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BFS

Saul Centers

135 hedge funds and large institutions have $586M invested in Saul Centers in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

22% more capital invested

Capital invested by funds: $481M → $586M (+$105M)

7% more funds holding

Funds holding: 126135 (+9)

8% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 39

0.41% more ownership

Funds ownership: 46.28%46.7% (+0.41%)

Holders
135
Holders Change
+9
Holders Change %
+7.14%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
42
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$112M -$1.33M -26,733 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M +$3.09M +62,159 +3%
BlackRock
3
BlackRock
New York
$105M +$1.8M +36,112 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$75.2M -$496K -9,971 -0.7%
State Street
5
State Street
Massachusetts
$23.7M +$143K +2,868 +0.6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$14.6M -$285K -5,732 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11.9M -$30.7K -617 -0.3%
Renaissance Technologies
8
Renaissance Technologies
New York
$11.9M -$363K -7,300 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$11M -$691K -13,898 -6%
Northern Trust
10
Northern Trust
Illinois
$8.38M -$86.3K -1,736 -1%
PPA
11
Parametric Portfolio Associates
Washington
$6.46M +$1.48M +29,834 +32%
Norges Bank
12
Norges Bank
Norway
$5.6M
Charles Schwab
13
Charles Schwab
California
$4.7M +$94.1K +1,892 +2%
ACM
14
Ategra Capital Management
Virginia
$4.52M +$499K +10,037 +13%
N
15
Nuveen
North Carolina
$4.16M -$893K -17,962 -19%
Brown Advisory
16
Brown Advisory
Maryland
$3.39M -$149 -3 -0%
Wells Fargo
17
Wells Fargo
California
$3.29M +$644K +12,960 +26%
DHFB
18
Dixon Hubard Feinour & Brown
Virginia
$3.24M +$3.03M +61,030 New
Ameriprise
19
Ameriprise
Minnesota
$3.11M +$22.3K +448 +0.8%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.06M -$155K -3,113 -5%
Morgan Stanley
21
Morgan Stanley
New York
$2.99M +$243K +4,891 +9%
PAM
22
Panagora Asset Management
Massachusetts
$2.88M -$35K -704 -1%
Chevy Chase Trust
23
Chevy Chase Trust
Maryland
$2.48M -$16.7K -335 -0.7%
WBC
24
Westpac Banking Corp
Australia
$2.47M -$316K -6,365 -12%
Invesco
25
Invesco
Georgia
$2.13M -$6.91K -139 -0.3%

BFS Hedge Fund Activity: Q4 2021 in Review

135 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q4 2021, worth a combined $586M — up 22% from $481M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BFS positions and 12 closed out — a net gain of 10 holders — while 42 added to existing stakes and 39 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.09M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.33M.

  • 135 institutional investors held Saul Centers (BFS) as of Q4 2021, up from 126 in Q3 2021.
  • Funds reported $586M of Saul Centers stock for Q4 2021, up 22% quarter-over-quarter.
  • 22 funds opened new Saul Centers positions in Q4 2021 and 12 closed out, a net change of +10 holders.
  • The largest Saul Centers buyer in Q4 2021 was Vanguard Group, an estimated $3.09M added.
  • The largest Saul Centers seller in Q4 2021 was T. Rowe Price Associates, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2021.