BFS

Saul Centers
BFS

Overview Fund Activity

159 hedge funds and large institutions have $404M invested in Saul Centers in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+20
Holders Change %
+14.39%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
54
Reduced
48
Closed
10
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
Millennium Management
Millennium Management
New York
$3.27M
2
HIM
Hillsdale Investment Management
Ontario, Canada
$2.9M
3
BlackRock
BlackRock
New York
$74.6M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$3.17M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.26M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$54.1M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$842K
3
SAG
SageView Advisory Group
California
$0
4
Principal Financial Group
Principal Financial Group
Iowa
$27.4M
5
State Street
State Street
Massachusetts
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
126
MassMutual Private Wealth & Trust
Connecticut
$20.4K +$10.1K +275 +98%
SWM
127
Spire Wealth Management
Virginia
$19.1K – – –
Jones Financial Companies
128
Jones Financial Companies
Missouri
$18.4K – – –
LC
129
Lindbrook Capital
California
$16.6K +$10K +273 +153%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$16K +$15K +402 +1,489%
QCG
131
Quadrant Capital Group
Ohio
$14.6K +$1.88K +51 +15%
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$13.6K +$13.6K +380 New
SPIA
133
Steward Partners Investment Advisory
New York
$13.6K -$662 -18 -5%
VCM
134
Versant Capital Management
Arizona
$12K -$588 -16 -5%
LFA
135
LGT Financial Advisors
Texas
$11K -$3.16K -86 -22%
US Bancorp
136
US Bancorp
Minnesota
$9.23K -$2.24K -61 -20%
MIFH
137
Migdal Insurance & Financial Holdings
Israel
$5K +$5K +139 New
SWS
138
SYSTM Wealth Solutions
Illinois
$4.78K – – –
GI
139
GAMMA Investing
California
$3.9K +$1.43K +39 +58%
S
140
SignatureFD
Georgia
$3.82K -$882 -24 -19%
PS
141
Principal Securities
Iowa
$3.75K -$1.18K -32 -24%
Bessemer Group
142
Bessemer Group
New Jersey
$3K – – –
AAP
143
Arax Advisory Partners
Colorado
$2.17K +$2.17K +59 New
Macquarie Group
144
Macquarie Group
Australia
$1.56K +$1.56K +43 New
BWL
145
Bogart Wealth LLC
Virginia
$882 +$882 +24 New
SAM
146
Smartleaf Asset Management
Massachusetts
$825 +$825 +23 New
AF
147
Allworth Financial
California
$577 -$2.54K -66 -81%
EWA
148
EverSource Wealth Advisors
Alabama
$554 -$514 -13 -48%
RIL
149
Rothschild Investment LLC
Illinois
$552 +$552 +15 New
WTC
150
WhitTier Trust Company
Nevada
$441 +$441 +12 New
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