We are live on ! Find out more
BFS

Saul Centers

158 hedge funds and large institutions have $403M invested in Saul Centers in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

14% more funds holding

Funds holding: 139158 (+19)

10% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 48

0.3% less ownership

Funds ownership: 46.02%45.72% (-0.3%)

6% less capital invested

Capital invested by funds: $427M → $403M (-$23.6M)

Holders
158
Holders Change
+19
Holders Change %
+13.67%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
53
Reduced
48
Closed
11
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$19.1K
Jones Financial Companies
127
Jones Financial Companies
Missouri
$18.4K
LC
128
Lindbrook Capital
California
$16.6K +$9.98K +273 +153%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$16K +$14.7K +402 +1,489%
QCG
130
Quadrant Capital Group
Ohio
$14.6K +$1.86K +51 +15%
Mirae Asset Global Investments
131
Mirae Asset Global Investments
South Korea
$13.6K +$13.9K +380 New
SPIA
132
Steward Partners Investment Advisory
New York
$13.6K -$658 -18 -5%
VCM
133
Versant Capital Management
Arizona
$11.9K -$585 -16 -5%
LFA
134
LGT Financial Advisors
Texas
$11K -$3.15K -86 -22%
US Bancorp
135
US Bancorp
Minnesota
$9.23K -$2.23K -61 -20%
MIFH
136
Migdal Insurance & Financial Holdings
Israel
$5K +$5.08K +139 New
SWS
137
SYSTM Wealth Solutions
Illinois
$4.78K
GI
138
GAMMA Investing
California
$3.9K +$1.43K +39 +58%
S
139
SignatureFD
Georgia
$3.82K -$878 -24 -19%
PS
140
Principal Securities
Iowa
$3.75K -$1.17K -32 -24%
Bessemer Group
141
Bessemer Group
New Jersey
$3K
AAP
142
Arax Advisory Partners
Colorado
$2.17K +$2.16K +59 New
Macquarie Group
143
Macquarie Group
Australia
$1.56K +$1.57K +43 New
BWL
144
Bogart Wealth LLC
Virginia
$882 +$878 +24 New
SAM
145
Smartleaf Asset Management
Massachusetts
$825 +$841 +23 New
AF
146
Allworth Financial
California
$577 -$2.41K -66 -81%
EWA
147
EverSource Wealth Advisors
Alabama
$554 -$475 -13 -48%
RIL
148
Rothschild Investment LLC
Illinois
$552 +$549 +15 New
WTC
149
WhitTier Trust Company
Nevada
$441 +$439 +12 New
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$331

BFS Hedge Fund Activity: Q2 2024 in Review

158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q2 2024, worth a combined $403M — down 5.5% from $427M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BFS positions and 11 closed out — a net gain of 20 holders — while 53 added to existing stakes and 48 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $3.25M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $13.1M.

  • 158 institutional investors held Saul Centers (BFS) as of Q2 2024, up from 139 in Q1 2024.
  • Funds reported $403M of Saul Centers stock for Q2 2024, down 5.5% quarter-over-quarter.
  • 31 funds opened new Saul Centers positions in Q2 2024 and 11 closed out, a net change of +20 holders.
  • The largest Saul Centers buyer in Q2 2024 was Millennium Management, an estimated $3.25M added.
  • The largest Saul Centers seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2024.