JBG SMITH
JBGS
265 hedge funds and large institutions have $3.5B invested in JBG SMITH in 2017 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 81 reducing their positions, and 55 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
11% more capital invested
Capital invested by funds: $3.14B → $3.5B (+$361M)
7.82% more ownership
Funds ownership: 77.68% → 85.5% (+7.8%)
4% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 55
10% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 81
1% less funds holding
Funds holding: 268 → 265 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.94M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Long Pond Capital
New York
|
+$93.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$84.6M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$49.1M |
| 4 |
VCM
V3 Capital Management
Dallas,
Texas
|
+$43.5M |
| 5 |
AAMU
APG Asset Management US
New York
|
+$41.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kemnay Advisory Services
New York
|
-$45M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$31.1M |
| 3 |
ECP
Empyrean Capital Partners
Los Angeles,
California
|
-$30.8M |
| 4 |
Morgan Stanley
New York
|
-$24.9M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$16.2M |
JBGS Hedge Fund Activity: Q4 2017 in Review
265 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2017, worth a combined $3.5B — up 11% from $3.14B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of JBGS and 53 opened new positions — a net loss of 2 holders — while 81 trimmed existing stakes and 73 added.
The largest buyer was Long Pond Capital, adding an estimated $93.5M. The largest seller was Kemnay Advisory Services, exiting entirely with an estimated $45M sold.
- 265 institutional investors held JBG SMITH (JBGS) as of Q4 2017, down from 268 in Q3 2017.
- Funds reported $3.5B of JBG SMITH stock for Q4 2017, up 11% quarter-over-quarter.
- 53 funds opened new JBG SMITH positions in Q4 2017 and 55 closed out, a net change of -2 holders.
- The largest JBG SMITH buyer in Q4 2017 was Long Pond Capital, an estimated $93.5M added.
- The largest JBG SMITH seller in Q4 2017 was Kemnay Advisory Services, an estimated $45M sold.
Based on aggregated 13F filings for Q4 2017.