BFS

Saul Centers
BFS

Overview Fund Activity

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
Holders
134
Holders Change
+16
Holders Change %
+13.56%
% of All Funds
2.14%
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

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
$2.77M
2
Millennium Management
Millennium Management
New York
$2.41M
3
AQR Capital Management
AQR Capital Management
Connecticut
$2.31M
4
GCP
GSA Capital Partners
United Kingdom
$480K
5
PAM
Panagora Asset Management
Massachusetts
$1.25M

Top Sellers

1
BlackRock
BlackRock
New York
$68.7M
2
ACM
Ategra Capital Management
Virginia
$1.09M
3
Principal Financial Group
Principal Financial Group
Iowa
$45M
4
Norges Bank
Norges Bank
Norway
$3.55M
5
Invesco
Invesco
Georgia
$4.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
101
STRS Ohio
Ohio
$88K – – –
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$74.9K -$917 -26 -1%
OIA
103
Optimum Investment Advisors
Illinois
$74.1K – – –
Fidelity Investments
104
Fidelity Investments
Massachusetts
$63.2K -$3.11K -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 +$53K +1,496 New
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$37.8K +$106 +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 -$12.1K -341 -31%
SWM
113
Spire Wealth Management
Virginia
$18.2K +$106 +3 +0.6%
VCM
114
Versant Capital Management
Arizona
$13.1K – – –
US Bancorp
115
US Bancorp
Minnesota
$11.9K -$7.44K -211 -39%
SPIA
116
Steward Partners Investment Advisory
New York
$11.9K – – –
Fisher Asset Management
117
Fisher Asset Management
Washington
$10.1K +$10.1K +285 New
MIFH
118
Migdal Insurance & Financial Holdings
Israel
$10K -$4.37K -129 -30%
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$5.68K – – –
Osaic Holdings
120
Osaic Holdings
Arizona
$3.52K +$2.15K +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 +$776 +22 +50%
GRP
124
Global Retirement Partners
California
$2.31K – – –
S
125
SignatureFD
Georgia
$1.91K -$212 -6 -10%
2 3 4
5
6