Saul Centers
BFS
125 hedge funds and large institutions have $412M invested in Saul Centers in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
22% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 36
9% more funds holding
Funds holding: 115 → 125 (+10)
4% more capital invested
Capital invested by funds: $396M → $412M (+$15.8M)
0.08% less ownership
Funds ownership: 42.23% → 42.15% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
+$2.63M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.04M |
| 3 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$1.85M |
| 4 |
Barclays
London,
United Kingdom
|
+$1.49M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$5.85M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$5.34M |
| 3 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$1.55M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.08M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$924K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
ProShare Advisors
Bethesda,
Maryland
| – | -$242K | -5,230 | Closed |
|
|
SMDAM
127
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| – | -$208K | -4,503 | Closed |
|
|
GH
128
GAM Holding
Zurich,
Switzerland
| – | -$79K | -1,700 | Closed |
|
|
PCM
129
Prelude Capital Management
New York
| – | -$6K | -140 | Closed |
|
|
OSAM
130
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$2K | -49 | Closed |
|
BFS Hedge Fund Activity: Q4 2013 in Review
125 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q4 2013, worth a combined $412M — up 4% from $396M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BFS positions and 6 closed out — a net gain of 10 holders — while 44 added to existing stakes and 36 trimmed.
The largest buyer was Employees Retirement System of Texas, adding an estimated $2.63M. The largest seller was Security Capital Research & Management, cutting an estimated $5.85M.
- 125 institutional investors held Saul Centers (BFS) as of Q4 2013, up from 115 in Q3 2013.
- Funds reported $412M of Saul Centers stock for Q4 2013, up 4% quarter-over-quarter.
- 16 funds opened new Saul Centers positions in Q4 2013 and 6 closed out, a net change of +10 holders.
- The largest Saul Centers buyer in Q4 2013 was Employees Retirement System of Texas, an estimated $2.63M added.
- The largest Saul Centers seller in Q4 2013 was Security Capital Research & Management, an estimated $5.85M sold.
Based on aggregated 13F filings for Q4 2013.