JBG SMITH
JBGS
248 hedge funds and large institutions have $3.24B invested in JBG SMITH in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 95 reducing their positions, and 28 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
43% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 28
4% more funds holding
Funds holding: 238 → 248 (+10)
1.9% more ownership
Funds ownership: 85.36% → 87.27% (+1.9%)
3% less capital invested
Capital invested by funds: $3.33B → $3.24B (-$89.7M)
22% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 95
Top Buyers
| 1 |
LPC
Long Pond Capital
New York
|
+$79M |
| 2 |
JP Morgan Chase
New York
|
+$43.4M |
| 3 |
BlackRock
New York
|
+$18.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$10.8M |
| 5 |
JC
JBF Capital
Aspen,
Colorado
|
+$4.73M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$51.1M |
| 2 |
BAMCO Inc
New York
|
-$34.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$29.6M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.5M |
| 5 |
Millennium Management
New York
|
-$10.9M |
JBGS Hedge Fund Activity: Q4 2021 in Review
248 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q4 2021, worth a combined $3.24B — down 2.7% from $3.33B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new JBGS positions and 28 closed out — a net gain of 12 holders — while 74 added to existing stakes and 95 trimmed.
The largest buyer was Long Pond Capital, adding an estimated $79M. The largest seller was Invesco, cutting an estimated $51.1M.
- 248 institutional investors held JBG SMITH (JBGS) as of Q4 2021, up from 238 in Q3 2021.
- Funds reported $3.24B of JBG SMITH stock for Q4 2021, down 2.7% quarter-over-quarter.
- 40 funds opened new JBG SMITH positions in Q4 2021 and 28 closed out, a net change of +12 holders.
- The largest JBG SMITH buyer in Q4 2021 was Long Pond Capital, an estimated $79M added.
- The largest JBG SMITH seller in Q4 2021 was Invesco, an estimated $51.1M sold.
Based on aggregated 13F filings for Q4 2021.