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JBGS

JBG SMITH
JBGS

237 hedge funds and large institutions have $1.76B invested in JBG SMITH in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 62 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 62

45% more call options, than puts

Call options by funds: $437K | Put options by funds: $301K

6.75% more ownership

Funds ownership: 95.01% → 101.76% (+6.7%)

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

1% less funds holding

Funds holding: 240 → 237 (-3)

13% less capital invested

Capital invested by funds: $2.03B → $1.76B (-$267M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
237
Holders Change
-3
Holders Change %
-1.25%
% of All Funds
3.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
39
Increased
96
Reduced
62
Closed
41
Calls
$437K
Puts
$301K
Net Calls
+$136K
Net Calls Change
+$556K

Top Buyers

1
BlackRock
BlackRock
New York
+$100M
2
Deutsche Bank
Deutsche Bank
Germany
+$52M
3
Morgan Stanley
Morgan Stanley
New York
+$30.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$23.2M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$20.7M

Top Sellers

1
SC
Sessa Capital
New York
-$17.4M
2
SCGM
Starwood Capital Group Management
Florida
-$15.1M
3
WCP
Waterfront Capital Partners
New York
-$14.7M
4
Invesco
Invesco
Georgia
-$13.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
QL
201
Quarry LP
New York
$5.35K +$6.29K +355 New
HIA
202
Harbor Investment Advisory
Maryland
$5.24K +$71 +4 +1%
TIM
203
Tortoise Investment Management
New York
$5.13K – – –
Bessemer Group
204
Bessemer Group
New Jersey
$5K – – –
PTC
205
Private Trust Company
Ohio
$3.72K +$4.38K +247 New
CFO
206
CVA Family Office
Colorado
$3.61K +$4.26K +240 New
BIA
207
Bell Investment Advisors
California
$3.3K +$2K +113 +107%
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$3.27K +$3.85K +217 New
MRCM
209
M&R Capital Management
New Jersey
$3.01K – – –
PB
210
Pinnacle Bancorp
Nebraska
$2.88K – – –
AF
211
Allworth Financial
California
$2.05K +$2.41K +136 New
BC
212
Bartlett & Co
Ohio
$2K – – –
BAAM
213
Baker Avenue Asset Management
California
$1.9K +$1.22K +69 +121%
AAS
214
Ameritas Advisory Services
Nebraska
$1.79K +$2.11K +119 New
MCM
215
Manchester Capital Management
Vermont
$1.76K +$2.08K +117 New
OLVIG
216
Oliver Lagore Vanvalin Investment Group
Michigan
$1.76K +$2.08K +117 New
BCWM
217
Bartlett & Co Wealth Management
Ohio
$1.73K – – –
IA
218
IFP Advisors
Florida
$1.72K -$1.24K -70 -60%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$1.63K +$1.86K +105 +3,500%
CFGS
220
Concourse Financial Group Securities
Alabama
$1.55K -$355 -20 -16%
SPIA
221
Steward Partners Investment Advisory
New York
$1.52K – – –
PWMG
222
Prestige Wealth Management Group
New Jersey
$1.13K -$3.1K -175 -70%
PFBT
223
Parkside Financial Bank & Trust
Missouri
$1.1K +$337 +19 +35%
WTA
224
Washington Trust Advisors
Massachusetts
$949 – – –
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$753 – – –
7 8
9
10 11

JBGS Hedge Fund Activity: Q1 2023 in Review

237 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q1 2023, worth a combined $1.76B — down 13% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of JBGS and 39 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 96 added.

The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Sessa Capital, cutting an estimated $17.4M.

  • 237 institutional investors held JBG SMITH (JBGS) as of Q1 2023, down from 240 in Q4 2022.
  • Funds reported $1.76B of JBG SMITH stock for Q1 2023, down 13% quarter-over-quarter.
  • 39 funds opened new JBG SMITH positions in Q1 2023 and 41 closed out, a net change of -2 holders.
  • The largest JBG SMITH buyer in Q1 2023 was BlackRock, an estimated $100M added.
  • The largest JBG SMITH seller in Q1 2023 was Sessa Capital, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2023.