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BFS

Saul Centers
BFS

133 hedge funds and large institutions have $439M invested in Saul Centers in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $388M → $439M (+$51.3M)

0.77% more ownership

Funds ownership: 45.97% → 46.74% (+0.77%)

1% less funds holding

Funds holding: 134 → 133 (-1)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
49
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.63M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$6.24M
3
BlackRock
BlackRock
New York
+$2.19M
4
LSV Asset Management
LSV Asset Management
Illinois
+$1.98M
5
Man Group
Man Group
United Kingdom
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$8.07M
2
Millennium Management
Millennium Management
New York
-$1.73M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.48M
4
ACM
Ategra Capital Management
Virginia
-$1.09M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$84.1M +$112K +3,059 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$82.2M -$1.48M -40,261 -2%
BlackRock
3
BlackRock
New York
$78.9M +$2.19M +59,782 +3%
Principal Financial Group
4
Principal Financial Group
Iowa
$41.4M -$8.07M -220,257 -17%
State Street
5
State Street
Massachusetts
$20.1M +$439K +11,985 +2%
Morgan Stanley
6
Morgan Stanley
New York
$13.3M +$6.63M +180,974 +115%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.6M +$387K +10,559 +4%
Adage Capital Partners
8
Adage Capital Partners
Massachusetts
$9.77M +$6.24M +170,257 +217%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$8.08M -$305K -8,315 -4%
Renaissance Technologies
10
Renaissance Technologies
New York
$7.94M +$66K +1,800 +0.9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.72M -$172K -4,680 -3%
Northern Trust
12
Northern Trust
Illinois
$4.97M -$121K -3,305 -3%
Invesco
13
Invesco
Georgia
$4.46M -$261K -7,131 -6%
Charles Schwab
14
Charles Schwab
California
$4.12M +$116K +3,155 +3%
Norges Bank
15
Norges Bank
Norway
$3.35M -$564K -15,401 -15%
CSPIA
16
Cary Street Partners Investment Advisory
Virginia
$2.61M -$12.5K -340 -0.5%
N
17
Nuveen
North Carolina
$2.36M +$197K +5,382 +10%
Brown Advisory
18
Brown Advisory
Maryland
$2.34M – – –
LSV Asset Management
19
LSV Asset Management
Illinois
$2.23M +$1.98M +54,100 +1,932%
Lazard Asset Management
20
Lazard Asset Management
New York
$2.13M -$25.5K -697 -1%
Man Group
21
Man Group
United Kingdom
$2.07M +$1.93M +52,650 New
Wells Fargo
22
Wells Fargo
California
$2.04M +$18.7K +509 +1%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.84M +$200K +5,463 +13%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.63M +$48K +1,310 +3%
Ameriprise
25
Ameriprise
Minnesota
$1.62M -$69.7K -1,903 -4%
1
2 3 4 5

BFS Hedge Fund Activity: Q4 2023 in Review

133 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q4 2023, worth a combined $439M — up 13% from $388M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BFS and 13 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 49 added.

The largest buyer was Morgan Stanley, adding an estimated $6.63M. The largest seller was Principal Financial Group, cutting an estimated $8.07M.

  • 133 institutional investors held Saul Centers (BFS) as of Q4 2023, down from 134 in Q3 2023.
  • Funds reported $439M of Saul Centers stock for Q4 2023, up 13% quarter-over-quarter.
  • 13 funds opened new Saul Centers positions in Q4 2023 and 14 closed out, a net change of -1 holder.
  • The largest Saul Centers buyer in Q4 2023 was Morgan Stanley, an estimated $6.63M added.
  • The largest Saul Centers seller in Q4 2023 was Principal Financial Group, an estimated $8.07M sold.

Based on aggregated 13F filings for Q4 2023.