JBG SMITH
JBGS
283 hedge funds and large institutions have $3.72B invested in JBG SMITH in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 37 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 67
22% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 37
9% more capital invested
Capital invested by funds: $3.41B → $3.72B (+$311M)
3% more funds holding
Funds holding: 276 → 283 (+7)
0.73% more ownership
Funds ownership: 85.72% → 86.44% (+0.73%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
57% less call options, than puts
Call options by funds: $882K | Put options by funds: $2.08M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$42.6M |
| 2 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$32.7M |
| 3 |
JP Morgan Chase
New York
|
+$16.5M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$13.6M |
| 5 |
TA
Teachers Advisors
New York
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$39.3M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$25.1M |
| 3 |
LPC
Long Pond Capital
New York
|
-$23.7M |
| 4 |
VCM
V3 Capital Management
Dallas,
Texas
|
-$18.2M |
| 5 |
WCP
Waterfront Capital Partners
New York
|
-$14.1M |
JBGS Hedge Fund Activity: Q2 2018 in Review
283 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q2 2018, worth a combined $3.72B — up 9.1% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new JBGS positions and 37 closed out — a net gain of 8 holders — while 94 added to existing stakes and 67 trimmed.
The largest buyer was BlackRock, adding an estimated $42.6M. The largest seller was Morgan Stanley, cutting an estimated $39.3M.
- 283 institutional investors held JBG SMITH (JBGS) as of Q2 2018, up from 276 in Q1 2018.
- Funds reported $3.72B of JBG SMITH stock for Q2 2018, up 9.1% quarter-over-quarter.
- 45 funds opened new JBG SMITH positions in Q2 2018 and 37 closed out, a net change of +8 holders.
- The largest JBG SMITH buyer in Q2 2018 was BlackRock, an estimated $42.6M added.
- The largest JBG SMITH seller in Q2 2018 was Morgan Stanley, an estimated $39.3M sold.
Based on aggregated 13F filings for Q2 2018.