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BFS

Saul Centers

123 hedge funds and large institutions have $501M invested in Saul Centers in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 120123 (+3)

5% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 42

0.36% less ownership

Funds ownership: 47.32%46.97% (-0.36%)

16% less capital invested

Capital invested by funds: $596M → $501M (-$95.2M)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
44
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$96.9M +$766K +14,968 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.2M +$243K +4,737 +0.2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$54.6M +$74.4K +1,454 +0.1%
Principal Financial Group
4
Principal Financial Group
Iowa
$41.8M +$4.02M +78,452 +10%
State Street
5
State Street
Massachusetts
$25.3M +$305K +5,956 +1%
Renaissance Technologies
6
Renaissance Technologies
New York
$19.9M +$897K +17,514 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$17.1M +$3.09M +60,325 +20%
Axa
8
Axa
France
$11.6M -$2.38M -46,451 -16%
Wells Fargo
9
Wells Fargo
California
$10.7M +$69.4K +1,356 +0.6%
Northern Trust
10
Northern Trust
Illinois
$10.1M -$804K -15,710 -7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$9.51M +$125K +2,432 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$9.41M -$160K -3,122 -2%
Norges Bank
13
Norges Bank
Norway
$8.31M -$1.07M -20,918 -11%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.87M +$631K +12,326 +8%
TA
15
Teachers Advisors
New York
$7.87M +$17.8K +348 +0.2%
Charles Schwab
16
Charles Schwab
California
$7.03M +$129K +2,525 +2%
Ameriprise
17
Ameriprise
Minnesota
$4.48M +$423K +8,257 +10%
Brown Advisory
18
Brown Advisory
Maryland
$3.31M -$76.8K -1,500 -2%
Millennium Management
19
Millennium Management
New York
$3.04M +$2.08M +40,692 +172%
Morgan Stanley
20
Morgan Stanley
New York
$2.89M -$485K -9,475 -13%
Legal & General Group
21
Legal & General Group
United Kingdom
$2.77M -$11.9K -233 -0.4%
Goldman Sachs
22
Goldman Sachs
New York
$2.75M -$581K -11,342 -16%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$2.29M +$304K +5,935 +14%
ERSOT
24
Employees Retirement System of Texas
Texas
$2.22M
TCIM
25
TIAA CREF Investment Management
New York
$1.98M -$32.9K -643 -2%

BFS Hedge Fund Activity: Q4 2018 in Review

123 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q4 2018, worth a combined $501M — down 16% from $596M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BFS positions and 11 closed out — a net gain of 3 holders — while 44 added to existing stakes and 42 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $4.02M. The largest seller was Invesco, cutting an estimated $9.73M.

  • 123 institutional investors held Saul Centers (BFS) as of Q4 2018, up from 120 in Q3 2018.
  • Funds reported $501M of Saul Centers stock for Q4 2018, down 16% quarter-over-quarter.
  • 14 funds opened new Saul Centers positions in Q4 2018 and 11 closed out, a net change of +3 holders.
  • The largest Saul Centers buyer in Q4 2018 was Principal Financial Group, an estimated $4.02M added.
  • The largest Saul Centers seller in Q4 2018 was Invesco, an estimated $9.73M sold.

Based on aggregated 13F filings for Q4 2018.