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Safety Insurance

186 hedge funds and large institutions have $1.33B invested in Safety Insurance in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,016% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $262K

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more capital invested

Capital invested by funds: $1.22B → $1.33B (+$109M)

3% more funds holding

Funds holding: 180186 (+6)

1.36% more ownership

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

44% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 81

Holders
186
Holders Change
+6
Holders Change %
+3.33%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
45
Reduced
81
Closed
12
Calls
$2.92M
Puts
$262K
Net Calls
+$2.66M
Net Calls Change
+$373K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
151
Bartlett & Co
Ohio
$85K
BCWM
152
Bartlett & Co Wealth Management
Ohio
$85K
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$82.2K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$66K -$3.24K -36 -5%
CSB
155
City State Bank
Iowa
$61K
Macquarie Group
156
Macquarie Group
Australia
$56K
MWC
157
MBM Wealth Consultants
Missouri
$50K
UB
158
UMB Bank
Missouri
$49K
SPIA
159
Steward Partners Investment Advisory
New York
$48K
SWA
160
Sutton Wealth Advisors
Florida
$24.2K
BFEC
161
Benjamin F. Edwards & Company
Missouri
$23K
VCM
162
Versant Capital Management
Arizona
$23K
MAM
163
Meeder Asset Management
Ohio
$19K +$5.49K +61 +46%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$19K +$18K +200 New
TCM
165
Triumph Capital Management
Colorado
$18K +$1.8M +20,000 New
Osaic Holdings
166
Osaic Holdings
Arizona
$13K +$3.33K +37 +40%
BWA
167
BDO Wealth Advisors
Florida
$11K
HC
168
Hoese & Co
Minnesota
$10K
ST
169
Smithfield Trust
Pennsylvania
$10K
EWA
170
EverSource Wealth Advisors
Alabama
$8K
Bessemer Group
171
Bessemer Group
New Jersey
$8K +$3.51K +39 +81%
GRP
172
Global Retirement Partners
California
$7K
TWA
173
TCI Wealth Advisors
Arizona
$7K
CWP
174
Concord Wealth Partners
Virginia
$5K
QCG
175
Quadrant Capital Group
Ohio
$5K