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JBGS

JBG SMITH
JBGS

233 hedge funds and large institutions have $3.71B invested in JBG SMITH in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $3.22B → $3.71B (+$492M)

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 232 → 233 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.31% less ownership

Funds ownership: 90.03% → 89.73% (-0.31%)

31% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 94

98% less call options, than puts

Call options by funds: $25K | Put options by funds: $1.52M

Holders
233
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
33
Increased
65
Reduced
94
Closed
30
Calls
$25K
Puts
$1.52M
Net Calls
-$1.5M
Net Calls Change
-$934K

Top Buyers

1
Invesco
Invesco
Georgia
+$53.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$43.7M
3
Morgan Stanley
Morgan Stanley
New York
+$6.47M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$4.88M
5
BlackRock
BlackRock
New York
+$4.82M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$36.6M
2
LPC
Long Pond Capital
New York
-$30.8M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$27.3M
4
CIM
Centersquare Investment Management
Pennsylvania
-$16M
5
VCM
V3 Capital Management
Texas
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
201
Arkadios Wealth Advisors
Georgia
$5K -$17.1K -592 -79%
HWA
202
Heritage Wealth Advisors
Virginia
$5K -$2.31K -80 -35%
CFGS
203
Concourse Financial Group Securities
Alabama
$5K – – –
MAM
204
Meeder Asset Management
Ohio
$5K +$1.84K +64 +65%
EA
205
Elm Advisors
California
$5K +$4.53K +157 New
PCG
206
Private Capital Group
Connecticut
$4K – – –
BC
207
Bartlett & Co
Ohio
$4K +$3.31K +115 New
BCWM
208
Bartlett & Co Wealth Management
Ohio
$3.62K +$3.31K +115 New
SWA
209
Sutton Wealth Advisors
Florida
$2.85K – – –
PFBT
210
Parkside Financial Bank & Trust
Missouri
$2K -$34.6K -1,202 -94%
CHA
211
Carmichael Hill & Associates
Maryland
$2K – – –
BCA
212
Berman Capital Advisors
Georgia
$2K +$836 +29 +67%
VCG
213
Vantage Consulting Group
Virginia
$2K +$1.7K +59 New
LC
214
Lindbrook Capital
California
$1K -$980 -34 -61%
AWM
215
Avior Wealth Management
Nebraska
$1K – – –
CCA
216
Column Capital Advisors
Indiana
$1K – – –
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$1K – – –
ST
218
Smithfield Trust
Pennsylvania
$1K – – –
SIS
219
Sound Income Strategies
Florida
$1K – – –
ZB
220
Zions Bancorporation
Utah
$1K – – –
ONST
221
Old North State Trust
North Carolina
$1K +$548 +19 New
RPWA
222
Regent Peak Wealth Advisors
Georgia
$1K +$778 +27 New
EFSCE
223
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$807 +28 +280%
HGWM
224
Harvest Group Wealth Management
Massachusetts
$1K +$1.18K +41 New
CCA
225
Childress Capital Advisors
Texas
$1K +$1.58K +55 New
7 8
9
10 11

JBGS Hedge Fund Activity: Q4 2020 in Review

233 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2020, worth a combined $3.71B — up 15% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JBGS positions and 30 closed out — a net gain of 3 holders — while 65 added to existing stakes and 94 trimmed.

The largest buyer was Invesco, adding an estimated $53.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $36.6M.

  • 233 institutional investors held JBG SMITH (JBGS) as of Q4 2020, up from 232 in Q3 2020.
  • Funds reported $3.71B of JBG SMITH stock for Q4 2020, up 15% quarter-over-quarter.
  • 33 funds opened new JBG SMITH positions in Q4 2020 and 30 closed out, a net change of +3 holders.
  • The largest JBG SMITH buyer in Q4 2020 was Invesco, an estimated $53.1M added.
  • The largest JBG SMITH seller in Q4 2020 was T. Rowe Price Associates, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2020.