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BFS

Saul Centers
BFS

134 hedge funds and large institutions have $388M invested in Saul Centers in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

14% more funds holding

Funds holding: 118 → 134 (+16)

0.21% more ownership

Funds ownership: 45.77% → 45.97% (+0.21%)

4% less capital invested

Capital invested by funds: $403M → $388M (-$15.2M)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

Holders
134
Holders Change
+16
Holders Change %
+13.56%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
38
Reduced
44
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$2.93M
2
Millennium Management
Millennium Management
New York
+$709K
3
AQR Capital Management
AQR Capital Management
Connecticut
+$665K
4
GCP
GSA Capital Partners
United Kingdom
+$508K
5
PAM
Panagora Asset Management
Massachusetts
+$502K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.9M
2
ACM
Ategra Capital Management
Virginia
-$1.74M
3
Principal Financial Group
Principal Financial Group
Iowa
-$704K
4
Norges Bank
Norges Bank
Norway
-$467K
5
Invesco
Invesco
Georgia
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
101
STRS Ohio
Ohio
$88K – – –
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$74.9K -$971 -26 -1%
OIA
103
Optimum Investment Advisors
Illinois
$74.1K – – –
Fidelity Investments
104
Fidelity Investments
Massachusetts
$63.2K -$3.29K -88 -5%
LWANC
105
Laurel Wealth Advisors (North Carolina)
North Carolina
$60K – – –
SSB
106
Sandy Spring Bank
Maryland
$56.8K – – –
VI
107
Vestcor Inc
New Brunswick, Canada
$53K +$55.8K +1,496 New
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$37.8K +$112 +3 +0.3%
QCG
109
Quadrant Capital Group
Ohio
$35.4K – – –
AIP
110
Ameritas Investment Partners
Nebraska
$34.5K – – –
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$33.9K – – –
KBC Group
112
KBC Group
Belgium
$27K -$12.7K -341 -31%
SWM
113
Spire Wealth Management
Virginia
$18.2K +$112 +3 +0.6%
VCM
114
Versant Capital Management
Arizona
$13.1K – – –
US Bancorp
115
US Bancorp
Minnesota
$11.9K -$7.88K -211 -39%
SPIA
116
Steward Partners Investment Advisory
New York
$11.9K – – –
Fisher Asset Management
117
Fisher Asset Management
Washington
$10.1K +$10.6K +285 New
MIFH
118
Migdal Insurance & Financial Holdings
Israel
$10K -$4.82K -129 -30%
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$5.68K – – –
Osaic Holdings
120
Osaic Holdings
Arizona
$3.52K +$2.28K +61 +156%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
PFBT
122
Parkside Financial Bank & Trust
Missouri
$2.47K – – –
LC
123
Lindbrook Capital
California
$2.33K +$821 +22 +50%
GRP
124
Global Retirement Partners
California
$2.31K – – –
S
125
SignatureFD
Georgia
$1.91K -$224 -6 -10%
2 3 4
5
6

BFS Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q3 2023, worth a combined $388M — down 3.8% from $403M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BFS positions and 1 closed out — a net gain of 16 holders — while 38 added to existing stakes and 44 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $2.93M. The largest seller was BlackRock, cutting an estimated $3.9M.

  • 134 institutional investors held Saul Centers (BFS) as of Q3 2023, up from 118 in Q2 2023.
  • Funds reported $388M of Saul Centers stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 17 funds opened new Saul Centers positions in Q3 2023 and 1 closed out, a net change of +16 holders.
  • The largest Saul Centers buyer in Q3 2023 was Adage Capital Partners, an estimated $2.93M added.
  • The largest Saul Centers seller in Q3 2023 was BlackRock, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2023.