JBG SMITH
JBGS
225 hedge funds and large institutions have $2.56B invested in JBG SMITH in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 102 reducing their positions, and 24 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
0.45% more ownership
Funds ownership: 87.21% → 87.65% (+0.45%)
3% less funds holding
Funds holding: 233 → 225 (-8)
13% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 24
21% less capital invested
Capital invested by funds: $3.25B → $2.56B (-$689M)
34% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 102
91% less call options, than puts
Call options by funds: $14K | Put options by funds: $152K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCP
Waterfront Capital Partners
New York
|
+$20.2M |
| 2 |
JP Morgan Chase
New York
|
+$11.3M |
| 3 |
LPC
Long Pond Capital
New York
|
+$9.04M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.99M |
| 5 |
AFA
Alta Fundamental Advisers
New York
|
+$7.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
APG Asset Management US
New York
|
-$22M |
| 2 |
VCM
V3 Capital Management
Dallas,
Texas
|
-$18.9M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$14.3M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$11.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$10.5M |
JBGS Hedge Fund Activity: Q2 2022 in Review
225 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q2 2022, worth a combined $2.56B — down 21% from $3.25B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of JBGS and 21 opened new positions — a net loss of 3 holders — while 102 trimmed existing stakes and 67 added.
The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $20.2M. The largest seller was APG Asset Management US, cutting an estimated $22M.
- 225 institutional investors held JBG SMITH (JBGS) as of Q2 2022, down from 233 in Q1 2022.
- Funds reported $2.56B of JBG SMITH stock for Q2 2022, down 21% quarter-over-quarter.
- 21 funds opened new JBG SMITH positions in Q2 2022 and 24 closed out, a net change of -3 holders.
- The largest JBG SMITH buyer in Q2 2022 was Waterfront Capital Partners, an estimated $20.2M added.
- The largest JBG SMITH seller in Q2 2022 was APG Asset Management US, an estimated $22M sold.
Based on aggregated 13F filings for Q2 2022.