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Safety Insurance
SAFT

174 hedge funds and large institutions have $921M invested in Safety Insurance in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more call options, than puts

Call options by funds: $160K | Put options by funds: $30K

15% more capital invested

Capital invested by funds: $800M → $921M (+$121M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

2.6% more ownership

Funds ownership: 79.31% → 81.91% (+2.6%)

1% more funds holding

Funds holding: 172 → 174 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

35% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 72

Holders
174
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
47
Reduced
72
Closed
16
Calls
$160K
Puts
$30K
Net Calls
+$130K
Net Calls Change
-$102K

Top Buyers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
+$15.2M
2
Morgan Stanley
Morgan Stanley
New York
+$14.4M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$5.03M
4
State Street
State Street
Massachusetts
+$2.31M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$1.7M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$6.5M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.21M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.97M
4
MUAMU
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$1.3M
5
GCP
GSA Capital Partners
United Kingdom
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
151
Versant Capital Management
Arizona
$11.7K -$2.79K -37 -19%
BBHC
152
Brown Brothers Harriman & Co
New York
$11.4K – – –
PS
153
Principal Securities
Iowa
$11.2K +$11.2K +148 New
B
154
Birchbrook
Maine
$9.5K +$9.44K +125 New
ST
155
Smithfield Trust
Pennsylvania
$9K – – –
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$8.89K +$2.04K +27 +30%
AEPWM
157
Atlantic Edge Private Wealth Management
Florida
$8.66K +$8.61K +114 New
Mitsubishi UFJ Asset Management
158
Mitsubishi UFJ Asset Management
Japan
$8.51K – – –
HC
159
Hoese & Co
Minnesota
$7.69K – – –
PWMG
160
Private Wealth Management Group
New Jersey
$4.18K +$4.15K +55 New
FFO
161
Fortitude Family Office
Arizona
$4.03K +$4K +53 New
Bessemer Group
162
Bessemer Group
New Jersey
$4K – – –
FPFS
163
First Personal Financial Services
North Carolina
$3.8K – – –
FFA
164
Farther Finance Advisors
California
$3.65K +$1.89K +25 +109%
LFA
165
LGT Financial Advisors
Texas
$2.58K +$2.57K +34 New
QCG
166
Quadrant Capital Group
Ohio
$2.36K +$453 +6 +24%
Osaic Holdings
167
Osaic Holdings
Arizona
$1.44K -$3.17K -42 -69%
JWA
168
JFS Wealth Advisors
Pennsylvania
$1.37K +$1.36K +18 New
GWS
169
Glassman Wealth Services
Virginia
$988 – – –
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$836 – – –
AF
171
Allworth Financial
California
$608 -$604 -8 -50%
AWM
172
Abound Wealth Management
Tennessee
$456 – – –
PFBT
173
Parkside Financial Bank & Trust
Missouri
$152 -$1.13K -15 -88%
MUAMU
174
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$1.3M -19,000 Closed
First Trust Advisors
175
First Trust Advisors
Illinois
– -$1.23M -18,059 Closed
4 5 6
7
8

SAFT Hedge Fund Activity: Q4 2023 in Review

174 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Safety Insurance (SAFT) for Q4 2023, worth a combined $921M — up 15% from $800M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SAFT positions and 16 closed out — a net gain of 2 holders — while 47 added to existing stakes and 72 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $15.2M. The largest seller was Millennium Management, cutting an estimated $6.5M.

  • 174 institutional investors held Safety Insurance (SAFT) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $921M of Safety Insurance stock for Q4 2023, up 15% quarter-over-quarter.
  • 18 funds opened new Safety Insurance positions in Q4 2023 and 16 closed out, a net change of +2 holders.
  • The largest Safety Insurance buyer in Q4 2023 was TimesSquare Capital Management, an estimated $15.2M added.
  • The largest Safety Insurance seller in Q4 2023 was Millennium Management, an estimated $6.5M sold.

Based on aggregated 13F filings for Q4 2023.