SAFE

Safehold
SAFE

Overview Fund Activity

206 hedge funds and large institutions have $1.32B invested in Safehold in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+22
Holders Change %
+11.96%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
39
Increased
66
Reduced
61
Closed
17
Calls
$5.86M
Puts
$4.06M
Net Calls
+$1.8M
Net Calls Change
+$2.41M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$35.8M
2
UBS AM
UBS AM
Illinois
$9.17M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.58M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$103M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$3.93M

Top Sellers

1
LPC
Long Pond Capital
New York
$45.6M
2
MIIM
Mesirow Institutional Investment Management
Illinois
$0
3
NW
NewEdge Wealth
Pennsylvania
$65.9M
4
PCM
Peregrine Capital Management
Minnesota
$7.65M
5
ACM
AEW Capital Management
Massachusetts
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
176
Huntington National Bank
Ohio
$6.72K +$6.41K +245 +2,042%
MSFP
177
Mark Sheptoff Financial Planning
Connecticut
$6.56K +$6.56K +250 New
ACM
178
Aster Capital Management
United Arab Emirates
$5.95K +$5.95K +227 New
VWM
179
Venturi Wealth Management
Texas
$4.15K +$4.15K +158 New
UB
180
UMB Bank
Missouri
$4.09K +$1.65K +63 +68%
Bessemer Group
181
Bessemer Group
New Jersey
$4K +$4K +165 New
JIP
182
Jaffetilchin Investment Partners
Florida
$3.22K +$3.22K +123 New
NA
183
NewEdge Advisors
Louisiana
$3.04K – – –
NS
184
NBC Securities
Alabama
$3K -$3K -150 -50%
QCG
185
Quadrant Capital Group
Ohio
$2.36K – – –
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$1.71K – – –
PWMG
187
Private Wealth Management Group
New Jersey
$1.44K – – –
RIL
188
Rothschild Investment LLC
Illinois
$1.44K +$787 +30 +120%
PA
189
Parallel Advisors
California
$1.42K +$524 +20 +59%
S
190
SignatureFD
Georgia
$1.39K – – –
AF
191
Advisornet Financial
Minnesota
$1.31K – – –
AF
192
Allworth Financial
California
$1.02K – – –
QL
193
Quarry LP
New York
$1.02K +$1.02K +39 New
CAL
194
Capital Advisors Ltd
Ohio
$1K – – –
CPA
195
Capital Performance Advisors
California
$971 +$971 +37 New
BTI
196
Blue Trust Inc
Georgia
$907 +$907 +47 New
EBA
197
Eagle Bay Advisors
New York
$766 +$396 +15 +107%
PFBT
198
Parkside Financial Bank & Trust
Missouri
$709 – – –
ACM
199
Accent Capital Management
Ohio
$581 – – –
TC
200
Truvestments Capital
Florida
$262 +$262 +10 New
5 6 7
8
9