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BFS

Saul Centers

128 hedge funds and large institutions have $445M invested in Saul Centers in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $415M → $445M (+$29.8M)

9% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 43

0.28% more ownership

Funds ownership: 46.31%46.59% (+0.28%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 129128 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.06%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
47
Reduced
43
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$89.6M +$1.16M +28,730 +1%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$86.1M -$200K -4,939 -0.2%
BlackRock
3
BlackRock
New York
$83.1M +$1.89M +46,624 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$53.7M -$2.27M -56,072 -4%
State Street
5
State Street
Massachusetts
$19.5M +$518K +12,774 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$10.5M +$296K +7,302 +3%
Renaissance Technologies
7
Renaissance Technologies
New York
$8.18M -$503K -12,400 -6%
Invesco
8
Invesco
Georgia
$7.46M +$899K +22,173 +14%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$6.59M -$2.03M -50,117 -24%
Northern Trust
10
Northern Trust
Illinois
$6.26M +$207K +5,096 +3%
Morgan Stanley
11
Morgan Stanley
New York
$5.63M -$328K -8,091 -6%
Norges Bank
12
Norges Bank
Norway
$4.59M +$296K +7,300 +7%
ACM
13
Ategra Capital Management
Virginia
$4M -$21.4K -528 -0.5%
Charles Schwab
14
Charles Schwab
California
$3.87M +$80.3K +1,980 +2%
CSPIA
15
Cary Street Partners Investment Advisory
Virginia
$2.77M +$30.4K +750 +1%
Brown Advisory
16
Brown Advisory
Maryland
$2.48M -$40.5K -1,000 -2%
AQR Capital Management
17
AQR Capital Management
Connecticut
$2.12M +$196K +4,835 +10%
Ameriprise
18
Ameriprise
Minnesota
$2.06M -$81.3K -2,007 -4%
Wells Fargo
19
Wells Fargo
California
$2.03M -$16.3K -401 -0.8%
N
20
Nuveen
North Carolina
$1.95M -$241K -5,937 -11%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$1.94M -$311K -7,673 -14%
Chevy Chase Trust
22
Chevy Chase Trust
Maryland
$1.91M
JP Morgan Chase
23
JP Morgan Chase
New York
$1.79M +$30.6K +754 +2%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$1.67M +$172K +4,235 +12%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.54M +$21K +519 +1%

BFS Hedge Fund Activity: Q4 2022 in Review

128 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q4 2022, worth a combined $445M — up 7.2% from $415M a quarter earlier.

Fund positioning in BFS was balanced in Q4 2022: 9 funds opened new positions, 9 closed out, 47 added to existing stakes and 43 trimmed.

The largest buyer was BlackRock, adding an estimated $1.89M. The largest seller was Principal Financial Group, cutting an estimated $2.27M.

  • 128 institutional investors held Saul Centers (BFS) as of Q4 2022, down from 129 in Q3 2022.
  • Funds reported $445M of Saul Centers stock for Q4 2022, up 7.2% quarter-over-quarter.
  • 9 funds opened new Saul Centers positions in Q4 2022 and 9 closed out, a net change of 0 holders.
  • The largest Saul Centers buyer in Q4 2022 was BlackRock, an estimated $1.89M added.
  • The largest Saul Centers seller in Q4 2022 was Principal Financial Group, an estimated $2.27M sold.

Based on aggregated 13F filings for Q4 2022.