JBG SMITH
JBGS
232 hedge funds and large institutions have $3.22B invested in JBG SMITH in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 102 reducing their positions, and 37 closing their positions.
1.03% less ownership
Funds ownership: 91.07% → 90.03% (-1%)
6% less funds holding
Funds holding: 247 → 232 (-15)
10% less capital invested
Capital invested by funds: $3.6B → $3.22B (-$375M)
31% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 102
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
38% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 37
71% less call options, than puts
Call options by funds: $230K | Put options by funds: $794K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$41M |
| 2 |
AAMU
APG Asset Management US
New York
|
+$22M |
| 3 |
VCM
V3 Capital Management
Dallas,
Texas
|
+$21.9M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$12.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$65.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$23.9M |
| 3 |
YU
Yale University
New Haven,
Connecticut
|
-$14M |
| 4 |
State Street
Boston,
Massachusetts
|
-$12.3M |
| 5 |
BlackRock
New York
|
-$12.2M |
JBGS Hedge Fund Activity: Q3 2020 in Review
232 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q3 2020, worth a combined $3.22B — down 10% from $3.6B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of JBGS and 23 opened new positions — a net loss of 14 holders — while 102 trimmed existing stakes and 70 added.
The largest buyer was Canada Pension Plan Investment Board, adding an estimated $41M. The largest seller was T. Rowe Price Associates, cutting an estimated $65.3M.
- 232 institutional investors held JBG SMITH (JBGS) as of Q3 2020, down from 247 in Q2 2020.
- Funds reported $3.22B of JBG SMITH stock for Q3 2020, down 10% quarter-over-quarter.
- 23 funds opened new JBG SMITH positions in Q3 2020 and 37 closed out, a net change of -14 holders.
- The largest JBG SMITH buyer in Q3 2020 was Canada Pension Plan Investment Board, an estimated $41M added.
- The largest JBG SMITH seller in Q3 2020 was T. Rowe Price Associates, an estimated $65.3M sold.
Based on aggregated 13F filings for Q3 2020.