Saul Centers
BFS
128 hedge funds and large institutions have $431M invested in Saul Centers in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 56 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0% more funds holding
Funds holding: 128 → 128 (0)
0.41% less ownership
Funds ownership: 46.59% → 46.18% (-0.41%)
3% less capital invested
Capital invested by funds: $445M → $431M (-$13.8M)
29% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$946K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$812K |
| 3 |
Lazard Asset Management
New York
|
+$514K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$430K |
| 5 |
Norges Bank
Oslo,
Norway
|
+$324K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.49M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1M |
| 4 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
-$787K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$754K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMII
126
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $351 | – | – | – |
|
|
GI
127
Gradient Investments
Arden Hills,
Minnesota
| $39 | – | – | – |
|
|
OSAM
128
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$376K | -9,234 | Closed |
|
129
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$210K | -5,157 | Closed |
|
130
Jane Street
New York
| – | -$206K | -5,071 | Closed |
|
|
VI
131
Vestcor Inc
Fredericton,
New Brunswick, Canada
| – | -$63K | -1,546 | Closed |
|
|
SWA
132
Sutton Wealth Advisors
Tampa,
Florida
| – | -$23.2K | -571 | Closed |
|
133
Allspring Global Investments
Charlotte,
North Carolina
| – | -$18.1K | -446 | Closed |
|
BFS Hedge Fund Activity: Q1 2023 in Review
128 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q1 2023, worth a combined $431M — down 3.1% from $445M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BFS positions and 7 closed out — a net gain of 1 holder — while 40 added to existing stakes and 56 trimmed.
The largest buyer was State Street, adding an estimated $946K. The largest seller was BlackRock, cutting an estimated $2.9M.
- 128 institutional investors held Saul Centers (BFS) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $431M of Saul Centers stock for Q1 2023, down 3.1% quarter-over-quarter.
- 8 funds opened new Saul Centers positions in Q1 2023 and 7 closed out, a net change of +1 holder.
- The largest Saul Centers buyer in Q1 2023 was State Street, an estimated $946K added.
- The largest Saul Centers seller in Q1 2023 was BlackRock, an estimated $2.9M sold.
Based on aggregated 13F filings for Q1 2023.