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Safety Insurance

175 hedge funds and large institutions have $1.1B invested in Safety Insurance in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $310K

32% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 53

1.36% less ownership

Funds ownership: 93.27%91.91% (-1.4%)

6% less funds holding

Funds holding: 186175 (-11)

17% less capital invested

Capital invested by funds: $1.33B → $1.1B (-$228M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 27

Holders
175
Holders Change
-11
Holders Change %
-5.91%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
70
Reduced
53
Closed
27
Calls
$1.64M
Puts
$310K
Net Calls
+$1.33M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
51
First Manhattan
New York
$1.48M -$139K -1,540 -8%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$1.41M -$21.7K -241 -1%
Canada Life
53
Canada Life
Manitoba, Canada
$1.38M +$225K +2,495 +17%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1.34M -$68.5K -759 -4%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$1.27M +$1.41M +15,622 New
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$1.24M +$133K +1,478 +11%
MAM
57
Martingale Asset Management
Massachusetts
$1.22M +$7.22K +80 +0.5%
Prudential Financial
58
Prudential Financial
New Jersey
$1.21M +$42.9K +475 +3%
RPSA
59
Richard P. Slaughter Associates
Texas
$1.19M -$119K -1,316 -8%
ACA
60
Anchor Capital Advisors
Massachusetts
$1.19M -$5.68K -63 -0.4%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$1.16M -$1.98M -21,986 -61%
FIM
62
Fernwood Investment Management
Massachusetts
$1.14M +$1.17K +13 +0.1%
COPPSERS
63
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.09M +$59.8K +663 +5%
LWAC
64
Laurel Wealth Advisors (California)
California
$1.07M -$5.86K -65 -0.5%
Stifel Financial
65
Stifel Financial
Missouri
$1.04M +$99.5K +1,103 +9%
YCM
66
Yousif Capital Management
Michigan
$971K +$37.3K +413 +4%
CS
67
Credit Suisse
Switzerland
$962K +$54.8K +607 +5%
Comerica Bank
68
Comerica Bank
Texas
$919K -$59.5K -660 -6%
Franklin Resources
69
Franklin Resources
California
$919K +$132K +1,468 +15%
TPSF
70
Texas Permanent School Fund
Texas
$865K +$41.1K +456 +4%
SOADOR
71
State of Alaska Department of Revenue
Alaska
$832K -$35.3K -391 -4%
AFM
72
Abbot Financial Management
Massachusetts
$789K -$33.8K -375 -4%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$781K -$8.12K -90 -0.9%
SO
74
STRS Ohio
Ohio
$774K +$45.1K +500 +6%
WG
75
Winton Group
United Kingdom
$755K -$578K -6,411 -41%

SAFT Hedge Fund Activity: Q3 2022 in Review

175 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Safety Insurance (SAFT) for Q3 2022, worth a combined $1.1B — down 17% from $1.33B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SAFT and 18 opened new positions — a net loss of 9 holders — while 53 trimmed existing stakes and 70 added.

The largest buyer was Victory Capital Management, adding an estimated $16.6M. The largest seller was AltraVue Capital, cutting an estimated $14.1M.

  • 175 institutional investors held Safety Insurance (SAFT) as of Q3 2022, down from 186 in Q2 2022.
  • Funds reported $1.1B of Safety Insurance stock for Q3 2022, down 17% quarter-over-quarter.
  • 18 funds opened new Safety Insurance positions in Q3 2022 and 27 closed out, a net change of -9 holders.
  • The largest Safety Insurance buyer in Q3 2022 was Victory Capital Management, an estimated $16.6M added.
  • The largest Safety Insurance seller in Q3 2022 was AltraVue Capital, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2022.