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BFS

Saul Centers

139 hedge funds and large institutions have $427M invested in Saul Centers in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

5% more funds holding

Funds holding: 133139 (+6)

0.73% less ownership

Funds ownership: 46.74%46.02% (-0.73%)

3% less capital invested

Capital invested by funds: $439M → $427M (-$12.7M)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

Holders
139
Holders Change
+6
Holders Change %
+4.51%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
42
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$78.3M -$2.18M -57,429 -3%
BlackRock
2
BlackRock
New York
$76.4M -$860K -22,635 -1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$70.4M -$11.8M -311,227 -15%
Principal Financial Group
4
Principal Financial Group
Iowa
$30.3M -$10.2M -267,545 -25%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$22.2M +$12.5M +328,280 +132%
State Street
6
State Street
Massachusetts
$20.1M +$413K +10,886 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.7M +$293K +7,726 +3%
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$10.6M +$10.5M +276,620 New
Renaissance Technologies
9
Renaissance Technologies
New York
$7.98M +$198K +5,200 +3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$7.87M -$48.2K -1,268 -0.6%
Morgan Stanley
11
Morgan Stanley
New York
$6.98M -$5.95M -156,768 -46%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$5.38M -$230K -6,067 -4%
Northern Trust
13
Northern Trust
Illinois
$4.69M -$183K -4,821 -4%
Invesco
14
Invesco
Georgia
$4.48M +$112K +2,943 +3%
Charles Schwab
15
Charles Schwab
California
$4.14M +$102K +2,682 +3%
Man Group
16
Man Group
United Kingdom
$3.29M +$1.25M +32,862 +62%
Norges Bank
17
Norges Bank
Norway
$3.02M -$265K -6,987 -8%
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$2.49M -$69.9K -1,840 -3%
SAG
19
SageView Advisory Group
California
$2.33M +$293K +7,724 New
Brown Advisory
20
Brown Advisory
Maryland
$2.31M +$15.2K +400 +0.7%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.27M +$458K +12,057 +26%
Lazard Asset Management
22
Lazard Asset Management
New York
$2.09M +$4.25K +112 +0.2%
LSV Asset Management
23
LSV Asset Management
Illinois
$2.08M -$106K -2,800 -5%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$2.04M +$584K +15,368 +41%
N
25
Nuveen
North Carolina
$2.02M -$285K -7,494 -12%

BFS Hedge Fund Activity: Q1 2024 in Review

139 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Saul Centers (BFS) for Q1 2024, worth a combined $427M — down 2.9% from $439M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BFS positions and 13 closed out — a net gain of 6 holders — while 42 added to existing stakes and 48 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $12.5M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $11.8M.

  • 139 institutional investors held Saul Centers (BFS) as of Q1 2024, up from 133 in Q4 2023.
  • Funds reported $427M of Saul Centers stock for Q1 2024, down 2.9% quarter-over-quarter.
  • 19 funds opened new Saul Centers positions in Q1 2024 and 13 closed out, a net change of +6 holders.
  • The largest Saul Centers buyer in Q1 2024 was Adage Capital Partners, an estimated $12.5M added.
  • The largest Saul Centers seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2024.