JBG SMITH
JBGS
276 hedge funds and large institutions have $3.41B invested in JBG SMITH in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 77 reducing their positions, and 22 closing their positions.
59% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 22
4% more funds holding
Funds holding: 265 → 276 (+11)
8% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 77
0.22% more ownership
Funds ownership: 85.5% → 85.72% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
3% less capital invested
Capital invested by funds: $3.5B → $3.41B (-$92.7M)
53% less call options, than puts
Call options by funds: $351K | Put options by funds: $753K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$42.9M |
| 2 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$32M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.2M |
| 4 |
NMVA
New Mountain Vantage Advisers
New York
|
+$16.1M |
| 5 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$79.6M |
| 2 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$29.3M |
| 3 |
Goldman Sachs
New York
|
-$24.1M |
| 4 |
Morgan Stanley
New York
|
-$18M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$16.7M |
JBGS Hedge Fund Activity: Q1 2018 in Review
276 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q1 2018, worth a combined $3.41B — down 2.6% from $3.5B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new JBGS positions and 22 closed out — a net gain of 13 holders — while 83 added to existing stakes and 77 trimmed.
The largest buyer was Norges Bank, adding an estimated $42.9M. The largest seller was Bank of New York Mellon, cutting an estimated $79.6M.
- 276 institutional investors held JBG SMITH (JBGS) as of Q1 2018, up from 265 in Q4 2017.
- Funds reported $3.41B of JBG SMITH stock for Q1 2018, down 2.6% quarter-over-quarter.
- 35 funds opened new JBG SMITH positions in Q1 2018 and 22 closed out, a net change of +13 holders.
- The largest JBG SMITH buyer in Q1 2018 was Norges Bank, an estimated $42.9M added.
- The largest JBG SMITH seller in Q1 2018 was Bank of New York Mellon, an estimated $79.6M sold.
Based on aggregated 13F filings for Q1 2018.