BFS

Saul Centers
BFS

Overview Fund Activity

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
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

1
Vanguard Group
Vanguard Group
Pennsylvania
$112M
2
DHFB
Dixon Hubard Feinour & Brown
Virginia
$3.24M
3
BlackRock
BlackRock
New York
$105M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.8M
5
PPA
Parametric Portfolio Associates
Washington
$6.46M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$112M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$4.16M
3
Millennium Management
Millennium Management
New York
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$11M
5
AA
ALPS Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
101
Laurel Wealth Advisors (North Carolina)
North Carolina
$90K – – –
KBC Group
102
KBC Group
Belgium
$89K – – –
CT
103
Cambridge Trust
Massachusetts
$53K +$53K +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 +$212 +4 +0.7%
VCM
107
Versant Capital Management
Arizona
$27K – – –
SWM
108
Spire Wealth Management
Virginia
$27K – – –
WFS
109
Widmann Financial Services
Maryland
$26K +$26K +500 New
MIFH
110
Migdal Insurance & Financial Holdings
Israel
$20K -$9.92K -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 +$11K +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 +$55 +1 +0.8%
PHK
118
Point72 Hong Kong
Hong Kong
$5K +$5K +99 New
PFBT
119
Parkside Financial Bank & Trust
Missouri
$4K – – –
S
120
SignatureFD
Georgia
$4K – – –
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$3K +$3K +48 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +50 New
DA
123
Denali Advisors
California
$2K -$444 -8 -18%
FF
124
FourThought Financial
Florida
$2K – – –
Osaic Holdings
125
Osaic Holdings
Arizona
$2K – – –
2 3 4
5
6