JBG SMITH
JBGS
217 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, 58 increasing their positions, 76 reducing their positions, and 26 closing their positions.
23% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 26
0% more funds holding
Funds holding: 216 → 217 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.9% less ownership
Funds ownership: 97.78% → 93.88% (-3.9%)
18% less capital invested
Capital invested by funds: $985M → $810M (-$175M)
24% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 76
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.32M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.1M |
| 2 |
LPC
Long Pond Capital
New York
|
+$4.26M |
| 3 |
PCM
Passive Capital Management
Baltimore,
Maryland
|
+$3.19M |
| 4 |
YAG
Yorkville Advisors Global
Mountainside,
New Jersey
|
+$2.29M |
| 5 |
Two Sigma Investments
New York
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.11M |
| 2 |
Goldman Sachs
New York
|
-$6.48M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.08M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$5.48M |
| 5 |
SG Americas Securities
New York
|
-$5.45M |
JBGS Hedge Fund Activity: Q1 2026 in Review
217 of the 8,126 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 26 closed out — a net gain of 6 holders — while 58 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.
- 217 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 26 closed out, a net change of +6 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.