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JBGS

JBG SMITH

208 hedge funds and large institutions have $1.42B invested in JBG SMITH in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $705K | Put options by funds: $341K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

1% less funds holding

Funds holding: 210208 (-2)

5.66% less ownership

Funds ownership: 102.27%96.61% (-5.7%)

14% less capital invested

Capital invested by funds: $1.66B → $1.42B (-$240M)

53% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 91

Holders
208
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
43
Reduced
91
Closed
24
Calls
$705K
Puts
$341K
Net Calls
+$364K
Net Calls Change
+$895K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$293M +$1.4M +83,987 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$237M -$8.6M -516,057 -3%
LPC
3
Long Pond Capital
New York
$112M -$885K -53,075 -0.8%
Morgan Stanley
4
Morgan Stanley
New York
$108M -$122M -7,312,881 -52%
Norges Bank
5
Norges Bank
Norway
$96.7M
State Street
6
State Street
Massachusetts
$89.9M -$12M -718,966 -11%
Citigroup
7
Citigroup
New York
$46.7M +$766K +45,969 +2%
TSW
8
Thompson Siegel & Walmsley
Virginia
$35.6M +$2.5M +150,099 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$35.4M -$927K -55,652 -2%
Charles Schwab
10
Charles Schwab
California
$32.6M +$1.4M +83,960 +4%
PMG
11
Private Management Group
California
$25.3M -$101K -6,035 -0.4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$20.6M -$615K -36,910 -3%
UBS Group
13
UBS Group
Switzerland
$16.9M +$772K +46,311 +5%
Northern Trust
14
Northern Trust
Illinois
$16.5M -$1.3M -77,748 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$15.4M -$543K -32,599 -3%
Legal & General Group
16
Legal & General Group
United Kingdom
$14M -$1.24M -74,683 -8%
JP Morgan Chase
17
JP Morgan Chase
New York
$13.9M +$9.19M +551,330 +175%
N
18
Nuveen
North Carolina
$13.5M +$2.84M +170,519 +25%
ACB
19
Aristotle Capital Boston
Massachusetts
$12.9M -$187K -11,201 -1%
Goldman Sachs
20
Goldman Sachs
New York
$11.7M +$4M +240,222 +49%
Wells Fargo
21
Wells Fargo
California
$11M -$102K -6,109 -0.9%
Bank of America
22
Bank of America
North Carolina
$9.46M +$1.66M +99,482 +20%
UBS AM
23
UBS AM
Illinois
$9.32M -$339K -20,325 -3%
LIP
24
Lighthouse Investment Partners
Florida
$8.03M +$5M +300,000 +150%
Principal Financial Group
25
Principal Financial Group
Iowa
$7.27M -$46.8K -2,806 -0.6%

JBGS Hedge Fund Activity: Q1 2024 in Review

208 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q1 2024, worth a combined $1.42B — down 14% from $1.66B a quarter earlier.

Fund positioning in JBGS was balanced in Q1 2024: 24 funds opened new positions, 24 closed out, 43 added to existing stakes and 91 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $9.19M. The largest seller was Morgan Stanley, cutting an estimated $122M.

  • 208 institutional investors held JBG SMITH (JBGS) as of Q1 2024, down from 210 in Q4 2023.
  • Funds reported $1.42B of JBG SMITH stock for Q1 2024, down 14% quarter-over-quarter.
  • 24 funds opened new JBG SMITH positions in Q1 2024 and 24 closed out, a net change of 0 holders.
  • The largest JBG SMITH buyer in Q1 2024 was JP Morgan Chase, an estimated $9.19M added.
  • The largest JBG SMITH seller in Q1 2024 was Morgan Stanley, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2024.