JBG SMITH
JBGS
243 hedge funds and large institutions have $3.66B invested in JBG SMITH in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 76 reducing their positions, and 20 closing their positions.
60% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 20
11% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 76
4% more funds holding
Funds holding: 233 → 243 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.58% less ownership
Funds ownership: 88.91% → 88.32% (-0.58%)
1% less capital invested
Capital invested by funds: $3.72B → $3.66B (-$55.5M)
100% less call options, than puts
Call options by funds: $3K | Put options by funds: $620K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
+$51.7M |
| 2 |
JP Morgan Chase
New York
|
+$39M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$15.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$14.6M |
| 5 |
Jane Street
New York
|
+$9.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
APG Asset Management US
New York
|
-$88.8M |
| 2 |
LPC
Long Pond Capital
New York
|
-$38.8M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$26.6M |
| 4 |
Morgan Stanley
New York
|
-$16.6M |
| 5 |
BlackRock
New York
|
-$11.6M |
JBGS Hedge Fund Activity: Q2 2021 in Review
243 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q2 2021, worth a combined $3.66B — down 1.5% from $3.72B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new JBGS positions and 20 closed out — a net gain of 12 holders — while 84 added to existing stakes and 76 trimmed.
The largest buyer was BAMCO Inc, opening a new position worth an estimated $51.7M. The largest seller was APG Asset Management US, cutting an estimated $88.8M.
- 243 institutional investors held JBG SMITH (JBGS) as of Q2 2021, up from 233 in Q1 2021.
- Funds reported $3.66B of JBG SMITH stock for Q2 2021, down 1.5% quarter-over-quarter.
- 32 funds opened new JBG SMITH positions in Q2 2021 and 20 closed out, a net change of +12 holders.
- The largest JBG SMITH buyer in Q2 2021 was BAMCO Inc, an estimated $51.7M added.
- The largest JBG SMITH seller in Q2 2021 was APG Asset Management US, an estimated $88.8M sold.
Based on aggregated 13F filings for Q2 2021.