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BFS

Saul Centers

134 hedge funds and large institutions have $388M invested in Saul Centers in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

14% more funds holding

Funds holding: 118134 (+16)

0.21% more ownership

Funds ownership: 45.77%45.97% (+0.21%)

4% less capital invested

Capital invested by funds: $403M → $388M (-$15.2M)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

Holders
134
Holders Change
+16
Holders Change %
+13.56%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
38
Reduced
44
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$75.4M -$134K -3,580 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$75.2M +$123K +3,304 +0.2%
BlackRock
3
BlackRock
New York
$68.7M -$3.9M -104,589 -5%
Principal Financial Group
4
Principal Financial Group
Iowa
$45M -$704K -18,867 -1%
State Street
5
State Street
Massachusetts
$17.6M -$153K -4,102 -0.8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$10M +$413K +11,075 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.55M +$35.4K +948 +0.4%
Renaissance Technologies
8
Renaissance Technologies
New York
$7.07M +$22.4K +600 +0.3%
Morgan Stanley
9
Morgan Stanley
New York
$5.55M +$356K +9,531 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.31M -$229K -6,132 -4%
Northern Trust
11
Northern Trust
Illinois
$4.58M -$177K -4,730 -4%
Invesco
12
Invesco
Georgia
$4.26M -$342K -9,150 -7%
Charles Schwab
13
Charles Schwab
California
$3.59M +$206K +5,511 +6%
Norges Bank
14
Norges Bank
Norway
$3.55M -$467K -12,522 -11%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$2.77M +$2.93M +78,480 New
Millennium Management
16
Millennium Management
New York
$2.41M +$709K +18,996 +39%
CSPIA
17
Cary Street Partners Investment Advisory
Virginia
$2.36M -$14.9K -400 -0.6%
AQR Capital Management
18
AQR Capital Management
Connecticut
$2.31M +$665K +17,817 +37%
Brown Advisory
19
Brown Advisory
Maryland
$2.1M -$14.9K -400 -0.7%
Lazard Asset Management
20
Lazard Asset Management
New York
$1.94M +$467K +12,514 +30%
N
21
Nuveen
North Carolina
$1.93M -$109K -2,927 -5%
Wells Fargo
22
Wells Fargo
California
$1.82M -$110K -2,949 -5%
Ameriprise
23
Ameriprise
Minnesota
$1.52M -$73.4K -1,966 -4%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.46M +$41.8K +1,120 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.41M +$75K +2,009 +5%

BFS Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q3 2023, worth a combined $388M — down 3.8% from $403M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BFS positions and 1 closed out — a net gain of 16 holders — while 38 added to existing stakes and 44 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $2.93M. The largest seller was BlackRock, cutting an estimated $3.9M.

  • 134 institutional investors held Saul Centers (BFS) as of Q3 2023, up from 118 in Q2 2023.
  • Funds reported $388M of Saul Centers stock for Q3 2023, down 3.8% quarter-over-quarter.
  • 17 funds opened new Saul Centers positions in Q3 2023 and 1 closed out, a net change of +16 holders.
  • The largest Saul Centers buyer in Q3 2023 was Adage Capital Partners, an estimated $2.93M added.
  • The largest Saul Centers seller in Q3 2023 was BlackRock, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2023.