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JBGS

JBG SMITH

240 hedge funds and large institutions have $2.03B invested in JBG SMITH in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 67 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

24% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 67

3% more funds holding

Funds holding: 233240 (+7)

1.28% more ownership

Funds ownership: 93.73%95.01% (+1.3%)

2% more capital invested

Capital invested by funds: $1.99B → $2.03B (+$33.5M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

88% less call options, than puts

Call options by funds: $56K | Put options by funds: $476K

Holders
240
Holders Change
+7
Holders Change %
+3%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
39
Increased
83
Reduced
67
Closed
30
Calls
$56K
Puts
$476K
Net Calls
-$420K
Net Calls Change
-$425K
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
201
State of Wyoming
Wyoming
$7.74K -$43.6K -2,259 -85%
HNB
202
Huntington National Bank
Ohio
$6.87K
HIA
203
Harbor Investment Advisory
Maryland
$6.52K +$77 +4 +1%
TIM
204
Tortoise Investment Management
New York
$6.47K
LC
205
Lindbrook Capital
California
$6.17K +$5.7K +295 +983%
Bessemer Group
206
Bessemer Group
New Jersey
$6K
IA
207
IFP Advisors
Florida
$5K -$792 -41 -26%
MSCM
208
McElhenny Sheffield Capital Management
Texas
$4.92K +$5K +259 New
PWMG
209
Prestige Wealth Management Group
New Jersey
$4.8K +$4.83K +250 New
NSIM
210
North Star Investment Management
Illinois
$4.18K
PB
211
Pinnacle Bancorp
Nebraska
$4K
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$3.81K +$1.72K +89 +79%
BAM
213
Belpointe Asset Management
Nevada
$3.8K +$3.86K +200 New
MRCM
214
M&R Capital Management
New Jersey
$3.8K +$3.86K +200 New
HWA
215
Heritage Wealth Advisors
Virginia
$2.85K
CFGS
216
Concourse Financial Group Securities
Alabama
$2.36K
BCWM
217
Bartlett & Co Wealth Management
Ohio
$2.21K
BIA
218
Bell Investment Advisors
California
$2.01K +$2.05K +106 New
BC
219
Bartlett & Co
Ohio
$2K
SPIA
220
Steward Partners Investment Advisory
New York
$1.92K
NA
221
NewEdge Advisors
Louisiana
$1.8K +$1.83K +95 New
SWA
222
Sutton Wealth Advisors
Florida
$1.73K
GRP
223
Global Retirement Partners
California
$1.39K
WTA
224
Washington Trust Advisors
Massachusetts
$1.2K
BAAM
225
Baker Avenue Asset Management
California
$1.08K +$1.1K +57 New

JBGS Hedge Fund Activity: Q4 2022 in Review

240 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2022, worth a combined $2.03B — up 1.7% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new JBGS positions and 30 closed out — a net gain of 9 holders — while 83 added to existing stakes and 67 trimmed.

The largest buyer was Sessa Capital, opening a new position worth an estimated $38.3M. The largest seller was Centersquare Investment Management, cutting an estimated $62.7M.

  • 240 institutional investors held JBG SMITH (JBGS) as of Q4 2022, up from 233 in Q3 2022.
  • Funds reported $2.03B of JBG SMITH stock for Q4 2022, up 1.7% quarter-over-quarter.
  • 39 funds opened new JBG SMITH positions in Q4 2022 and 30 closed out, a net change of +9 holders.
  • The largest JBG SMITH buyer in Q4 2022 was Sessa Capital, an estimated $38.3M added.
  • The largest JBG SMITH seller in Q4 2022 was Centersquare Investment Management, an estimated $62.7M sold.

Based on aggregated 13F filings for Q4 2022.