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JBGS

JBG SMITH
JBGS

233 hedge funds and large institutions have $3.71B invested in JBG SMITH in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $3.22B → $3.71B (+$492M)

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 232 → 233 (+1)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.31% less ownership

Funds ownership: 90.03% → 89.73% (-0.31%)

31% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 94

98% less call options, than puts

Call options by funds: $25K | Put options by funds: $1.52M

Holders
233
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
33
Increased
65
Reduced
94
Closed
30
Calls
$25K
Puts
$1.52M
Net Calls
-$1.5M
Net Calls Change
-$934K

Top Buyers

1
Invesco
Invesco
Georgia
+$53.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$43.7M
3
Morgan Stanley
Morgan Stanley
New York
+$6.47M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$4.88M
5
BlackRock
BlackRock
New York
+$4.82M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$36.6M
2
LPC
Long Pond Capital
New York
-$30.8M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$27.3M
4
CIM
Centersquare Investment Management
Pennsylvania
-$16M
5
VCM
V3 Capital Management
Texas
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$535M +$3.23M +112,202 +0.7%
BlackRock
2
BlackRock
New York
$408M +$4.82M +167,056 +1%
Norges Bank
3
Norges Bank
Norway
$366M – – –
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$271M -$36.6M -1,270,456 -13%
AAMU
5
APG Asset Management US
New York
$226M – – –
State Street
6
State Street
Massachusetts
$157M +$1.46M +50,816 +1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$156M +$43.7M +1,517,621 +44%
JP Morgan Chase
8
JP Morgan Chase
New York
$145M +$3.68M +127,779 +3%
CIM
9
Centersquare Investment Management
Pennsylvania
$142M -$16M -553,400 -11%
VCM
10
V3 Capital Management
Texas
$99.6M -$13.3M -461,547 -13%
LPC
11
Long Pond Capital
New York
$90.2M -$30.8M -1,069,815 -27%
Invesco
12
Invesco
Georgia
$87.6M +$53.1M +1,841,834 +192%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$75.4M +$1.56M +54,030 +2%
TSW
14
Thompson Siegel & Walmsley
Virginia
$71.8M +$4.88M +169,139 +8%
TOPU
15
Trustees of Princeton University
New Jersey
$55M – – –
Northern Trust
16
Northern Trust
Illinois
$54.4M -$3.17M -110,051 -6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$52.8M -$1.52M -52,650 -3%
Morgan Stanley
18
Morgan Stanley
New York
$47.8M +$6.47M +224,573 +17%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$45.9M -$677K -23,500 -2%
Charles Schwab
20
Charles Schwab
California
$43.3M +$344K +11,925 +0.9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$36.8M -$1.42M -49,226 -4%
Legal & General Group
22
Legal & General Group
United Kingdom
$30.4M +$244K +8,477 +0.9%
Federated Hermes
23
Federated Hermes
Pennsylvania
$28.6M -$27.3M -946,334 -51%
TAM
24
Third Avenue Management
New York
$27.9M -$4.34M -150,630 -14%
UBS AM
25
UBS AM
Illinois
$23.6M +$3.71M +128,617 +20%
1
2 3 4 5

JBGS Hedge Fund Activity: Q4 2020 in Review

233 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2020, worth a combined $3.71B — up 15% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new JBGS positions and 30 closed out — a net gain of 3 holders — while 65 added to existing stakes and 94 trimmed.

The largest buyer was Invesco, adding an estimated $53.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $36.6M.

  • 233 institutional investors held JBG SMITH (JBGS) as of Q4 2020, up from 232 in Q3 2020.
  • Funds reported $3.71B of JBG SMITH stock for Q4 2020, up 15% quarter-over-quarter.
  • 33 funds opened new JBG SMITH positions in Q4 2020 and 30 closed out, a net change of +3 holders.
  • The largest JBG SMITH buyer in Q4 2020 was Invesco, an estimated $53.1M added.
  • The largest JBG SMITH seller in Q4 2020 was T. Rowe Price Associates, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2020.