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BFS

Saul Centers
BFS

126 hedge funds and large institutions have $371M invested in Saul Centers in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 43

1.12% more ownership

Funds ownership: 47.43% → 48.55% (+1.1%)

13% less funds holding

Funds holding: 145 → 126 (-19)

36% less capital invested

Capital invested by funds: $578M → $371M (-$208M)

71% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 24

Holders
126
Holders Change
-19
Holders Change %
-13.1%
% of All Funds
2.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
48
Reduced
43
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$16.6M
2
Principal Financial Group
Principal Financial Group
Iowa
+$9.71M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$4.46M
4
State Street
State Street
Massachusetts
+$2.27M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.65M
2
PAM
Panagora Asset Management
Massachusetts
-$2.34M
3
BlackRock
BlackRock
New York
-$2.33M
4
JG
Jefferies Group
New York
-$1.86M
5
OAM
Oxford Asset Management
United Kingdom
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IndexIQ Advisors
New York
$191K +$263K +5,832 New
II
77
Inspire Investing
Idaho
$190K +$262K +5,807 New
SG Americas Securities
78
SG Americas Securities
New York
$186K +$142K +3,145 +124%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
79
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$183K -$367K -8,124 -59%
MIM
80
MetLife Investment Management
New Jersey
$177K – – –
AAMU
81
Amundi Asset Management US
Massachusetts
$176K -$677 -15 -0.3%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$166K +$73.2K +1,621 +47%
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$158K – – –
OPERF
84
Oregon Public Employees Retirement Fund
Oregon
$153K – – –
Victory Capital Management
85
Victory Capital Management
Texas
$148K +$47.2K +1,045 +30%
Cohen & Steers
86
Cohen & Steers
New York
$145K +$200K +4,433 New
MSA
87
Mason Street Advisors
Wisconsin
$134K – – –
MERSOM
88
Municipal Employees' Retirement System of Michigan
Michigan
$120K +$4.06K +90 +3%
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$113K – – –
OIA
90
Optimum Investment Advisors
Illinois
$111K – – –
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$110K +$32.4K +718 +27%
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$106K – – –
Macquarie Group
93
Macquarie Group
Australia
$79K – – –
DA
94
Denali Advisors
California
$79K +$94.8K +2,100 +700%
LWANC
95
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K -$271K -6,000 -75%
QI
96
QS Investors
New York
$56K – – –
KBC Group
97
KBC Group
Belgium
$55K – – –
Osaic Holdings
98
Osaic Holdings
Arizona
$45K +$61.5K +1,363 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$33K -$4.15K -92 -8%
DOA
100
D'Orazio & Associates
Virginia
$33K – – –
2 3
4
5 6

BFS Hedge Fund Activity: Q1 2020 in Review

126 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q1 2020, worth a combined $371M — down 36% from $578M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of BFS and 7 opened new positions — a net loss of 17 holders — while 43 trimmed existing stakes and 48 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $16.6M. The largest seller was Morgan Stanley, cutting an estimated $2.65M.

  • 126 institutional investors held Saul Centers (BFS) as of Q1 2020, down from 145 in Q4 2019.
  • Funds reported $371M of Saul Centers stock for Q1 2020, down 36% quarter-over-quarter.
  • 7 funds opened new Saul Centers positions in Q1 2020 and 24 closed out, a net change of -17 holders.
  • The largest Saul Centers buyer in Q1 2020 was T. Rowe Price Associates, an estimated $16.6M added.
  • The largest Saul Centers seller in Q1 2020 was Morgan Stanley, an estimated $2.65M sold.

Based on aggregated 13F filings for Q1 2020.