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BFS

Saul Centers
BFS

125 hedge funds and large institutions have $412M invested in Saul Centers in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

9% more funds holding

Funds holding: 115 → 125 (+10)

4% more capital invested

Capital invested by funds: $396M → $412M (+$15.8M)

0.08% less ownership

Funds ownership: 42.23% → 42.15% (-0.08%)

Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
44
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ERSOT
Employees Retirement System of Texas
Texas
+$2.63M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.04M
3
MSA
Mason Street Advisors
Wisconsin
+$1.85M
4
Barclays
Barclays
United Kingdom
+$1.49M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
SCRM
Security Capital Research & Management
Illinois
-$5.85M
2
Invesco
Invesco
Georgia
-$5.34M
3
SAMC
Shinko Asset Management Company
Japan
-$1.55M
4
N
Nuveen
North Carolina
-$1.08M
5
Bank of America
Bank of America
North Carolina
-$924K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
76
Russell Frank Company
Washington
$395K +$272K +5,689 +202%
Sumitomo Mitsui Trust Group
77
Sumitomo Mitsui Trust Group
Japan
$391K -$23.9K -500 -6%
MAM
78
Martingale Asset Management
Massachusetts
$378K +$378K +7,903 New
Credit Agricole
79
Credit Agricole
France
$346K – – –
CONA
80
Capital One National Association
New York
$338K +$144 +3 +0%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$336K -$57.5K -1,200 -15%
ZIM
82
Zacks Investment Management
Illinois
$323K +$89.7K +1,873 +38%
U
83
UBS
Switzerland
$313K -$20.8K -434 -6%
AIG
84
American International Group
New York
$307K +$4.6K +96 +2%
NFA
85
Nationwide Fund Advisors
Ohio
$297K -$4.74K -99 -2%
LSERS
86
Louisiana State Employees Retirement System
Louisiana
$282K +$283K +5,900 New
Citadel Advisors
87
Citadel Advisors
Florida
$266K -$11.6K -242 -4%
CAM
88
Capstone Asset Management
Texas
$261K -$64.2K -1,340 -20%
KBC Group
89
KBC Group
Belgium
$250K +$63.3K +1,322 +34%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$242K +$152K +3,166 +167%
PA
91
Profund Advisors
Maryland
$236K +$237K +4,950 New
First Trust Advisors
92
First Trust Advisors
Illinois
$234K -$9.34K -195 -4%
CBOA
93
Commonwealth Bank of Australia
Australia
$231K – – –
ACI
94
AMP Capital Investors
Australia
$231K +$230K +4,800 New
GCP
95
GSA Capital Partners
United Kingdom
$224K +$225K +4,702 New
CCM
96
Carderock Capital Management
Maryland
$222K – – –
QI
97
Quotient Investors
New York
$210K – – –
VKH
98
Virtu KCG Holdings
New York
$210K +$211K +4,398 New
Wells Fargo
99
Wells Fargo
California
$196K -$499K -10,411 -72%
OIA
100
Optimum Investment Advisors
Illinois
$184K – – –
2 3
4
5 6

BFS Hedge Fund Activity: Q4 2013 in Review

125 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q4 2013, worth a combined $412M — up 4% from $396M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BFS positions and 6 closed out — a net gain of 10 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was Employees Retirement System of Texas, adding an estimated $2.63M. The largest seller was Security Capital Research & Management, cutting an estimated $5.85M.

  • 125 institutional investors held Saul Centers (BFS) as of Q4 2013, up from 115 in Q3 2013.
  • Funds reported $412M of Saul Centers stock for Q4 2013, up 4% quarter-over-quarter.
  • 16 funds opened new Saul Centers positions in Q4 2013 and 6 closed out, a net change of +10 holders.
  • The largest Saul Centers buyer in Q4 2013 was Employees Retirement System of Texas, an estimated $2.63M added.
  • The largest Saul Centers seller in Q4 2013 was Security Capital Research & Management, an estimated $5.85M sold.

Based on aggregated 13F filings for Q4 2013.