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BFS

Saul Centers

145 hedge funds and large institutions have $578M invested in Saul Centers in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

0.23% more ownership

Funds ownership: 47.2%47.43% (+0.23%)

1% less funds holding

Funds holding: 146145 (-1)

2% less capital invested

Capital invested by funds: $591M → $578M (-$13.2M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
58
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Sutton Wealth Advisors
Florida
$8.13K +$2.43K +46 +43%
SPIA
127
Steward Partners Investment Advisory
New York
$8K
BCA
128
Berman Capital Advisors
Georgia
$6K
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$5K
TWA
130
TCI Wealth Advisors
Arizona
$4K +$3.7K +70 New
VanEck Associates
131
VanEck Associates
New York
$4K +$3.75K +71 New
GAM
132
Gemmer Asset Management
California
$3K
GT
133
Glenmede Trust
Pennsylvania
$3K
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$3K +$3.12K +59 New
IUHSA
135
Itau Unibanco Holding S.A.
Brazil
$3K +$3.22K +61 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$2K
HGWM
137
Harvest Group Wealth Management
Massachusetts
$2K
PFBT
138
Parkside Financial Bank & Trust
Missouri
$2K
WT
139
Whittier Trust
California
$2K
VCM
140
Versant Capital Management
Arizona
$1K -$159 -3 -13%
GWS
141
Glassman Wealth Services
Virginia
$1K
IFAM
142
Institutional & Family Asset Management
Colorado
$1K
AG
143
Advisor Group
Arizona
$1K +$370 +7 +70%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$1K +$1.11K +21 New
Marshall Wace
145
Marshall Wace
United Kingdom
-$1.2M -21,966 Closed
WCM
146
Weld Capital Management
New York
-$368K -6,748 Closed
Tudor Investment Corp
147
Tudor Investment Corp
Connecticut
-$323K -5,926 Closed
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
-$313K -5,738 Closed
SCM
149
Stevens Capital Management
Pennsylvania
-$309K -5,660 Closed
GCP
150
GSA Capital Partners
United Kingdom
-$202K -3,703 Closed

BFS Hedge Fund Activity: Q4 2019 in Review

145 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q4 2019, worth a combined $578M — down 2.2% from $591M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BFS and 11 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 58 added.

The largest buyer was BlackRock, adding an estimated $3.6M. The largest seller was American Century Companies, cutting an estimated $2.11M.

  • 145 institutional investors held Saul Centers (BFS) as of Q4 2019, down from 146 in Q3 2019.
  • Funds reported $578M of Saul Centers stock for Q4 2019, down 2.2% quarter-over-quarter.
  • 11 funds opened new Saul Centers positions in Q4 2019 and 12 closed out, a net change of -1 holder.
  • The largest Saul Centers buyer in Q4 2019 was BlackRock, an estimated $3.6M added.
  • The largest Saul Centers seller in Q4 2019 was American Century Companies, an estimated $2.11M sold.

Based on aggregated 13F filings for Q4 2019.