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BFS

Saul Centers

118 hedge funds and large institutions have $403M invested in Saul Centers in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% less ownership

Funds ownership: 46.18%45.77% (-0.42%)

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

6% less capital invested

Capital invested by funds: $431M → $403M (-$27.3M)

8% less funds holding

Funds holding: 128118 (-10)

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
-10
Holders Change %
-7.81%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
43
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
101
Migdal Insurance & Financial Holdings
Israel
$16K -$15.2K -422 -50%
VCM
102
Versant Capital Management
Arizona
$13.7K
SPIA
103
Steward Partners Investment Advisory
New York
$12.4K
TRCT
104
Tower Research Capital (TRC)
New York
$9.21K -$23.3K -648 -72%
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$5.93K +$5.79K +161 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$3K +$971 +27 +54%
PFBT
107
Parkside Financial Bank & Trust
Missouri
$2.58K
GRP
108
Global Retirement Partners
California
$2.47K
S
109
SignatureFD
Georgia
$2.21K +$324 +9 +18%
MFT
110
Moisand Fitzgerald Tamayo
Florida
$1.92K
LC
111
Lindbrook Capital
California
$1.62K -$36 -1 -2%
Osaic Holdings
112
Osaic Holdings
Arizona
$1.43K +$611 +17 +77%
BAAM
113
Baker Avenue Asset Management
California
$552 +$144 +4 +36%
FMII
114
Farmers & Merchants Investments Inc
Nebraska
$331
AF
115
Allworth Financial
California
$221 -$12.2K -338 -98%
PA
116
Parallel Advisors
California
$184 -$755 -21 -81%
WBC
117
Westpac Banking Corp
Australia
-$1.14M -29,312 Closed
First Trust Advisors
118
First Trust Advisors
Illinois
-$388K -9,953 Closed
GCP
119
GSA Capital Partners
United Kingdom
-$352K -9,027 Closed
SG Americas Securities
120
SG Americas Securities
New York
-$258K -6,614 Closed
Allianz Asset Management
121
Allianz Asset Management
Germany
-$254K -6,500 Closed
E
122
Ergoteles
New York
-$254K -6,500 Closed
GCM
123
Graham Capital Management
Connecticut
-$245K -6,293 Closed
MSRPS
124
Maryland State Retirement & Pension System
Maryland
-$203K -5,196 Closed
ASN
125
Advisory Services Network
Georgia
-$27.7K -709 Closed

BFS Hedge Fund Activity: Q2 2023 in Review

118 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q2 2023, worth a combined $403M — down 6.3% from $431M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BFS and 3 opened new positions — a net loss of 10 holders — while 46 trimmed existing stakes and 43 added.

The largest buyer was BlackRock, adding an estimated $3.01M. The largest seller was Vanguard Group, cutting an estimated $3.33M.

  • 118 institutional investors held Saul Centers (BFS) as of Q2 2023, down from 128 in Q1 2023.
  • Funds reported $403M of Saul Centers stock for Q2 2023, down 6.3% quarter-over-quarter.
  • 3 funds opened new Saul Centers positions in Q2 2023 and 13 closed out, a net change of -10 holders.
  • The largest Saul Centers buyer in Q2 2023 was BlackRock, an estimated $3.01M added.
  • The largest Saul Centers seller in Q2 2023 was Vanguard Group, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2023.