Safe Bulkers
68 hedge funds and large institutions have $202M invested in Safe Bulkers in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 8 closing their positions.
149% more capital invested
Capital invested by funds: $81.1M → $202M (+$121M)
138% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 8
108% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more call options, than puts
Call options by funds: $935K | Put options by funds: $759K
17% more funds holding
Funds holding: 58 → 68 (+10)
7.99% more ownership
Funds ownership: 15.52% → 23.51% (+8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$25M |
| 2 |
Morgan Stanley
New York
|
+$4.71M |
| 3 |
RCM
Regiment Capital Management
Boston,
Massachusetts
|
+$3.97M |
| 4 |
OIM
Oceanic Investment Management
Douglas,
Isle Of Man
|
+$3.45M |
| 5 |
SFM
Soros Fund Management
New York
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$760K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$511K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$271K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$224K |
| 5 |
N
Natixis
Paris,
France
|
-$184K |
SB Hedge Fund Activity: Q4 2013 in Review
68 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q4 2013, worth a combined $202M — up 149% from $81.1M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SB positions and 8 closed out — a net gain of 11 holders — while 25 added to existing stakes and 12 trimmed.
The largest buyer was Systematic Financial Management, opening a new position worth an estimated $25M. The largest seller was Deutsche Bank, exiting entirely with an estimated $760K sold.
- 68 institutional investors held Safe Bulkers (SB) as of Q4 2013, up from 58 in Q3 2013.
- Funds reported $202M of Safe Bulkers stock for Q4 2013, up 149% quarter-over-quarter.
- 19 funds opened new Safe Bulkers positions in Q4 2013 and 8 closed out, a net change of +11 holders.
- The largest Safe Bulkers buyer in Q4 2013 was Systematic Financial Management, an estimated $25M added.
- The largest Safe Bulkers seller in Q4 2013 was Deutsche Bank, an estimated $760K sold.
Based on aggregated 13F filings for Q4 2013.