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SAFE

Safehold
SAFE

166 hedge funds and large institutions have $1.25B invested in Safehold in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 21 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 21

118% more capital invested

Capital invested by funds: $575M → $1.25B (+$676M)

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

49.14% more ownership

Funds ownership: 19.4% → 68.55% (+49%)

18% less funds holding

Funds holding: 203 → 166 (-37)

39% less call options, than puts

Call options by funds: $2.89M | Put options by funds: $4.72M

49% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 73

Holders
166
Holders Change
-37
Holders Change %
-18.23%
% of All Funds
2.65%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
37
Increased
108
Reduced
21
Closed
73
Calls
$2.89M
Puts
$4.72M
Net Calls
-$1.83M
Net Calls Change
-$2.08M

Top Buyers

Rank Fund Capital Flow
1
MC
MSD Capital
New York
+$261M
2
BlackRock
BlackRock
New York
+$238M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$201M
4
LPC
Long Pond Capital
New York
+$164M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$117M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$12.3M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$10.9M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$8.35M
4
UFM
Ursa Fund Management
California
-$6.9M
5
Citigroup
Citigroup
New York
-$6.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
51
Alpine Associates Management
Florida
$2.08M -$457K -9,112 -11%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$1.9M +$1.28M +25,577 +180%
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.74M +$2.26M +45,037 +293%
KCM
54
Kennedy Capital Management
Missouri
$1.68M +$1.5M +29,920 +110%
AC
55
Allstate Corporation
Illinois
$1.65M +$2.78M +55,324 New
Primecap Management
56
Primecap Management
California
$1.6M +$2.69M +53,600 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.54M +$2.62M +52,291 New
TPSF
58
Texas Permanent School Fund
Texas
$1.47M +$1.34M +26,736 +288%
AI
59
Atom Investors
Texas
$1.47M +$2.51M +50,060 New
Millennium Management
60
Millennium Management
New York
$1.46M +$2.5M +49,724 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.44M +$1.64M +32,632 +200%
SOADOR
62
State of Alaska Department of Revenue
Alaska
$1.37M +$1.58M +31,461 +206%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$1.36M +$1.88M +37,468 +419%
Cerity Partners
64
Cerity Partners
New York
$1.28M +$1.54M +30,679 +179%
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.25M +$1.39M +27,684 +186%
Amundi
66
Amundi
France
$1.2M +$2.14M +42,556 New
Verition Fund Management
67
Verition Fund Management
Connecticut
$1.19M -$10.9M -217,910 -84%
NAM
68
Nexpoint Asset Management
Texas
$1.11M +$1.87M +37,256 New
Bank of America
69
Bank of America
North Carolina
$1.08M -$2.52M -50,147 -57%
SCM
70
Sterneck Capital Management
Missouri
$1.07M +$643K +12,821 +54%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$897K +$1.16M +23,087 +310%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$881K +$1.14M +22,718 +312%
WC
73
Wexford Capital
Florida
$851K +$1.45M +28,986 New
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$760K +$1.2M +23,900 +1,221%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$760K +$975K +19,428 +302%
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SAFE Hedge Fund Activity: Q1 2023 in Review

166 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Safehold (SAFE) for Q1 2023, worth a combined $1.25B — up 118% from $575M a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of SAFE and 37 opened new positions — a net loss of 36 holders — while 21 trimmed existing stakes and 108 added.

The largest buyer was MSD Capital, opening a new position worth an estimated $261M. The largest seller was Goldman Sachs, cutting an estimated $12.3M.

  • 166 institutional investors held Safehold (SAFE) as of Q1 2023, down from 203 in Q4 2022.
  • Funds reported $1.25B of Safehold stock for Q1 2023, up 118% quarter-over-quarter.
  • 37 funds opened new Safehold positions in Q1 2023 and 73 closed out, a net change of -36 holders.
  • The largest Safehold buyer in Q1 2023 was MSD Capital, an estimated $261M added.
  • The largest Safehold seller in Q1 2023 was Goldman Sachs, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2023.