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BFS

Saul Centers
BFS

115 hedge funds and large institutions have $618M invested in Saul Centers in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0.52% more ownership

Funds ownership: 46.08% → 46.6% (+0.52%)

5% less funds holding

Funds holding: 121 → 115 (-6)

6% less capital invested

Capital invested by funds: $657M → $618M (-$38.5M)

Holders
115
Holders Change
-6
Holders Change %
-4.96%
% of All Funds
2.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
42
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$107M
2
Axa
Axa
France
+$3.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3M
4
State Street
State Street
Massachusetts
+$2.35M
5
Wells Fargo
Wells Fargo
California
+$1.73M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$3.87M
2
Principal Financial Group
Principal Financial Group
Iowa
-$3.48M
3
ZIM
Zacks Investment Management
Illinois
-$1.41M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$1.37M
5
Morgan Stanley
Morgan Stanley
New York
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Daiwa Securities Group
101
Daiwa Securities Group
Japan
$55K +$12.7K +200 +29%
AIP
102
Ameritas Investment Partners
Nebraska
$46K +$47.7K +748 New
QI
103
QS Investors
New York
$43K +$44.6K +700 New
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$29K -$9.75K -153 -24%
LIA
105
LS Investment Advisors
Michigan
$24K – – –
Lazard Asset Management
106
Lazard Asset Management
New York
$17K +$18.4K +289 New
US Bancorp
107
US Bancorp
Minnesota
$14K – – –
MAM
108
Meeder Asset Management
Ohio
$14K +$14.3K +225 New
SBL
109
Sargent Bickham Lagudis
Colorado
$11K -$9.94K -156 -47%
AIM
110
Acrospire Investment Management
Illinois
$9K -$6.37K -100 -39%
EA
111
Edge Advisors
Georgia
$5K +$5.54K +87 New
GAM
112
Gemmer Asset Management
California
$3K – – –
SEI Investments
113
SEI Investments
Pennsylvania
$3K – – –
DA
114
Denali Advisors
California
$1K -$1.98K -31 -56%
VCM
115
Versant Capital Management
Arizona
$1K – – –
ZIM
116
Zacks Investment Management
Illinois
– -$1.41M -21,175 Closed
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
– -$787K -11,811 Closed
MC
118
Menta Capital
California
– -$351K -5,267 Closed
BPM
119
Bowling Portfolio Management
Ohio
– -$307K -4,603 Closed
HSBC Holdings
120
HSBC Holdings
United Kingdom
– -$233K -3,505 Closed
PA
121
Parallel Advisors
California
– -$4K -63 Closed
Toronto Dominion Bank
122
Toronto Dominion Bank
Ontario, Canada
– -$3K -41 Closed
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -8 Closed
1 2 3 4
5

BFS Hedge Fund Activity: Q1 2017 in Review

115 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q1 2017, worth a combined $618M — down 5.9% from $657M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BFS positions and 9 closed out — a net gain of 1 holder — while 42 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $107M. The largest seller was T. Rowe Price Associates, cutting an estimated $3.87M.

  • 115 institutional investors held Saul Centers (BFS) as of Q1 2017, down from 121 in Q4 2016.
  • Funds reported $618M of Saul Centers stock for Q1 2017, down 5.9% quarter-over-quarter.
  • 10 funds opened new Saul Centers positions in Q1 2017 and 9 closed out, a net change of +1 holder.
  • The largest Saul Centers buyer in Q1 2017 was BlackRock, an estimated $107M added.
  • The largest Saul Centers seller in Q1 2017 was T. Rowe Price Associates, an estimated $3.87M sold.

Based on aggregated 13F filings for Q1 2017.