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BFS

Saul Centers
BFS

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

13% more capital invested

Capital invested by funds: $388M → $439M (+$51.3M)

0.77% more ownership

Funds ownership: 45.97% → 46.74% (+0.77%)

1% less funds holding

Funds holding: 134 → 133 (-1)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.94%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.63M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$6.24M
3
BlackRock
BlackRock
New York
+$2.19M
4
LSV Asset Management
LSV Asset Management
Illinois
+$1.98M
5
Man Group
Man Group
United Kingdom
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$8.07M
2
Millennium Management
Millennium Management
New York
-$1.73M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.48M
4
ACM
Ategra Capital Management
Virginia
-$1.09M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
126
Bessemer Group
New Jersey
$3K +$2.49K +68 New
GI
127
GAMMA Investing
California
$1.19K +$1.14K +31 New
EWA
128
EverSource Wealth Advisors
Alabama
$550 -$1.32K -36 -72%
FMII
129
Farmers & Merchants Investments Inc
Nebraska
$353 – – –
FGAM
130
Financial Gravity Asset Management
Texas
$65 +$37 +1 New
FFA
131
Farther Finance Advisors
California
$39 +$37 +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
– -$1.83K -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
2 3 4 5
6

BFS Hedge Fund Activity: Q4 2023 in Review

133 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q4 2023, worth a combined $439M — up 13% from $388M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BFS and 13 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 49 added.

The largest buyer was Morgan Stanley, adding an estimated $6.63M. The largest seller was Principal Financial Group, cutting an estimated $8.07M.

  • 133 institutional investors held Saul Centers (BFS) as of Q4 2023, down from 134 in Q3 2023.
  • Funds reported $439M of Saul Centers stock for Q4 2023, up 13% quarter-over-quarter.
  • 13 funds opened new Saul Centers positions in Q4 2023 and 14 closed out, a net change of -1 holder.
  • The largest Saul Centers buyer in Q4 2023 was Morgan Stanley, an estimated $6.63M added.
  • The largest Saul Centers seller in Q4 2023 was Principal Financial Group, an estimated $8.07M sold.

Based on aggregated 13F filings for Q4 2023.