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JBGS

JBG SMITH
JBGS

218 hedge funds and large institutions have $810M invested in JBG SMITH in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

1% more funds holding

Funds holding: 216 → 218 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.79% less ownership

Funds ownership: 97.75% → 93.96% (-3.8%)

18% less capital invested

Capital invested by funds: $985M → $810M (-$174M)

22% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 76

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.32M

Holders
218
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
59
Reduced
76
Closed
27
Calls
–
Puts
$2.32M
Net Calls
-$2.32M
Net Calls Change
+$682K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.1M
2
LPC
Long Pond Capital
New York
+$4.26M
3
PCM
Passive Capital Management
Maryland
+$3.19M
4
YAG
Yorkville Advisors Global
New Jersey
+$2.29M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.91M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.11M
2
Goldman Sachs
Goldman Sachs
New York
-$6.48M
3
Bank of America
Bank of America
North Carolina
-$6.08M
4
Invesco
Invesco
Georgia
-$5.48M
5
SG Americas Securities
SG Americas Securities
New York
-$5.45M

JBGS Hedge Fund Activity: Q1 2026 in Review

218 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in JBG SMITH (JBGS) for Q1 2026, worth a combined $810M — down 18% from $985M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new JBGS positions and 27 closed out — a net gain of 5 holders — while 59 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was Jane Street, cutting an estimated $7.11M.

  • 218 institutional investors held JBG SMITH (JBGS) as of Q1 2026, up from 216 in Q4 2025.
  • Funds reported $810M of JBG SMITH stock for Q1 2026, down 18% quarter-over-quarter.
  • 32 funds opened new JBG SMITH positions in Q1 2026 and 27 closed out, a net change of +5 holders.
  • The largest JBG SMITH buyer in Q1 2026 was Morgan Stanley, an estimated $10.1M added.
  • The largest JBG SMITH seller in Q1 2026 was Jane Street, an estimated $7.11M sold.

Based on aggregated 13F filings for Q1 2026.