Saratoga Investment
SAR
58 hedge funds and large institutions have $45.7M invested in Saratoga Investment in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 9 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
0.68% less ownership
Funds ownership: 15.37% → 14.69% (-0.68%)
5% less funds holding
Funds holding: 61 → 58 (-3)
6% less capital invested
Capital invested by funds: $48.7M → $45.7M (-$3.02M)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
72% less call options, than puts
Call options by funds: $274K | Put options by funds: $983K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMF
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
|
+$1.14M |
| 2 |
Morgan Stanley
New York
|
+$974K |
| 3 |
VEA
Virtus ETF Advisers
New York
|
+$325K |
| 4 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$275K |
| 5 |
Legal & General Group
London,
United Kingdom
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.37M |
| 2 |
Rockefeller Capital Management
New York
|
-$1.32M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$836K |
| 4 |
QC
Quadrature Capital
London,
United Kingdom
|
-$687K |
| 5 |
Two Sigma Investments
New York
|
-$551K |
SAR Hedge Fund Activity: Q2 2024 in Review
58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Saratoga Investment (SAR) for Q2 2024, worth a combined $45.7M — down 6.2% from $48.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SAR and 6 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 21 added.
The largest buyer was BI Asset Management Fondsmaeglerselskab, opening a new position worth an estimated $1.14M. The largest seller was Citadel Advisors, cutting an estimated $1.37M.
- 58 institutional investors held Saratoga Investment (SAR) as of Q2 2024, down from 61 in Q1 2024.
- Funds reported $45.7M of Saratoga Investment stock for Q2 2024, down 6.2% quarter-over-quarter.
- 6 funds opened new Saratoga Investment positions in Q2 2024 and 9 closed out, a net change of -3 holders.
- The largest Saratoga Investment buyer in Q2 2024 was BI Asset Management Fondsmaeglerselskab, an estimated $1.14M added.
- The largest Saratoga Investment seller in Q2 2024 was Citadel Advisors, an estimated $1.37M sold.
Based on aggregated 13F filings for Q2 2024.