BFS

Saul Centers
BFS

Overview Fund Activity

127 hedge funds and large institutions have $530M invested in Saul Centers in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-5
Holders Change %
-3.79%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
42
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.37M
2
Invesco
2
Invesco
Georgia
$7.93M
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$2.76M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$1.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.13M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$2.34M
3
Northern Trust
3
Northern Trust
Illinois
$6.18M
4
PAM
4
Panagora Asset Management
Massachusetts
$1.96M
5
E
5
Ergoteles
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
101
Migdal Insurance & Financial Holdings
Israel
$27K +$25.6K +540 +1,862%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$26K +$2.68K +58 +12%
SWM
103
Spire Wealth Management
Virginia
$24K +$47 +1 +0.2%
VCM
104
Versant Capital Management
Arizona
$19K -$140 -3 -0.7%
IA
105
IFP Advisors
Florida
$19K – – –
TRCT
106
Tower Research Capital (TRC)
New York
$16K -$103K -2,144 -87%
SPIA
107
Steward Partners Investment Advisory
New York
$16K – – –
QCG
108
Quadrant Capital Group
Ohio
$11K – – –
GRP
109
Global Retirement Partners
California
$8K – – –
MAM
110
Meeder Asset Management
Ohio
$6K -$615 -12 -9%
TWA
111
TCI Wealth Advisors
Arizona
$6K – – –
SSB
112
Sandy Spring Bank
Maryland
$6K +$46 +1 +0.8%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$4K -$241 -5 -6%
S
114
SignatureFD
Georgia
$4K +$107 +2 +3%
PFBT
115
Parkside Financial Bank & Trust
Missouri
$4K +$156 +3 +4%
LC
116
Lindbrook Capital
California
$4K +$3.32K +63 +485%
FGAM
117
Financial Gravity Asset Management
Texas
$2.83K +$2.83K +940 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$2K -$10K -251 -83%
FF
119
FourThought Financial
Florida
$2K – – –
WT
120
Whittier Trust
California
$2K – – –
Osaic Holdings
121
Osaic Holdings
Arizona
$2K +$140 +4 +8%
IFAM
122
Institutional & Family Asset Management
Colorado
$1K – – –
DA
123
Denali Advisors
California
$1K – – –
C
124
Covestor
United Kingdom
$1K +$182 +2 +22%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.79M -34,000 Closed
2 3 4
5
6