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JBGS

JBG SMITH
JBGS

262 hedge funds and large institutions have $4.99B invested in JBG SMITH in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

2% more funds holding

Funds holding: 258 → 262 (+4)

9% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 80

3% more capital invested

Capital invested by funds: $4.86B → $4.99B (+$128M)

0.81% more ownership

Funds ownership: 92.49% → 93.3% (+0.81%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
262
Holders Change
+4
Holders Change %
+1.55%
% of All Funds
5.16%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
37
Increased
87
Reduced
80
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$184M
2
LPC
Long Pond Capital
New York
+$60.5M
3
CIM
Centersquare Investment Management
Pennsylvania
+$26.3M
4
UBS Group
UBS Group
Switzerland
+$10.8M
5
AAMU
APG Asset Management US
New York
+$10.3M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$70.5M
2
YU
Yale University
Connecticut
-$42.5M
3
State Street
State Street
Massachusetts
-$24.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$22.7M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$18.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
QT
201
Quantbot Technologies
New York
$61K +$60.7K +1,535 New
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$52K -$2.14K -54 -4%
LTFS
203
Ladenburg Thalmann Financial Services
Florida
$41K -$1.23K -31 -3%
US Bancorp
204
US Bancorp
Minnesota
$33K -$22K -556 -40%
GWS
205
Glassman Wealth Services
Virginia
$32K – – –
BBHC
206
Brown Brothers Harriman & Co
New York
$31K – – –
LB
207
Legacy Bridge
Iowa
$30K – – –
QCG
208
Quadrant Capital Group
Ohio
$30K +$30.1K +761 +4,756%
Bessemer Group
209
Bessemer Group
New Jersey
$29K – – –
VanEck Associates
210
VanEck Associates
New York
$29K +$28.5K +720 New
Fidelity Investments
211
Fidelity Investments
Massachusetts
$25K -$59.3K -1,500 -70%
PI
212
PineBridge Investments
New York
$22K – – –
GT
213
Glenmede Trust
Pennsylvania
$21K -$3.96K -100 -15%
AWM
214
AllSquare Wealth Management
New York
$21K – – –
SSB
215
Sandy Spring Bank
Maryland
$20K – – –
Lazard Asset Management
216
Lazard Asset Management
New York
$20K +$20.5K +519 New
TIM
217
Tortoise Investment Management
New York
$14K – – –
WT
218
Whittier Trust
California
$14K – – –
SF
219
Synovus Financial
Georgia
$12K – – –
CIA
220
CSat Investment Advisory
Michigan
$11K +$1.27K +32 +14%
PA
221
Parallel Advisors
California
$11K +$9.93K +251 +1,321%
QAM
222
QCI Asset Management
New York
$10K – – –
KPW
223
Kore Private Wealth
New York
$10K +$10.2K +259 New
HWA
224
Heritage Wealth Advisors
Virginia
$9.18K – – –
EWM
225
Edge Wealth Management
New York
$9K – – –
7 8
9
10 11

JBGS Hedge Fund Activity: Q4 2019 in Review

262 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2019, worth a combined $4.99B — up 2.6% from $4.86B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new JBGS positions and 25 closed out — a net gain of 12 holders — while 87 added to existing stakes and 80 trimmed.

The largest buyer was Norges Bank, adding an estimated $184M. The largest seller was Deutsche Bank, cutting an estimated $70.5M.

  • 262 institutional investors held JBG SMITH (JBGS) as of Q4 2019, up from 258 in Q3 2019.
  • Funds reported $4.99B of JBG SMITH stock for Q4 2019, up 2.6% quarter-over-quarter.
  • 37 funds opened new JBG SMITH positions in Q4 2019 and 25 closed out, a net change of +12 holders.
  • The largest JBG SMITH buyer in Q4 2019 was Norges Bank, an estimated $184M added.
  • The largest JBG SMITH seller in Q4 2019 was Deutsche Bank, an estimated $70.5M sold.

Based on aggregated 13F filings for Q4 2019.