JBG SMITH
JBGS
271 hedge funds and large institutions have $4.85B invested in JBG SMITH in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 118 increasing their positions, 52 reducing their positions, and 35 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 52
5% more capital invested
Capital invested by funds: $4.61B → $4.85B (+$232M)
0.9% more ownership
Funds ownership: 90.97% → 91.87% (+0.9%)
4% less funds holding
Funds holding: 283 → 271 (-12)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
26% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 35
59% less call options, than puts
Call options by funds: $164K | Put options by funds: $396K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$155M |
| 2 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$80.4M |
| 3 |
ZP
Zimmer Partners
New York
|
+$67.3M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$49.2M |
| 5 |
JP Morgan Chase
New York
|
+$45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Long Pond Capital
New York
|
-$50M |
| 2 |
YU
Yale University
New Haven,
Connecticut
|
-$43.2M |
| 3 |
SC
Sessa Capital
New York
|
-$23.8M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$15.1M |
| 5 |
IL
Investure LLC
Charlottesville,
Virginia
|
-$12.7M |
JBGS Hedge Fund Activity: Q2 2019 in Review
271 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q2 2019, worth a combined $4.85B — up 5% from $4.61B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of JBGS and 26 opened new positions — a net loss of 9 holders — while 52 trimmed existing stakes and 118 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $155M. The largest seller was Long Pond Capital, cutting an estimated $50M.
- 271 institutional investors held JBG SMITH (JBGS) as of Q2 2019, down from 283 in Q1 2019.
- Funds reported $4.85B of JBG SMITH stock for Q2 2019, up 5% quarter-over-quarter.
- 26 funds opened new JBG SMITH positions in Q2 2019 and 35 closed out, a net change of -9 holders.
- The largest JBG SMITH buyer in Q2 2019 was T. Rowe Price Associates, an estimated $155M added.
- The largest JBG SMITH seller in Q2 2019 was Long Pond Capital, an estimated $50M sold.
Based on aggregated 13F filings for Q2 2019.