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JBGS

JBG SMITH
JBGS

248 hedge funds and large institutions have $3.24B invested in JBG SMITH in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

4% more funds holding

Funds holding: 238 → 248 (+10)

1.9% more ownership

Funds ownership: 85.36% → 87.27% (+1.9%)

3% less capital invested

Capital invested by funds: $3.33B → $3.24B (-$89.7M)

22% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 95

Holders
248
Holders Change
+10
Holders Change %
+4.2%
% of All Funds
3.82%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
40
Increased
74
Reduced
95
Closed
28
Calls
$181K
Puts
–
Net Calls
+$181K
Net Calls Change
+$21K

Top Buyers

1
LPC
Long Pond Capital
New York
+$79M
2
JP Morgan Chase
JP Morgan Chase
New York
+$43.4M
3
BlackRock
BlackRock
New York
+$18.9M
4
State Street
State Street
Massachusetts
+$10.8M
5
JC
JBF Capital
Colorado
+$4.73M

Top Sellers

1
Invesco
Invesco
Georgia
-$51.1M
2
BAMCO Inc
BAMCO Inc
New York
-$34.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$29.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$11.5M
5
Millennium Management
Millennium Management
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
201
Glassman Wealth Services
Virginia
$24K +$1.29K +44 +5%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$19K – – –
FHA
203
First Horizon Advisors
Tennessee
$17K -$1.41K -48 -8%
Fidelity Investments
204
Fidelity Investments
Massachusetts
$16K -$88 -3 -0.6%
AWM
205
AllSquare Wealth Management
New York
$15K – – –
SSB
206
Sandy Spring Bank
Maryland
$14K -$144K -4,907 -91%
EVM
207
Eaton Vance Management
Massachusetts
$12K +$10.7K +364 +617%
Bessemer Group
208
Bessemer Group
New Jersey
$11K – – –
CWS
209
Confluence Wealth Services
Pennsylvania
$11K +$11.5K +394 New
TIM
210
Tortoise Investment Management
New York
$10K – – –
HIA
211
Harbor Investment Advisory
Maryland
$10K +$9.7K +331 New
HNB
212
Huntington National Bank
Ohio
$10K +$10.6K +362 New
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$8K +$59 +2 +0.7%
JWM
214
Janiczek Wealth Management
Colorado
$7K -$615 -21 -8%
EWM
215
Edge Wealth Management
New York
$7K – – –
SCA
216
Snowden Capital Advisors
New York
$5K +$5.18K +177 New
HWA
217
Heritage Wealth Advisors
Virginia
$4K – – –
PCG
218
Private Capital Group
Connecticut
$4K – – –
BIA
219
Bell Investment Advisors
California
$4K +$1.58K +54 +56%
Manulife (Manufacturers Life Insurance)
220
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.72K -$137K -4,669 -3%
SPIA
221
Steward Partners Investment Advisory
New York
$3K -$68.1K -2,325 -96%
CFGS
222
Concourse Financial Group Securities
Alabama
$3K -$703 -24 -20%
WT
223
Whittier Trust
California
$3K – – –
PFBT
224
Parkside Financial Bank & Trust
Missouri
$3K +$59 +2 +2%
CA
225
Cornerstone Advisory
Maryland
$3K +$2.93K +100 New
7 8
9
10 11

JBGS Hedge Fund Activity: Q4 2021 in Review

248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2021, worth a combined $3.24B — down 2.7% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JBGS positions and 28 closed out — a net gain of 12 holders — while 74 added to existing stakes and 95 trimmed.

The largest buyer was Long Pond Capital, adding an estimated $79M. The largest seller was Invesco, cutting an estimated $51.1M.

  • 248 institutional investors held JBG SMITH (JBGS) as of Q4 2021, up from 238 in Q3 2021.
  • Funds reported $3.24B of JBG SMITH stock for Q4 2021, down 2.7% quarter-over-quarter.
  • 40 funds opened new JBG SMITH positions in Q4 2021 and 28 closed out, a net change of +12 holders.
  • The largest JBG SMITH buyer in Q4 2021 was Long Pond Capital, an estimated $79M added.
  • The largest JBG SMITH seller in Q4 2021 was Invesco, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2021.