We are live on ! Find out more
SAFE

Safehold

145 hedge funds and large institutions have $717M invested in Safehold in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $429K

31% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 42

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1% more funds holding

Funds holding: 143145 (+2)

0.09% more ownership

Funds ownership: 68.51%68.59% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $730M → $717M (-$13.5M)

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
55
Reduced
42
Closed
20
Calls
$1.09M
Puts
$429K
Net Calls
+$658K
Net Calls Change
+$108K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$125M -$378K -6,585 -0.3%
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$85.3M -$1.23M -21,407 -1%
BlackRock
3
BlackRock
New York
$81.7M -$3.8M -66,123 -4%
UBS Group
4
UBS Group
Switzerland
$62.5M +$4.66M +81,051 +8%
VM
5
Valinor Management
New York
$31.8M -$6.26M -109,056 -16%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$30.2M -$24.7M -429,618 -45%
REMS
7
Real Estate Management Services
$28.2M +$944K +16,436 +3%
Millennium Management
8
Millennium Management
New York
$21M +$16.3M +283,964 +348%
State Street
9
State Street
Massachusetts
$17.4M -$597K -10,400 -3%
Goldman Sachs
10
Goldman Sachs
New York
$16.6M -$6.12M -106,566 -27%
Norges Bank
11
Norges Bank
Norway
$12.6M +$1.2M +20,932 +11%
Citigroup
12
Citigroup
New York
$12.3M +$57.4K +999 +0.5%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$11.8M +$2.06M +35,914 +21%
O
14
OppenheimerFunds
New York
$10.3M -$743K -12,937 -7%
Northern Trust
15
Northern Trust
Illinois
$10M -$140K -2,445 -1%
CA
16
Claar Advisors
New York
$9.73M +$3.75M +65,370 +63%
Charles Schwab
17
Charles Schwab
California
$9.66M +$3.75M +65,320 +63%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$8.09M +$1.78M +30,931 +28%
PMG
19
Private Management Group
California
$6.25M +$4.8M +83,628 +332%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6M +$842K +14,661 +16%
GCM
21
Glendon Capital Management
California
$5.65M
Wells Fargo
22
Wells Fargo
California
$5.13M -$4.77K -83 -0.1%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$4.96M +$851K +14,813 +21%
KIM
24
Kestrel Investment Management
California
$4.7M -$50.7K -883 -1%
AllianceBernstein
25
AllianceBernstein
Tennessee
$4.26M +$13.6K +237 +0.3%

SAFE Hedge Fund Activity: Q3 2017 in Review

145 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Safehold (SAFE) for Q3 2017, worth a combined $717M — down 1.9% from $730M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SAFE positions and 20 closed out — a net gain of 2 holders — while 55 added to existing stakes and 42 trimmed.

The largest buyer was Millennium Management, adding an estimated $16.3M. The largest seller was Fidelity Investments, cutting an estimated $24.7M.

  • 145 institutional investors held Safehold (SAFE) as of Q3 2017, up from 143 in Q2 2017.
  • Funds reported $717M of Safehold stock for Q3 2017, down 1.9% quarter-over-quarter.
  • 22 funds opened new Safehold positions in Q3 2017 and 20 closed out, a net change of +2 holders.
  • The largest Safehold buyer in Q3 2017 was Millennium Management, an estimated $16.3M added.
  • The largest Safehold seller in Q3 2017 was Fidelity Investments, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2017.