We are live on ! Find out more
BFS

Saul Centers

115 hedge funds and large institutions have $396M invested in Saul Centers in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $376M → $396M (+$20.7M)

8% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 39

0.19% more ownership

Funds ownership: 42.04%42.23% (+0.19%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 117115 (-2)

Holders
115
Holders Change
-2
Holders Change %
-1.71%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
42
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$70.8M +$488K +10,693 +0.7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$66.5M +$514K +11,250 +0.8%
Principal Financial Group
3
Principal Financial Group
Iowa
$48.8M +$155K +3,390 +0.3%
BFA
4
BlackRock Fund Advisors
California
$25.4M +$2.07M +45,254 +9%
BIT
5
BlackRock Institutional Trust
California
$25M +$16.6K +364 +0.1%
SCRM
6
Security Capital Research & Management
Illinois
$13.7M -$42.5K -930 -0.3%
ACM
7
Adelante Capital Management
California
$11.9M -$394K -8,628 -3%
State Street
8
State Street
Massachusetts
$9.03M +$174K +3,816 +2%
Northern Trust
9
Northern Trust
Illinois
$7.63M -$3.38K -74 -0%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$7.38M +$68.5K +1,500 +0.9%
Norges Bank
11
Norges Bank
Norway
$6.59M
Invesco
12
Invesco
Georgia
$6.24M +$3.81M +83,439 +162%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.04M +$390K +8,539 +7%
TA
14
Teachers Advisors
New York
$5.81M +$27.5K +602 +0.5%
Brown Advisory
15
Brown Advisory
Maryland
$4.96M -$593K -12,990 -11%
BG
16
BlackRock Group
United Kingdom
$4.41M +$218K +4,780 +5%
Charles Schwab
17
Charles Schwab
California
$3.77M +$479K +10,482 +15%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.44M +$167K +3,648 +5%
Bank of America
19
Bank of America
North Carolina
$2.91M +$609K +13,330 +27%
First Manhattan
20
First Manhattan
New York
$2.9M -$45.7K -1,000 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.87M +$217K +4,753 +8%
TCIM
22
TIAA CREF Investment Management
New York
$2.54M -$33.7K -737 -1%
TC
23
TFS Capital
Pennsylvania
$2.36M +$46K +1,008 +2%
WBC
24
Westpac Banking Corp
Australia
$2.34M +$239K +5,235 +12%
Ameriprise
25
Ameriprise
Minnesota
$2.23M +$13.5K +295 +0.6%

BFS Hedge Fund Activity: Q3 2013 in Review

115 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q3 2013, worth a combined $396M — up 5.5% from $376M a quarter earlier.

Fund positioning in BFS was balanced in Q3 2013: 10 funds opened new positions, 10 closed out, 42 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $3.81M. The largest seller was Nuveen, cutting an estimated $4.5M.

  • 115 institutional investors held Saul Centers (BFS) as of Q3 2013, down from 117 in Q2 2013.
  • Funds reported $396M of Saul Centers stock for Q3 2013, up 5.5% quarter-over-quarter.
  • 10 funds opened new Saul Centers positions in Q3 2013 and 10 closed out, a net change of 0 holders.
  • The largest Saul Centers buyer in Q3 2013 was Invesco, an estimated $3.81M added.
  • The largest Saul Centers seller in Q3 2013 was Nuveen, an estimated $4.5M sold.

Based on aggregated 13F filings for Q3 2013.