Saratoga Investment
SAR
25 hedge funds and large institutions have $24.4M invested in Saratoga Investment in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
32% more funds holding
Funds holding: 19 → 25 (+6)
9% more capital invested
Capital invested by funds: $22.4M → $24.4M (+$1.99M)
0.74% more ownership
Funds ownership: 17.45% → 18.19% (+0.74%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$620K |
| 2 |
Millennium Management
New York
|
+$362K |
| 3 |
BDCM
Black Diamond Capital Management
Stamford,
Connecticut
|
+$332K |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$201K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$93.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$392K |
| 2 |
AWW
Alan W. Weber
|
-$372K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$78.4K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$38.8K |
| 5 |
NFA
Nuveen Fund Advisors
Chicago,
Illinois
|
-$30.1K |
SAR Hedge Fund Activity: Q4 2017 in Review
25 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Saratoga Investment (SAR) for Q4 2017, worth a combined $24.4M — up 8.9% from $22.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SAR positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Macquarie Group, adding an estimated $620K. The largest seller was BB&T Securities, cutting an estimated $392K.
- 25 institutional investors held Saratoga Investment (SAR) as of Q4 2017, up from 19 in Q3 2017.
- Funds reported $24.4M of Saratoga Investment stock for Q4 2017, up 8.9% quarter-over-quarter.
- 9 funds opened new Saratoga Investment positions in Q4 2017 and 3 closed out, a net change of +6 holders.
- The largest Saratoga Investment buyer in Q4 2017 was Macquarie Group, an estimated $620K added.
- The largest Saratoga Investment seller in Q4 2017 was BB&T Securities, an estimated $392K sold.
Based on aggregated 13F filings for Q4 2017.