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JBGS

JBG SMITH

247 hedge funds and large institutions have $3.6B invested in JBG SMITH in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 79 increasing their positions, 92 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.39% less ownership

Funds ownership: 91.45%91.07% (-0.39%)

3% less funds holding

Funds holding: 255247 (-8)

8% less capital invested

Capital invested by funds: $3.93B → $3.6B (-$328M)

14% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 92

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

85% less call options, than puts

Call options by funds: $26K | Put options by funds: $169K

Holders
247
Holders Change
-8
Holders Change %
-3.14%
% of All Funds
5.06%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
37
Increased
79
Reduced
92
Closed
44
Calls
$26K
Puts
$169K
Net Calls
-$143K
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Change in
Stake
NPP
201
New Potomac Partners
Maryland
$26K
GWS
202
Glassman Wealth Services
Virginia
$24K
US Bancorp
203
US Bancorp
Minnesota
$23K -$10.7K -345 -31%
BBHC
204
Brown Brothers Harriman & Co
New York
$23K -$1.67K -54 -6%
LB
205
Legacy Bridge
Iowa
$22K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$20K
Fidelity Investments
207
Fidelity Investments
Massachusetts
$18K -$16.2K -524 -46%
Bessemer Group
208
Bessemer Group
New Jersey
$17K +$3.69K +119 +26%
AWA
209
Arkadios Wealth Advisors
Georgia
$16.6K +$17.6K +568 New
AWM
210
AllSquare Wealth Management
New York
$16K
PA
211
Parallel Advisors
California
$15K +$4.4K +142 +37%
CIA
212
CSat Investment Advisory
Michigan
$13K +$3.16K +102 +31%
TIM
213
Tortoise Investment Management
New York
$10K
LC
214
Lindbrook Capital
California
$9K -$2.45K -79 -21%
S
215
SignatureFD
Georgia
$9K +$3.81K +123 +68%
CCM
216
Covington Capital Management
California
$8K
EWM
217
Edge Wealth Management
New York
$7K
HWA
218
Heritage Wealth Advisors
Virginia
$6.8K
BCA
219
Berman Capital Advisors
Georgia
$6K +$6.91K +223 +3,717%
PCG
220
Private Capital Group
Connecticut
$4K
WT
221
Whittier Trust
California
$3K -$7.99K -258 -75%
PA
222
Procyon Advisors
Connecticut
$3K +$682 +22 +32%
SWA
223
Sutton Wealth Advisors
Florida
$2.78K
AIM
224
Anchor Investment Management
South Carolina
$2.51K
Group One Trading
225
Group One Trading
Illinois
$2K -$24.1K -778 -92%

JBGS Hedge Fund Activity: Q2 2020 in Review

247 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q2 2020, worth a combined $3.6B — down 8.4% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of JBGS and 37 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 79 added.

The largest buyer was APG Asset Management US, adding an estimated $79.6M. The largest seller was Norges Bank, cutting an estimated $43.4M.

  • 247 institutional investors held JBG SMITH (JBGS) as of Q2 2020, down from 255 in Q1 2020.
  • Funds reported $3.6B of JBG SMITH stock for Q2 2020, down 8.4% quarter-over-quarter.
  • 37 funds opened new JBG SMITH positions in Q2 2020 and 44 closed out, a net change of -7 holders.
  • The largest JBG SMITH buyer in Q2 2020 was APG Asset Management US, an estimated $79.6M added.
  • The largest JBG SMITH seller in Q2 2020 was Norges Bank, an estimated $43.4M sold.

Based on aggregated 13F filings for Q2 2020.