BFS

Saul Centers
BFS

Overview Fund Activity

133 hedge funds and large institutions have $439M invested in Saul Centers in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
49
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$9.77M
3
BlackRock
3
BlackRock
New York
$78.9M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$2.23M
5
Man Group
5
Man Group
United Kingdom
$2.07M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$41.4M
2
Millennium Management
2
Millennium Management
New York
$831K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$82.2M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.41M
5
ACM
5
Ategra Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
101
Optimum Investment Advisors
Illinois
$82.5K – – –
First Manhattan
102
First Manhattan
New York
$71.7K -$81.5K -2,075 -53%
LWANC
103
Laurel Wealth Advisors (North Carolina)
North Carolina
$66.8K – – –
SSB
104
Sandy Spring Bank
Maryland
$63.2K – – –
Fidelity Investments
105
Fidelity Investments
Massachusetts
$59.3K -$11.1K -282 -16%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$54.5K +$54.5K +1,388 New
AIP
107
Ameritas Investment Partners
Nebraska
$47.4K +$8.99K +229 +23%
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$42.1K -$39 -1 -0.1%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$37.7K – – –
KBC Group
110
KBC Group
Belgium
$30K – – –
SWM
111
Spire Wealth Management
Virginia
$19.9K -$116 -3 -0.6%
QCG
112
Quadrant Capital Group
Ohio
$19.5K -$20K -509 -51%
SPIA
113
Steward Partners Investment Advisory
New York
$14.5K +$1.34K +34 +10%
US Bancorp
114
US Bancorp
Minnesota
$13.6K +$432 +11 +3%
VCM
115
Versant Capital Management
Arizona
$13.4K -$1.22K -31 -8%
ASN
116
Advisory Services Network
Georgia
$13.4K +$13.4K +341 New
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$9.74K +$3.42K +87 +54%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$9K +$6.01K +155 +201%
MIFH
119
Migdal Insurance & Financial Holdings
Israel
$7K -$4.6K -117 -40%
LC
120
Lindbrook Capital
California
$6.99K +$4.4K +112 +170%
W
121
WealthCollab
Washington
$5.46K +$5.46K +139 New
SWS
122
SYSTM Wealth Solutions
Illinois
$5.11K +$5.11K +130 New
S
123
SignatureFD
Georgia
$5.03K +$2.91K +74 +137%
PS
124
Principal Securities
Iowa
$4.79K +$4.79K +122 New
Osaic Holdings
125
Osaic Holdings
Arizona
$3.57K -$396 -10 -10%
2 3 4
5
6