare Financial Services
Pennsylvania
$1.51K +$1.43K +94 New
PFBT
196
Parkside Financial Bank & Trust
Missouri
$1.47K +$532 +35 +63%
PWA
197
Physician Wealth Advisors
Utah
$1.47K +$1.38K +91 New
QC
198
Quent Capital
New York
$1.32K – – –
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$1.05K – – –
HFS
200
Hantz Financial Services
Michigan
$1K +$1.16K +76 New
6 7
8
9 10

JBGS Hedge Fund Activity: Q1 2025 in Review

210 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q1 2025, worth a combined $1.23B — up 2% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JBGS positions and 24 closed out — a net gain of 1 holder — while 66 added to existing stakes and 70 trimmed.

The largest buyer was UBS Group, adding an estimated $18.8M. The largest seller was Long Pond Capital, cutting an estimated $41.5M.

  • 210 institutional investors held JBG SMITH (JBGS) as of Q1 2025, down from 215 in Q4 2024.
  • Funds reported $1.23B of JBG SMITH stock for Q1 2025, up 2% quarter-over-quarter.
  • 25 funds opened new JBG SMITH positions in Q1 2025 and 24 closed out, a net change of +1 holder.
  • The largest JBG SMITH buyer in Q1 2025 was UBS Group, an estimated $18.8M added.
  • The largest JBG SMITH seller in Q1 2025 was Long Pond Capital, an estimated $41.5M sold.

Based on aggregated 13F filings for Q1 2025.