BFS

Saul Centers
BFS

Overview Fund Activity

133 hedge funds and large institutions have $439M invested in Saul Centers in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
49
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$9.77M
3
BlackRock
3
BlackRock
New York
$78.9M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$2.23M
5
Man Group
5
Man Group
United Kingdom
$2.07M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$41.4M
2
Millennium Management
2
Millennium Management
New York
$831K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$82.2M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.41M
5
ACM
5
Ategra Capital Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
126
Bessemer Group
New Jersey
$3K +$3K +68 New
GI
127
GAMMA Investing
California
$1.19K +$1.19K +31 New
EWA
128
EverSource Wealth Advisors
Alabama
$550 -$1.41K -36 -72%
FMII
129
Farmers & Merchants Investments Inc
Nebraska
$353 – – –
FGAM
130
Financial Gravity Asset Management
Texas
$65 +$65 +1 New
FFA
131
Farther Finance Advisors
California
$39 +$39 +1 New
ACM
132
Ategra Capital Management
Virginia
– -$1.09M -30,798 Closed
GCP
133
GSA Capital Partners
United Kingdom
– -$480K -13,621 Closed
COPPSERS
134
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$305K -8,643 Closed
Jacobs Levy Equity Management
135
Jacobs Levy Equity Management
New Jersey
– -$269K -7,626 Closed
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
– -$245K -6,942 Closed
VI
137
Vestcor Inc
New Brunswick, Canada
– -$53K -1,496 Closed
Fisher Asset Management
138
Fisher Asset Management
Washington
– -$10.1K -285 Closed
PFBT
139
Parkside Financial Bank & Trust
Missouri
– -$2.47K -70 Closed
GRP
140
Global Retirement Partners
California
– -$2.31K -67 Closed
MFT
141
Moisand Fitzgerald Tamayo
Florida
– -$1.84K -52 Closed
Allspring Global Investments
142
Allspring Global Investments
North Carolina
– -$1.62K -46 Closed
BAAM
143
Baker Avenue Asset Management
California
– -$529 -15 Closed
AF
144
Allworth Financial
California
– -$212 -6 Closed
PA
145
Parallel Advisors
California
– -$176 -5 Closed
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