BFS

Saul Centers
BFS

Overview Fund Activity

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.

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
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$109M
2
JG
2
Jefferies Group
New York
$1.87M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$50.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$8.17M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$29.6M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$1.33M
2
State Street
2
State Street
Massachusetts
$26.7M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
Bank of America
4
Bank of America
North Carolina
$579K
5
OAM
5
Oxford Asset Management
United Kingdom
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$4K +70 New
VanEck Associates
131
VanEck Associates
New York
$4K +$4K +71 New
GAM
132
Gemmer Asset Management
California
$3K – – –
GT
133
Glenmede Trust
Pennsylvania
$3K – – –
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +59 New
IUHSA
135
Itau Unibanco Holding S.A.
Brazil
$3K +$3K +61 New
WT
136
Whittier Trust
California
$2K – – –
PFBT
137
Parkside Financial Bank & Trust
Missouri
$2K – – –
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
HGWM
139
Harvest Group Wealth Management
Massachusetts
$2K – – –
VCM
140
Versant Capital Management
Arizona
$1K -$150 -3 -13%
GWS
141
Glassman Wealth Services
Virginia
$1K – – –
IFAM
142
Institutional & Family Asset Management
Colorado
$1K – – –
AG
143
Advisor Group
Arizona
$1K +$412 +7 +70%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$1K +$1K +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
3 4 5
6
7