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BFS

Saul Centers
BFS

135 hedge funds and large institutions have $586M invested in Saul Centers in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $481M → $586M (+$105M)

7% more funds holding

Funds holding: 126 → 135 (+9)

8% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 39

0.41% more ownership

Funds ownership: 46.28% → 46.7% (+0.41%)

Holders
135
Holders Change
+9
Holders Change %
+7.14%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
42
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.09M
2
DHFB
Dixon Hubard Feinour & Brown
Virginia
+$3.03M
3
BlackRock
BlackRock
New York
+$1.8M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.69M
5
PPA
Parametric Portfolio Associates
Washington
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.33M
2
N
Nuveen
North Carolina
-$893K
3
Millennium Management
Millennium Management
New York
-$830K
4
AA
ALPS Advisors
Colorado
-$723K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$691K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
101
Laurel Wealth Advisors (North Carolina)
North Carolina
$90K – – –
KBC Group
102
KBC Group
Belgium
$89K – – –
CT
103
Cambridge Trust
Massachusetts
$53K +$49.7K +1,000 New
AIP
104
Ameritas Investment Partners
Nebraska
$52K – – –
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$51K – – –
SWA
106
Sutton Wealth Advisors
Florida
$30.5K +$199 +4 +0.7%
SWM
107
Spire Wealth Management
Virginia
$27K – – –
VCM
108
Versant Capital Management
Arizona
$27K – – –
WFS
109
Widmann Financial Services
Maryland
$26K +$24.9K +500 New
MIFH
110
Migdal Insurance & Financial Holdings
Israel
$20K -$9.25K -186 -33%
SPIA
111
Steward Partners Investment Advisory
New York
$18K – – –
US Bancorp
112
US Bancorp
Minnesota
$16K – – –
QCG
113
Quadrant Capital Group
Ohio
$12K – – –
DHGWA
114
Dixon Hughes Goodman Wealth Advisors
North Carolina
$11K +$9.95K +200 New
Fuller & Thaler Asset Management
115
Fuller & Thaler Asset Management
California
$8K – – –
TWA
116
TCI Wealth Advisors
Arizona
$7K – – –
SSB
117
Sandy Spring Bank
Maryland
$7K +$50 +1 +0.8%
PHK
118
Point72 Hong Kong
Hong Kong
$5K +$4.92K +99 New
PFBT
119
Parkside Financial Bank & Trust
Missouri
$4K – – –
S
120
SignatureFD
Georgia
$4K – – –
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$3K +$2.39K +48 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.49K +50 New
DA
123
Denali Advisors
California
$2K -$398 -8 -18%
FF
124
FourThought Financial
Florida
$2K – – –
Osaic Holdings
125
Osaic Holdings
Arizona
$2K – – –
2 3 4
5
6

BFS Hedge Fund Activity: Q4 2021 in Review

135 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q4 2021, worth a combined $586M — up 22% from $481M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BFS positions and 12 closed out — a net gain of 10 holders — while 42 added to existing stakes and 39 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.09M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.33M.

  • 135 institutional investors held Saul Centers (BFS) as of Q4 2021, up from 126 in Q3 2021.
  • Funds reported $586M of Saul Centers stock for Q4 2021, up 22% quarter-over-quarter.
  • 22 funds opened new Saul Centers positions in Q4 2021 and 12 closed out, a net change of +10 holders.
  • The largest Saul Centers buyer in Q4 2021 was Vanguard Group, an estimated $3.09M added.
  • The largest Saul Centers seller in Q4 2021 was T. Rowe Price Associates, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2021.