We are live on ! Find out more
SAFE

Safehold

177 hedge funds and large institutions have $1.41B invested in Safehold in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

11% more capital invested

Capital invested by funds: $1.27B → $1.41B (+$140M)

7% more funds holding

Funds holding: 166177 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 55

1.36% less ownership

Funds ownership: 27.68%26.32% (-1.4%)

77% less call options, than puts

Call options by funds: $9.29M | Put options by funds: $41M

Holders
177
Holders Change
+11
Holders Change %
+6.63%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
54
Reduced
55
Closed
20
Calls
$9.29M
Puts
$41M
Net Calls
-$31.7M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$35K
SSB
152
Sandy Spring Bank
Maryland
$33K +$29.2K +329 New
US Bancorp
153
US Bancorp
Minnesota
$32K
OIA
154
Optimum Investment Advisors
Illinois
$26K
TWM
155
Tradition Wealth Management
Minnesota
$19K +$89 +1 +0.5%
CG
156
Cutler Group
California
$16K +$14.6K +165 New
COCM
157
Charter Oak Capital Management
New Hampshire
$11K +$9.85K +111 New
NSIM
158
North Star Investment Management
Illinois
$9K
MAM
159
Meeder Asset Management
Ohio
$9K +$5.5K +62 +258%
JCM
160
Jacobi Capital Management
Pennsylvania
$8K
ST
161
Smithfield Trust
Pennsylvania
$8K
TCOV
162
Trust Company of Vermont
Vermont
$8K
AWA
163
Arkadios Wealth Advisors
Georgia
$8K +$89 +1 +1%
ST
164
Sageworth Trust
Pennsylvania
$8K +$7.27K +82 New
FWM
165
Focused Wealth Management
New York
$7K
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$7K
PCG
167
Private Capital Group
Connecticut
$7K +$4.17K +47 +188%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$6K
TWA
169
TCI Wealth Advisors
Arizona
$6K +$443 +5 +8%
PFBT
170
Parkside Financial Bank & Trust
Missouri
$5K +$266 +3 +7%
BCA
171
Berman Capital Advisors
Georgia
$4K
TFO
172
Tarbox Family Office
California
$3K
EI
173
Ellevest Inc
New York
$3K +$1.69K +19 +146%
FRA
174
Front Row Advisors
California
$2K
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$1.06K -$32.6K -368 -3%

SAFE Hedge Fund Activity: Q2 2021 in Review

177 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Safehold (SAFE) for Q2 2021, worth a combined $1.41B — up 11% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SAFE positions and 20 closed out — a net gain of 11 holders — while 54 added to existing stakes and 55 trimmed.

The largest buyer was NewEdge Wealth, opening a new position worth an estimated $32.9M. The largest seller was UBS Group, cutting an estimated $105M.

  • 177 institutional investors held Safehold (SAFE) as of Q2 2021, up from 166 in Q1 2021.
  • Funds reported $1.41B of Safehold stock for Q2 2021, up 11% quarter-over-quarter.
  • 31 funds opened new Safehold positions in Q2 2021 and 20 closed out, a net change of +11 holders.
  • The largest Safehold buyer in Q2 2021 was NewEdge Wealth, an estimated $32.9M added.
  • The largest Safehold seller in Q2 2021 was UBS Group, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2021.