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Safe Bulkers
SB

63 hedge funds and large institutions have $23.5M invested in Safe Bulkers in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

3% less capital invested

Capital invested by funds: $24.1M → $23.5M (-$632K)

1.44% less ownership

Funds ownership: 16.35% → 14.91% (-1.4%)

10% less funds holding

Funds holding: 70 → 63 (-7)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
63
Holders Change
-7
Holders Change %
-10%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
19
Closed
12
Calls
$109K
Puts
–
Net Calls
+$109K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$1.14M
2
RL
Ruffer LLP
United Kingdom
+$699K
3
Renaissance Technologies
Renaissance Technologies
New York
+$231K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$96.7K
5
PPA
Parametric Portfolio Associates
Washington
+$72.2K

Top Sellers

Rank Fund Capital Flow
1
EGA
Evermore Global Advisors
New Jersey
-$1.05M
2
AIM
Artemis Investment Management
United Kingdom
-$550K
3
Invesco
Invesco
Georgia
-$234K
4
BCM
Bridgeway Capital Management
Texas
-$218K
5
Goldman Sachs
Goldman Sachs
New York
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$124K -$6.58K -4,234 -5%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$114K +$5.31K +3,420 +5%
IG
28
ING Group
Netherlands
$108K +$23.3K +15,000 +28%
PIA
29
Phoenix Investment Adviser
New York
$81K -$176K -113,209 -69%
Deutsche Bank
30
Deutsche Bank
Germany
$74K -$22.5K -14,510 -23%
Wells Fargo
31
Wells Fargo
California
$70K -$8.88K -5,717 -11%
Barclays
32
Barclays
United Kingdom
$62K +$27.6K +17,738 +82%
AIG
33
American International Group
New York
$51K +$539 +347 +1%
MA
34
MCF Advisors
Kentucky
$50K – – –
MWNA
35
Marshall Wace North America
New York
$48K +$47.6K +30,625 New
SRAM
36
Stone Ridge Asset Management
New York
$44K +$2.33K +1,500 +6%
SG Americas Securities
37
SG Americas Securities
New York
$40K -$988 -636 -2%
EWM
38
Empirical Wealth Management
Washington
$40K – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$35K +$35.3K +22,732 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$34K – – –
VOYA Investment Management
41
VOYA Investment Management
Georgia
$33K – – –
ISL
42
Ingalls & Snyder LLC
New York
$30K – – –
AllianceBernstein
43
AllianceBernstein
Tennessee
$27K +$6.37K +4,100 +32%
Citigroup
44
Citigroup
New York
$21K +$946 +609 +5%
HF
45
HRT Financial
New York
$20K -$12.6K -8,106 -38%
Bank of America
46
Bank of America
North Carolina
$20K +$13.9K +8,944 +250%
CS
47
Credit Suisse
Switzerland
$18K -$166 -107 -0.9%
BWM
48
Baystate Wealth Management
Massachusetts
$17K – – –
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$17K +$16.8K +10,784 New
MAM
50
Meeder Asset Management
Ohio
$16K -$2.26K -1,457 -12%
1
2
3

SB Hedge Fund Activity: Q2 2019 in Review

63 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q2 2019, worth a combined $23.5M — down 2.6% from $24.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SB and 7 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 19 added.

The largest buyer was Nuveen, opening a new position worth an estimated $1.14M. The largest seller was Evermore Global Advisors, exiting entirely with an estimated $1.05M sold.

  • 63 institutional investors held Safe Bulkers (SB) as of Q2 2019, down from 70 in Q1 2019.
  • Funds reported $23.5M of Safe Bulkers stock for Q2 2019, down 2.6% quarter-over-quarter.
  • 7 funds opened new Safe Bulkers positions in Q2 2019 and 12 closed out, a net change of -5 holders.
  • The largest Safe Bulkers buyer in Q2 2019 was Nuveen, an estimated $1.14M added.
  • The largest Safe Bulkers seller in Q2 2019 was Evermore Global Advisors, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2019.