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Safety Insurance

174 hedge funds and large institutions have $1.18B invested in Safety Insurance in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

64% more call options, than puts

Call options by funds: $9.64M | Put options by funds: $5.89M

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

7% more funds holding

Funds holding: 162174 (+12)

0.68% more ownership

Funds ownership: 82.43%83.11% (+0.68%)

8% less capital invested

Capital invested by funds: $1.28B → $1.18B (-$101M)

Holders
174
Holders Change
+12
Holders Change %
+7.41%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
55
Reduced
50
Closed
16
Calls
$9.64M
Puts
$5.89M
Net Calls
+$3.75M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
151
Reilly Financial Advisors
California
$42K
LIA
152
LS Investment Advisors
Michigan
$40K
US Bancorp
153
US Bancorp
Minnesota
$39K
RIA
154
Realta Investment Advisors
Delaware
$37K
SPIA
155
Steward Partners Investment Advisory
New York
$37K
ASN
156
Advisory Services Network
Georgia
$37K +$780 +8 +2%
SWA
157
Sutton Wealth Advisors
Florida
$31.5K
1IA
158
1834 Investment Advisors
Wisconsin
$28K +$29.9K +307 New
VCM
159
Versant Capital Management
Arizona
$27K
TCOV
160
Trust Company of Vermont
Vermont
$12K
BWA
161
BDO Wealth Advisors
Florida
$11K
FHA
162
Flagship Harbor Advisors
Massachusetts
$9K +$97 +1 +1%
GRP
163
Global Retirement Partners
California
$9K +$9.75K +100 New
BCA
164
Berman Capital Advisors
Georgia
$8K
HGWM
165
Harvest Group Wealth Management
Massachusetts
$7K
TFO
166
Tarbox Family Office
California
$6K
GT
167
Glenmede Trust
Pennsylvania
$5K
ST
168
Smithfield Trust
Pennsylvania
$5K
AG
169
Advisor Group
Arizona
$3K +$2.83K +29 New
TRCT
170
Tower Research Capital (TRC)
New York
$2K -$39.8K -408 -95%
S
171
SignatureFD
Georgia
$2K
PFBT
172
Parkside Financial Bank & Trust
Missouri
$1K
PHK
173
Point72 Hong Kong
Hong Kong
$1K +$1.17K +12 New
OPS
174
Orion Portfolio Solutions
Nebraska
$1K +$1.36K +14 New
CEP
175
Chicago Equity Partners
Illinois
-$1.22M -12,005 Closed

SAFT Hedge Fund Activity: Q4 2019 in Review

174 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Safety Insurance (SAFT) for Q4 2019, worth a combined $1.18B — down 7.9% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SAFT positions and 16 closed out — a net gain of 13 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.66M. The largest seller was Westwood Holdings Group, cutting an estimated $11M.

  • 174 institutional investors held Safety Insurance (SAFT) as of Q4 2019, up from 162 in Q3 2019.
  • Funds reported $1.18B of Safety Insurance stock for Q4 2019, down 7.9% quarter-over-quarter.
  • 29 funds opened new Safety Insurance positions in Q4 2019 and 16 closed out, a net change of +13 holders.
  • The largest Safety Insurance buyer in Q4 2019 was Morgan Stanley, an estimated $7.66M added.
  • The largest Safety Insurance seller in Q4 2019 was Westwood Holdings Group, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2019.