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SAFE

Safehold

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

49% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 49

40% more capital invested

Capital invested by funds: $847M → $1.19B (+$339M)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

4.36% more ownership

Funds ownership: 66.96%71.31% (+4.4%)

2% more funds holding

Funds holding: 172176 (+4)

40% less call options, than puts

Call options by funds: $8.6M | Put options by funds: $14.3M

Holders
176
Holders Change
+4
Holders Change %
+2.33%
% of All Funds
2.57%
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
-$5.22M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
151
Farther Finance Advisors
California
$20.9K +$16.9K +895 New
NS
152
NBC Securities
Alabama
$14K
EWA
153
EverSource Wealth Advisors
Alabama
$13.4K +$1.62K +86 +18%
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$11.1K +$6.5K +345 +265%
CAL
155
Capital Analysts LLC
Pennsylvania
$8K +$6.56K +348 New
PCMC
156
Planning Capital Management Corporation
Pennsylvania
$6.53K +$5.26K +279 New
GWS
157
Glassman Wealth Services
Virginia
$4.98K +$2.53K +134 +170%
AssetMark Inc
158
AssetMark Inc
California
$4.8K -$324K -17,203 -99%
PA
159
Pineridge Advisors
Missouri
$3.67K +$2.96K +157 New
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$2.92K +$1.13K +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 -$1.68K -89 -50%
FWM
164
Focused Wealth Management
New York
$1.78K
EBA
165
Eagle Bay Advisors
New York
$1.64K -$3.28K -174 -71%
PWMG
166
Private Wealth Management Group
New Jersey
$1.29K +$1.04K +55 New
CAL
167
Capital Advisors Ltd
Ohio
$1K
VF
168
VitalStone Financial
Texas
$1K
PA
169
Parallel Advisors
California
$796 +$283 +15 +79%
PFBT
170
Parkside Financial Bank & Trust
Missouri
$632 -$6.79K -360 -93%
AF
171
Allworth Financial
California
$468 -$528 -28 -58%
TC
172
Truvestments Capital
Florida
$234 -$6.86K -364 -97%
S
173
Sachetta
Massachusetts
$142 +$113 +6 New
S
174
SignatureFD
Georgia
$47
HNB
175
Huntington National Bank
Ohio
$8

SAFE Hedge Fund Activity: Q4 2023 in Review

176 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Safehold (SAFE) for Q4 2023, worth a combined $1.19B — up 40% from $847M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SAFE positions and 22 closed out — a net gain of 7 holders — while 73 added to existing stakes and 49 trimmed.

The largest buyer was UBS Group, adding an estimated $37.8M. The largest seller was Long Pond Capital, cutting an estimated $40.1M.

  • 176 institutional investors held Safehold (SAFE) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $1.19B of Safehold stock for Q4 2023, up 40% quarter-over-quarter.
  • 29 funds opened new Safehold positions in Q4 2023 and 22 closed out, a net change of +7 holders.
  • The largest Safehold buyer in Q4 2023 was UBS Group, an estimated $37.8M added.
  • The largest Safehold seller in Q4 2023 was Long Pond Capital, an estimated $40.1M sold.

Based on aggregated 13F filings for Q4 2023.