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BFS

Saul Centers
BFS

140 hedge funds and large institutions have $548M invested in Saul Centers in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

14% more funds holding

Funds holding: 123 → 140 (+17)

10% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 39

9% more capital invested

Capital invested by funds: $501M → $548M (+$47.3M)

0.06% less ownership

Funds ownership: 46.97% → 46.9% (-0.06%)

Holders
140
Holders Change
+17
Holders Change %
+13.82%
% of All Funds
3.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
43
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.57M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.59M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.57M
4
Deutsche Bank
Deutsche Bank
Germany
+$2.04M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.23M
2
Axa
Axa
France
-$5.05M
3
Charles Schwab
Charles Schwab
California
-$4.33M
4
State Street
State Street
Massachusetts
-$2.92M
5
BlackRock
BlackRock
New York
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
126
Sutton Wealth Advisors
Florida
$5.55K +$5.72K +108 New
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
QCG
128
Quadrant Capital Group
Ohio
$4K – – –
WAM
129
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
GAM
130
Gemmer Asset Management
California
$3K – – –
VCM
131
Versant Capital Management
Arizona
$3K – – –
PFBT
132
Parkside Financial Bank & Trust
Missouri
$2K +$1.96K +37 New
HGWM
133
Harvest Group Wealth Management
Massachusetts
$2K +$2.44K +46 New
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.65K +50 New
IFAM
135
Institutional & Family Asset Management
Colorado
$1K – – –
AG
136
Advisor Group
Arizona
$1K +$530 +10 +83%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$1K +$530 +10 New
GWS
138
Glassman Wealth Services
Virginia
$1K +$848 +16 New
GT
139
Glenmede Trust
Pennsylvania
$2 – – –
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$595K -12,609 Closed
VIA
141
Vident Investment Advisory
Georgia
– -$260K -5,501 Closed
IA
142
IFP Advisors
Florida
– -$111K -2,340 Closed
JA
143
JOYN Advisors
Georgia
– -$9K -195 Closed
Lazard Asset Management
144
Lazard Asset Management
New York
– -$4K -99 Closed
PWMG
145
Prestige Wealth Management Group
New Jersey
– -$1K -13 Closed
CAM
146
Cresset Asset Management
Illinois
– +$159 +3 New
2 3 4 5
6

BFS Hedge Fund Activity: Q1 2019 in Review

140 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q1 2019, worth a combined $548M — up 9.4% from $501M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BFS positions and 7 closed out — a net gain of 17 holders — while 43 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.57M. The largest seller was JP Morgan Chase, cutting an estimated $5.23M.

  • 140 institutional investors held Saul Centers (BFS) as of Q1 2019, up from 123 in Q4 2018.
  • Funds reported $548M of Saul Centers stock for Q1 2019, up 9.4% quarter-over-quarter.
  • 24 funds opened new Saul Centers positions in Q1 2019 and 7 closed out, a net change of +17 holders.
  • The largest Saul Centers buyer in Q1 2019 was Morgan Stanley, an estimated $3.57M added.
  • The largest Saul Centers seller in Q1 2019 was JP Morgan Chase, an estimated $5.23M sold.

Based on aggregated 13F filings for Q1 2019.