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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
AIP
101
Ameritas Investment Partners
Nebraska
$32K – – –
MOACM
102
Mutual of America Capital Management
New York
$17K +$4.02K +89 +21%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$16K – – –
AA
104
Advisory Alpha
Michigan
$13.9K – – –
FHA
105
Flagship Harbor Advisors
Massachusetts
$11K – – –
LIA
106
LS Investment Advisors
Michigan
$11K – – –
NPP
107
New Potomac Partners
Maryland
$11K +$14.7K +325 New
Fuller & Thaler Asset Management
108
Fuller & Thaler Asset Management
California
$10K – – –
SSB
109
Sandy Spring Bank
Maryland
$10K – – –
BWA
110
BDO Wealth Advisors
Florida
$8K – – –
VCM
111
Versant Capital Management
Arizona
$6K +$8.03K +178 +890%
SPIA
112
Steward Partners Investment Advisory
New York
$5K – – –
VanEck Associates
113
VanEck Associates
New York
$5K +$3.43K +76 +107%
Pacer Advisors
114
Pacer Advisors
Pennsylvania
$4K -$5.42K -120 -48%
US Bancorp
115
US Bancorp
Minnesota
$4K -$2.62K -58 -34%
SWA
116
Sutton Wealth Advisors
Florida
$3.93K -$1.53K -34 -22%
QCG
117
Quadrant Capital Group
Ohio
$3K -$19.1K -423 -82%
GT
118
Glenmede Trust
Pennsylvania
$3K – – –
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$2.26K -50 -50%
TWA
120
TCI Wealth Advisors
Arizona
$2K -$587 -13 -19%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
GWS
122
Glassman Wealth Services
Virginia
$1K – – –
IFAM
123
Institutional & Family Asset Management
Colorado
$1K – – –
WT
124
Whittier Trust
California
$1K – – –
TFO
125
Tarbox Family Office
California
$1K +$993 +22 New
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.