SAFE

Safehold
SAFE

Overview Fund Activity

176 hedge funds and large institutions have $1.19B invested in Safehold in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+4
Holders Change %
+2.33%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
29
Increased
73
Reduced
49
Closed
22
Calls
$8.6M
Puts
$14.3M
Net Calls
-$5.74M
Net Calls Change
-$5.23M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$51.6M
2
ACM
2
AEW Capital Management
Massachusetts
$25.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$43M
4
BlackRock
4
BlackRock
New York
$206M
5
SEI Investments
5
SEI Investments
Pennsylvania
$9.36M

Top Sellers

1
LPC
1
Long Pond Capital
New York
$58.3M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$640K
3
Millennium Management
3
Millennium Management
New York
$3.45M
4
MIM
4
Monashee Investment Management
Massachusetts
$0
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
151
Farther Finance Advisors
California
$20.9K +$20.9K +895 New
NS
152
NBC Securities
Alabama
$14K – – –
EWA
153
EverSource Wealth Advisors
Alabama
$13.4K +$2.01K +86 +18%
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$11.1K +$8.07K +345 +265%
CAL
155
Capital Analysts LLC
Pennsylvania
$8K +$8K +348 New
PCMC
156
Planning Capital Management Corporation
Pennsylvania
$6.53K +$6.53K +279 New
GWS
157
Glassman Wealth Services
Virginia
$4.98K +$3.14K +134 +170%
AssetMark Inc
158
AssetMark Inc
California
$4.8K -$403K -17,203 -99%
PA
159
Pineridge Advisors
Missouri
$3.67K +$3.67K +157 New
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$2.93K +$1.4K +60 +92%
NA
161
NewEdge Advisors
Louisiana
$2.71K – – –
TWC
162
TD Waterhouse Canada
Ontario, Canada
$2.17K – – –
QCG
163
Quadrant Capital Group
Ohio
$2.11K -$2.08K -89 -50%
FWM
164
Focused Wealth Management
New York
$1.78K – – –
EBA
165
Eagle Bay Advisors
New York
$1.64K -$4.07K -174 -71%
PWMG
166
Private Wealth Management Group
New Jersey
$1.29K +$1.29K +55 New
CAL
167
Capital Advisors Ltd
Ohio
$1K – – –
VF
168
VitalStone Financial
Texas
$1K – – –
PA
169
Parallel Advisors
California
$796 +$351 +15 +79%
PFBT
170
Parkside Financial Bank & Trust
Missouri
$632 -$8.43K -360 -93%
AF
171
Allworth Financial
California
$468 -$655 -28 -58%
TC
172
Truvestments Capital
Florida
$234 -$8.52K -364 -97%
S
173
Sachetta
Massachusetts
$142 +$142 +6 New
S
174
SignatureFD
Georgia
$47 – – –
HNB
175
Huntington National Bank
Ohio
$8 – – –
4 5 6
7
8