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Safety Insurance

177 hedge funds and large institutions have $1B invested in Safety Insurance in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,191% more call options, than puts

Call options by funds: $756K | Put options by funds: $33K

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

9% more capital invested

Capital invested by funds: $921M → $1B (+$82.5M)

2% more funds holding

Funds holding: 174177 (+3)

0.61% more ownership

Funds ownership: 81.91%82.52% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 69

Holders
177
Holders Change
+3
Holders Change %
+1.72%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
52
Reduced
69
Closed
15
Calls
$756K
Puts
$33K
Net Calls
+$723K
Net Calls Change
+$593K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
151
Principal Securities
Iowa
$11.2K -$973 -12 -8%
NA
152
NewEdge Advisors
Louisiana
$11.1K -$6.49K -80 -37%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$10.6K +$973 +12 +10%
B
154
Birchbrook
Maine
$10.3K
ST
155
Smithfield Trust
Pennsylvania
$10K
AEPWM
156
Atlantic Edge Private Wealth Management
Florida
$9.37K
Mitsubishi UFJ Asset Management
157
Mitsubishi UFJ Asset Management
Japan
$9.21K
OIA
158
Optimum Investment Advisors
Illinois
$8.22K +$8.11K +100 New
HC
159
Hoese & Co
Minnesota
$8.21K
FFO
160
Fortitude Family Office
Arizona
$6.74K +$2.35K +29 +55%
QL
161
Quarry LP
New York
$6.16K +$6.08K +75 New
PA
162
Parallel Advisors
California
$5.18K +$5.11K +63 New
PWMG
163
Private Wealth Management Group
New Jersey
$4.52K
FPFS
164
First Personal Financial Services
North Carolina
$4.11K
FFA
165
Farther Finance Advisors
California
$2.84K -$1.05K -13 -27%
LFA
166
LGT Financial Advisors
Texas
$2.79K
QCG
167
Quadrant Capital Group
Ohio
$2.55K
A
168
AlphaQuest
New York
$1.4K +$1.38K +17 New
FMII
169
Farmers & Merchants Investments Inc
Nebraska
$904
AWM
170
Avior Wealth Management
Nebraska
$739 +$730 +9 New
AF
171
Allworth Financial
California
$658
CPG
172
Cornerstone Planning Group
New Jersey
$556 +$568 +7 New
AWM
173
Abound Wealth Management
Tennessee
$494
Osaic Holdings
174
Osaic Holdings
Arizona
$493 -$1.05K -13 -68%
PFBT
175
Parkside Financial Bank & Trust
Missouri
$165

SAFT Hedge Fund Activity: Q1 2024 in Review

177 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Safety Insurance (SAFT) for Q1 2024, worth a combined $1B — up 9% from $921M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SAFT positions and 15 closed out — a net gain of 4 holders — while 52 added to existing stakes and 69 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $16.6M. The largest seller was Morgan Stanley, cutting an estimated $14.2M.

  • 177 institutional investors held Safety Insurance (SAFT) as of Q1 2024, up from 174 in Q4 2023.
  • Funds reported $1B of Safety Insurance stock for Q1 2024, up 9% quarter-over-quarter.
  • 19 funds opened new Safety Insurance positions in Q1 2024 and 15 closed out, a net change of +4 holders.
  • The largest Safety Insurance buyer in Q1 2024 was TimesSquare Capital Management, an estimated $16.6M added.
  • The largest Safety Insurance seller in Q1 2024 was Morgan Stanley, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2024.