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Safety Insurance

180 hedge funds and large institutions have $1.22B invested in Safety Insurance in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more call options, than puts

Call options by funds: $2.77M | Put options by funds: $482K

23% more capital invested

Capital invested by funds: $995M → $1.22B (+$229M)

13.75% more ownership

Funds ownership: 78.16%91.91% (+14%)

9% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 68

5% less funds holding

Funds holding: 190180 (-10)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
180
Holders Change
-10
Holders Change %
-5.26%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
62
Reduced
68
Closed
21
Calls
$2.77M
Puts
$482K
Net Calls
+$2.29M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$41K +$38.4K +450 New
MCC
152
Money Concepts Capital
Florida
$36K +$34.2K +401 New
SOW
153
State of Wyoming
Wyoming
$34K +$32.4K +379 New
SWA
154
Sutton Wealth Advisors
Florida
$22.6K
BFEC
155
Benjamin F. Edwards & Company
Missouri
$22K
VCM
156
Versant Capital Management
Arizona
$21K
TRCT
157
Tower Research Capital (TRC)
New York
$20K -$1.79K -21 -9%
FAG
158
Fortitude Advisory Group
Washington
$16K
MAM
159
Meeder Asset Management
Ohio
$12K +$11.4K +133 +13,300%
BWA
160
BDO Wealth Advisors
Florida
$10K
ST
161
Smithfield Trust
Pennsylvania
$10K
SC
162
Stephens Consulting
Michigan
$9.09K -$8.54K -100 -50%
Osaic Holdings
163
Osaic Holdings
Arizona
$9K -$2.05K -24 -21%
HC
164
Hoese & Co
Minnesota
$9K
EWA
165
EverSource Wealth Advisors
Alabama
$8K
TFO
166
Tarbox Family Office
California
$6K
TWA
167
TCI Wealth Advisors
Arizona
$6K
GRP
168
Global Retirement Partners
California
$6K +$2.31K +27 +66%
QCG
169
Quadrant Capital Group
Ohio
$5K -$85 -1 -2%
CWP
170
Concord Wealth Partners
Virginia
$5K
RA
171
Rise Advisors
New York
$5K
PFBT
172
Parkside Financial Bank & Trust
Missouri
$4K -$768 -9 -18%
Bessemer Group
173
Bessemer Group
New Jersey
$4K -$512 -6 -11%
PA
174
Parallel Advisors
California
$2K
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.96K +23 New

SAFT Hedge Fund Activity: Q1 2022 in Review

180 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Safety Insurance (SAFT) for Q1 2022, worth a combined $1.22B — up 23% from $995M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of SAFT and 14 opened new positions — a net loss of 7 holders — while 68 trimmed existing stakes and 62 added.

The largest buyer was Bank of New York Mellon, adding an estimated $140M. The largest seller was Norges Bank, cutting an estimated $8.68M.

  • 180 institutional investors held Safety Insurance (SAFT) as of Q1 2022, down from 190 in Q4 2021.
  • Funds reported $1.22B of Safety Insurance stock for Q1 2022, up 23% quarter-over-quarter.
  • 14 funds opened new Safety Insurance positions in Q1 2022 and 21 closed out, a net change of -7 holders.
  • The largest Safety Insurance buyer in Q1 2022 was Bank of New York Mellon, an estimated $140M added.
  • The largest Safety Insurance seller in Q1 2022 was Norges Bank, an estimated $8.68M sold.

Based on aggregated 13F filings for Q1 2022.