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BFS

Saul Centers
BFS

114 hedge funds and large institutions have $627M invested in Saul Centers in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $581M → $627M (+$45.8M)

0.17% less ownership

Funds ownership: 46.58% → 46.42% (-0.17%)

4% less funds holding

Funds holding: 119 → 114 (-5)

10% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 40

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
36
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Axa
Axa
France
+$3.85M
2
BlackRock
BlackRock
New York
+$2.95M
3
Goldman Sachs
Goldman Sachs
New York
+$2.2M
4
Millennium Management
Millennium Management
New York
+$1.52M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$3.75M
2
Principal Financial Group
Principal Financial Group
Iowa
-$1.36M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$544K
4
Ameriprise
Ameriprise
Minnesota
-$501K
5
Two Sigma Investments
Two Sigma Investments
New York
-$412K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$29K -$181 -3 -0.6%
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$29K – – –
LIA
103
LS Investment Advisors
Michigan
$24K – – –
PAM
104
Panagora Asset Management
Massachusetts
$16K -$147K -2,441 -91%
US Bancorp
105
US Bancorp
Minnesota
$15K – – –
MAM
106
Meeder Asset Management
Ohio
$14K – – –
SBL
107
Sargent Bickham Lagudis
Colorado
$11K – – –
SEI Investments
108
SEI Investments
Pennsylvania
$5K +$2.17K +36 +82%
GAM
109
Gemmer Asset Management
California
$3K – – –
Toronto Dominion Bank
110
Toronto Dominion Bank
Ontario, Canada
$1K -$724 -12 -57%
VCM
111
Versant Capital Management
Arizona
$1K – – –
WAM
112
Wealthspire Advisors (Maryland)
Maryland
$1K +$663 +11 New
AssetMark Inc
113
AssetMark Inc
California
$1K +$905 +15 New
VRS
114
Virginia Retirement Systems
Virginia
– -$278K -4,800 Closed
JG
115
Jefferies Group
New York
– -$248K -4,282 Closed
GH
116
GAM Holding
Switzerland
– -$71K -1,231 Closed
Lazard Asset Management
117
Lazard Asset Management
New York
– -$16K -289 Closed
BWA
118
BDO Wealth Advisors
Florida
– -$14K -250 Closed
PA
119
Parallel Advisors
California
– -$8K -139 Closed
EA
120
Edge Advisors
Georgia
– -$5K -87 Closed
AIM
121
Acrospire Investment Management
Illinois
– -$3K -54 Closed
DA
122
Denali Advisors
California
– -$1K -19 Closed
1 2 3 4
5

BFS Hedge Fund Activity: Q3 2017 in Review

114 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q3 2017, worth a combined $627M — up 7.9% from $581M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BFS and 6 opened new positions — a net loss of 4 holders — while 40 trimmed existing stakes and 36 added.

The largest buyer was Axa, adding an estimated $3.85M. The largest seller was Charles Schwab, cutting an estimated $3.75M.

  • 114 institutional investors held Saul Centers (BFS) as of Q3 2017, down from 119 in Q2 2017.
  • Funds reported $627M of Saul Centers stock for Q3 2017, up 7.9% quarter-over-quarter.
  • 6 funds opened new Saul Centers positions in Q3 2017 and 10 closed out, a net change of -4 holders.
  • The largest Saul Centers buyer in Q3 2017 was Axa, an estimated $3.85M added.
  • The largest Saul Centers seller in Q3 2017 was Charles Schwab, an estimated $3.75M sold.

Based on aggregated 13F filings for Q3 2017.