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SAFE

Safehold

125 hedge funds and large institutions have $1.03B invested in Safehold in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $5.9M

5% less capital invested

Capital invested by funds: $1.09B → $1.03B (-$59.8M)

11% less funds holding

Funds holding: 140125 (-15)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

54% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 26

Holders
125
Holders Change
-15
Holders Change %
-10.71%
% of All Funds
3.49%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.22%
New
12
Increased
41
Reduced
48
Closed
26
Calls
$14.5M
Puts
$5.9M
Net Calls
+$8.6M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Diamond Hill Capital Management
1
Diamond Hill Capital Management
Ohio
$91M +$1.2M +19,122 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$66.8M +$666K +10,635 +1%
SCM
3
Steadfast Capital Management
New York
$61.3M
VM
4
Valinor Management
New York
$60.2M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$56.5M +$19.2M +306,205 +50%
Morgan Stanley
6
Morgan Stanley
New York
$54.9M -$1.73M -27,599 -3%
BFA
7
BlackRock Fund Advisors
California
$45.7M -$924K -14,746 -2%
CS
8
Credit Suisse
Switzerland
$39.7M -$2.18M -34,793 -5%
LCP
9
Lombardia Capital Partners
California
$37.3M -$5.2M -83,057 -12%
UBS Group
10
UBS Group
Switzerland
$36.2M +$21.6M +345,419 +140%
IG
11
ING Group
Netherlands
$28.8M -$5.91M -94,288 -17%
GC
12
Gratia Capital
California
$28.6M +$18.8M +299,324 +179%
BIT
13
BlackRock Institutional Trust
California
$26.8M -$600K -9,580 -2%
Goldman Sachs
14
Goldman Sachs
New York
$23.3M +$3.29M +52,526 +16%
MVM
15
McClain Value Management
Connecticut
$22.5M +$350K +5,580 +2%
O
16
OppenheimerFunds
New York
$21.8M +$13.6M +217,180 +156%
REMS
17
Real Estate Management Services
$21.7M +$16.2M +258,054 +266%
Citigroup
18
Citigroup
New York
$19.4M +$5.11M +81,616 +35%
State Street
19
State Street
Massachusetts
$18.6M -$329K -5,247 -2%
AMH
20
Apollo Management Holdings
New York
$16.2M +$2.12M +33,912 +15%
SRES
21
Starwood Real Estate Securities
Connecticut
$15.6M -$3.29M -52,483 -17%
GA
22
GRS Advisors
Illinois
$14.9M -$23.2M -369,915 -60%
BC
23
Brookfield Corp
Ontario, Canada
$14.6M
RO
24
Reservoir Operations
New York
$12.9M
Northern Trust
25
Northern Trust
Illinois
$12.9M -$710K -11,338 -5%

SAFE Hedge Fund Activity: Q3 2015 in Review

125 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Safehold (SAFE) for Q3 2015, worth a combined $1.03B — down 5.5% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of SAFE and 12 opened new positions — a net loss of 14 holders — while 48 trimmed existing stakes and 41 added.

The largest buyer was UBS Group, adding an estimated $21.6M. The largest seller was GRS Advisors, cutting an estimated $23.2M.

  • 125 institutional investors held Safehold (SAFE) as of Q3 2015, down from 140 in Q2 2015.
  • Funds reported $1.03B of Safehold stock for Q3 2015, down 5.5% quarter-over-quarter.
  • 12 funds opened new Safehold positions in Q3 2015 and 26 closed out, a net change of -14 holders.
  • The largest Safehold buyer in Q3 2015 was UBS Group, an estimated $21.6M added.
  • The largest Safehold seller in Q3 2015 was GRS Advisors, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2015.