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269 hedge funds and large institutions have $1.54B invested in Sabre in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 107 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $84.2M | Put options by funds: $41.2M

0.9% more ownership

Funds ownership: 107.98%108.88% (+0.9%)

9% less funds holding

Funds holding: 297269 (-28)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

22% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 107

30% less capital invested

Capital invested by funds: $2.19B → $1.54B (-$655M)

44% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 57

Holders
269
Holders Change
-28
Holders Change %
-9.43%
% of All Funds
4.29%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
32
Increased
83
Reduced
107
Closed
57
Calls
$84.2M
Puts
$41.2M
Net Calls
+$43M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$235M -$9.25M -1,615,681 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$161M +$1.18M +206,555 +0.6%
Fundsmith LLP
3
Fundsmith LLP
United Kingdom
$97.4M
EARNEST Partners
4
EARNEST Partners
Georgia
$93.6M +$22.6M +3,945,729 +22%
Invesco
5
Invesco
Georgia
$64.1M -$20M -3,489,270 -19%
AMH
6
Apollo Management Holdings
New York
$61.8M
State Street
7
State Street
Massachusetts
$50.3M -$166K -28,981 -0.2%
YCM
8
Yiheng Capital Management
California
$44.7M
OHA
9
Oak Hill Advisors
New York
$43.7M
DG
10
Discerene Group
Connecticut
$35.1M +$35.8M +6,259,064 +324%
USGIU
11
U.S. Global Investors (USGI)
Texas
$33.5M +$3.26M +569,271 +8%
EAM
12
Erste Asset Management
Austria
$28.9M +$9.15M +1,598,675 +31%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$27.3M +$1.59M +278,109 +5%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$24.3M -$11.7M -2,049,876 -27%
PCM
15
PAR Capital Management
Massachusetts
$23M +$26.8M +4,689,500 +705%
Citadel Advisors
16
Citadel Advisors
Florida
$21.7M +$15M +2,625,267 +107%
Charles Schwab
17
Charles Schwab
California
$21.6M +$661K +115,428 +2%
HCC
18
Hill City Capital
Massachusetts
$18.6M +$6.47M +1,130,000 +35%
Deutsche Bank
19
Deutsche Bank
Germany
$18.2M +$23.4M +4,086,244 +2,645%
Morgan Stanley
20
Morgan Stanley
New York
$17.4M -$5.62M -982,474 -19%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$17.3M +$23M +4,013,967 +55,975%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$17M -$3.67M -641,720 -14%
N
23
Nuveen
North Carolina
$15.3M -$6.56M -1,145,258 -24%
CCM
24
Causeway Capital Management
California
$15.2M -$656K -114,577 -3%
CM
25
Caption Management
Oklahoma
$14.9M +$5.79M +1,011,096 +41%

SABR Hedge Fund Activity: Q1 2023 in Review

269 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Sabre (SABR) for Q1 2023, worth a combined $1.54B — down 30% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of SABR and 32 opened new positions — a net loss of 25 holders — while 107 trimmed existing stakes and 83 added.

The largest buyer was Discerene Group, adding an estimated $35.8M. The largest seller was Fidelity Investments, cutting an estimated $27.9M.

  • 269 institutional investors held Sabre (SABR) as of Q1 2023, down from 297 in Q4 2022.
  • Funds reported $1.54B of Sabre stock for Q1 2023, down 30% quarter-over-quarter.
  • 32 funds opened new Sabre positions in Q1 2023 and 57 closed out, a net change of -25 holders.
  • The largest Sabre buyer in Q1 2023 was Discerene Group, an estimated $35.8M added.
  • The largest Sabre seller in Q1 2023 was Fidelity Investments, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2023.