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BFS

Saul Centers
BFS

114 hedge funds and large institutions have $526M invested in Saul Centers in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% more funds holding

Funds holding: 113 → 114 (+1)

0.2% more ownership

Funds ownership: 46.62% → 46.82% (+0.2%)

17% less capital invested

Capital invested by funds: $630M → $526M (-$105M)

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
45
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.39M
2
Axa
Axa
France
+$2.23M
3
Millennium Management
Millennium Management
New York
+$1.86M
4
Deutsche Bank
Deutsche Bank
Germany
+$1.24M
5
Invesco
Invesco
Georgia
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$6.7M
2
Principal Financial Group
Principal Financial Group
Iowa
-$1.23M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.19M
4
BPM
Bowling Portfolio Management
Ohio
-$981K
5
TCIM
TIAA CREF Investment Management
New York
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$15K – – –
BWA
102
BDO Wealth Advisors
Florida
$13K +$13.3K +250 New
SPIA
103
Steward Partners Investment Advisory
New York
$10K +$10.6K +200 New
SBL
104
Sargent Bickham Lagudis
Colorado
$9K – – –
SEI Investments
105
SEI Investments
Pennsylvania
$8K +$3.93K +74 +93%
TL
106
TrueWealth LLC
Georgia
$5K – – –
WAM
107
Wealthspire Advisors (Maryland)
Maryland
$3K -$584 -11 -17%
GAM
108
Gemmer Asset Management
California
$3K – – –
JA
109
JOYN Advisors
Georgia
$2K +$2.07K +39 New
QCG
110
Quadrant Capital Group
Ohio
$2K +$2.18K +41 New
S
111
SignatureFD
Georgia
$2K +$2.44K +46 New
VCM
112
Versant Capital Management
Arizona
$1K – – –
IFAM
113
Institutional & Family Asset Management
Colorado
$1K +$849 +16 New
CAW
114
Cornerstone Advisors (Washington)
Washington
$1K +$1.17K +22 New
BPM
115
Bowling Portfolio Management
Ohio
– -$981K -15,888 Closed
MC
116
Menta Capital
California
– -$360K -5,823 Closed
CI
117
Cigna Investments
Connecticut
– -$284K -4,612 Closed
JG
118
Jefferies Group
New York
– -$284K -4,600 Closed
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
– -$277K -4,490 Closed
Russell Investments Group
120
Russell Investments Group
United Kingdom
– -$272K -4,390 Closed
FQ
121
First Quadrant
California
– -$253K -4,104 Closed
Parallax Volatility Advisers
122
Parallax Volatility Advisers
California
– -$106K -1,722 Closed
PAM
123
Panagora Asset Management
Massachusetts
– -$15K -251 Closed
MAM
124
Meeder Asset Management
Ohio
– -$7K -111 Closed
ST
125
Smithfield Trust
Pennsylvania
– -$5K -75 Closed
2 3 4
5
6

BFS Hedge Fund Activity: Q1 2018 in Review

114 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q1 2018, worth a combined $526M — down 17% from $630M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BFS positions and 14 closed out — a net gain of 1 holder — while 45 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $2.39M. The largest seller was Vanguard Group, cutting an estimated $6.7M.

  • 114 institutional investors held Saul Centers (BFS) as of Q1 2018, up from 113 in Q4 2017.
  • Funds reported $526M of Saul Centers stock for Q1 2018, down 17% quarter-over-quarter.
  • 15 funds opened new Saul Centers positions in Q1 2018 and 14 closed out, a net change of +1 holder.
  • The largest Saul Centers buyer in Q1 2018 was BlackRock, an estimated $2.39M added.
  • The largest Saul Centers seller in Q1 2018 was Vanguard Group, an estimated $6.7M sold.

Based on aggregated 13F filings for Q1 2018.