SAFE

Safehold
SAFE

Overview Fund Activity

208 hedge funds and large institutions have $1.79B invested in Safehold in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+8
Holders Change %
+4%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
58
Reduced
89
Closed
15
Calls
$52.4M
Puts
$35.9M
Net Calls
+$16.4M
Net Calls Change
+$32.8M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$23.8M
2
JCI
Jet Capital Investors
New York
$31.3M
3
LPC
Long Pond Capital
New York
$17M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$17.7M
5
NW
NewEdge Wealth
Pennsylvania
$123M

Top Sellers

1
BlackRock
BlackRock
New York
$343M
2
CS
Credit Suisse
Switzerland
$1.63M
3
Vanguard Group
Vanguard Group
Pennsylvania
$284M
4
PMG
Private Management Group
California
$32.7M
5
EI
EAM Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
176
Fieldpoint Private Securities
Connecticut
$50K – – –
S
177
SignatureFD
Georgia
$44K – – –
SSB
178
Sandy Spring Bank
Maryland
$41K – – –
VCM
179
Versant Capital Management
Arizona
$40K – – –
CAL
180
Capital Analysts LLC
Pennsylvania
$40K +$127 +1 +0.3%
HNB
181
Huntington National Bank
Ohio
$29K +$6.32K +51 +28%
CG
182
Cutler Group
California
$28K -$156K -1,251 -85%
TWM
183
Tradition Wealth Management
Minnesota
$23K +$124 +1 +0.5%
SC
184
Saltoro Capital
Texas
$21K -$1.45M -11,543 -99%
COCM
185
Charter Oak Capital Management
New Hampshire
$20K +$6.38K +52 +47%
EWA
186
EverSource Wealth Advisors
Alabama
$16K +$16K +127 New
TWA
187
TCI Wealth Advisors
Arizona
$14K +$2.38K +19 +20%
NSIM
188
North Star Investment Management
Illinois
$12K – – –
TWC
189
TD Waterhouse Canada
Ontario, Canada
$10.1K +$10.1K +82 New
TCOV
190
Trust Company of Vermont
Vermont
$10K +$10K +82 New
ST
191
Smithfield Trust
Pennsylvania
$9K – – –
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$9K +$9K +71 New
FWM
193
Focused Wealth Management
New York
$8K – – –
STCOSD
194
Sageworth Trust Company of South Dakota
South Dakota
$8K +$8K +62 New
PCG
195
Private Capital Group
Connecticut
$7K -$1.32K -10 -16%
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
PFBT
197
Parkside Financial Bank & Trust
Missouri
$6K -$400 -3 -6%
EI
198
Ellevest Inc
New York
$5K +$556 +4 +13%
TFO
199
Tarbox Family Office
California
$4K – – –
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +28 New
5 6 7
8
9