BFS

Saul Centers
BFS

Overview Fund Activity

139 hedge funds and large institutions have $427M invested in Saul Centers in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+6
Holders Change %
+4.51%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
42
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$22.2M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$10.6M
3
SAG
3
SageView Advisory Group
California
$2.33M
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$1.29M
5
Man Group
5
Man Group
United Kingdom
$3.29M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$70.4M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$30.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.98M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$78.3M
5
BlackRock
5
BlackRock
New York
$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$83.3K +$2.43K +63 +3%
OIA
102
Optimum Investment Advisors
Illinois
$80.8K – – –
SO
103
STRS Ohio
Ohio
$80K -$15.2K -400 -16%
LWANC
104
Laurel Wealth Advisors (North Carolina)
North Carolina
$65.4K – – –
SSB
105
Sandy Spring Bank
Maryland
$61.9K – – –
Fidelity Investments
106
Fidelity Investments
Massachusetts
$61.1K +$3K +78 +5%
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$57.6K +$4.2K +109 +8%
AIP
108
Ameritas Investment Partners
Nebraska
$46.5K – – –
QT
109
Quantbot Technologies
New York
$42.3K +$42.3K +1,100 New
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$41.3K +$115 +3 +0.3%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$37K – – –
Osaic Holdings
112
Osaic Holdings
Arizona
$21.2K +$17.7K +460 +511%
SWM
113
Spire Wealth Management
Virginia
$20K +$269 +7 +1%
Jones Financial Companies
114
Jones Financial Companies
Missouri
$19.2K +$19.2K +500 New
CFM
115
Catalyst Funds Management
Australia
$17.3K +$17.3K +450 New
SPIA
116
Steward Partners Investment Advisory
New York
$14.9K +$693 +18 +5%
LFA
117
LGT Financial Advisors
Texas
$14.8K +$14.8K +384 New
QCG
118
Quadrant Capital Group
Ohio
$13.3K -$5.81K -151 -30%
VCM
119
Versant Capital Management
Arizona
$13.1K – – –
US Bancorp
120
US Bancorp
Minnesota
$12K -$1.35K -35 -10%
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
$10.8K +$1.23K +32 +13%
LC
122
Lindbrook Capital
California
$6.85K – – –
TRCT
123
Tower Research Capital (TRC)
New York
$6.2K -$228K -5,914 -97%
PS
124
Principal Securities
Iowa
$5.16K +$462 +12 +10%
SWS
125
SYSTM Wealth Solutions
Illinois
$5K – – –
2 3 4
5
6