Safehold
SAFE
184 hedge funds and large institutions have $1.01B invested in Safehold in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 18 closing their positions.
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
5% more funds holding
Funds holding: 176 → 184 (+8)
7% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 57
2.3% less ownership
Funds ownership: 71.31% → 69.01% (-2.3%)
15% less capital invested
Capital invested by funds: $1.19B → $1.01B (-$181M)
29% less call options, than puts
Call options by funds: $4.36M | Put options by funds: $6.11M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$7.29M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$5.19M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$5.07M |
| 4 |
EP
Edgestream Partners
Princeton,
New Jersey
|
+$4.44M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$16.7M |
| 3 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$5.17M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$5M |
| 5 |
WCP
Waterfront Capital Partners
New York
|
-$4.95M |
SAFE Hedge Fund Activity: Q1 2024 in Review
184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Safehold (SAFE) for Q1 2024, worth a combined $1.01B — down 15% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SAFE positions and 18 closed out — a net gain of 8 holders — while 61 added to existing stakes and 57 trimmed.
The largest buyer was Peregrine Capital Management, opening a new position worth an estimated $7.29M. The largest seller was Morgan Stanley, cutting an estimated $19.5M.
- 184 institutional investors held Safehold (SAFE) as of Q1 2024, up from 176 in Q4 2023.
- Funds reported $1.01B of Safehold stock for Q1 2024, down 15% quarter-over-quarter.
- 26 funds opened new Safehold positions in Q1 2024 and 18 closed out, a net change of +8 holders.
- The largest Safehold buyer in Q1 2024 was Peregrine Capital Management, an estimated $7.29M added.
- The largest Safehold seller in Q1 2024 was Morgan Stanley, an estimated $19.5M sold.
Based on aggregated 13F filings for Q1 2024.