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SAFE

Safehold

212 hedge funds and large institutions have $688M invested in Safehold in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 65

4% more funds holding

Funds holding: 203212 (+9)

0.54% more ownership

Funds ownership: 24.02%24.56% (+0.54%)

4% less call options, than puts

Call options by funds: $8.93M | Put options by funds: $9.32M

31% less capital invested

Capital invested by funds: $993M → $688M (-$305M)

Holders
212
Holders Change
+9
Holders Change %
+4.43%
% of All Funds
3.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
40
Increased
79
Reduced
65
Closed
28
Calls
$8.93M
Puts
$9.32M
Net Calls
-$394K
Net Calls Change
-$3.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$137M +$19.7M +284,151 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$123M +$16.2M +233,717 +9%
NW
3
NewEdge Wealth
Pennsylvania
$41.4M -$5.61M -80,809 -8%
State Street
4
State Street
Massachusetts
$27.2M +$534K +7,692 +1%
Verition Fund Management
5
Verition Fund Management
Connecticut
$21.9M +$33.3M +479,689 +7,938%
Morgan Stanley
6
Morgan Stanley
New York
$20.5M +$15.6M +225,079 +98%
NTCM
7
Nut Tree Capital Management
New York
$18.5M
Citigroup
8
Citigroup
New York
$14.8M +$7.93M +114,127 +53%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$14.7M -$5.86M -84,448 -21%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14.4M +$1.25M +17,965 +6%
ACB
11
Aristotle Capital Boston
Massachusetts
$14.1M -$1.45M -20,934 -6%
Norges Bank
12
Norges Bank
Norway
$12.6M +$9.86M +141,952 +103%
Charles Schwab
13
Charles Schwab
California
$12M +$1.3M +18,764 +8%
PCM
14
Pentwater Capital Management
Florida
$11.1M +$13.7M +197,736 +405%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$9.78M -$5.32M -76,550 -26%
Goldman Sachs
16
Goldman Sachs
New York
$8.06M +$187K +2,695 +2%
DLA
17
Douglas Lane & Associates
New York
$7.99M -$823K -11,858 -6%
NM
18
Newtyn Management
New York
$7.83M +$12.1M +173,632 New
Tudor Investment Corp
19
Tudor Investment Corp
Connecticut
$7.8M +$12M +173,134 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.68M +$723K +10,406 +7%
Northern Trust
21
Northern Trust
Illinois
$7.52M +$360K +5,190 +3%
Invesco
22
Invesco
Georgia
$6.62M -$101K -1,459 -1%
Prudential Financial
23
Prudential Financial
New Jersey
$6.61M +$8.71M +125,432 +589%
PMG
24
Private Management Group
California
$6.37M -$2.71M -39,060 -22%
Marshall Wace
25
Marshall Wace
United Kingdom
$5.19M -$21.3K -306 -0.3%

SAFE Hedge Fund Activity: Q3 2022 in Review

212 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Safehold (SAFE) for Q3 2022, worth a combined $688M — down 31% from $993M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SAFE positions and 28 closed out — a net gain of 12 holders — while 79 added to existing stakes and 65 trimmed.

The largest buyer was Verition Fund Management, adding an estimated $33.3M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $30.2M sold.

  • 212 institutional investors held Safehold (SAFE) as of Q3 2022, up from 203 in Q2 2022.
  • Funds reported $688M of Safehold stock for Q3 2022, down 31% quarter-over-quarter.
  • 40 funds opened new Safehold positions in Q3 2022 and 28 closed out, a net change of +12 holders.
  • The largest Safehold buyer in Q3 2022 was Verition Fund Management, an estimated $33.3M added.
  • The largest Safehold seller in Q3 2022 was Hood River Capital Management, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2022.