We are live on ! Find out more
SB icon

Safe Bulkers

74 hedge funds and large institutions have $57.8M invested in Safe Bulkers in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

1.58% less ownership

Funds ownership: 21.34%19.76% (-1.6%)

20% less funds holding

Funds holding: 9274 (-18)

22% less capital invested

Capital invested by funds: $73.7M → $57.8M (-$15.9M)

69% less call options, than puts

Call options by funds: $228K | Put options by funds: $731K

77% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 22

Holders
74
Holders Change
-18
Holders Change %
-19.57%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
25
Closed
22
Calls
$228K
Puts
$731K
Net Calls
-$503K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
51
Jacobs Levy Equity Management
New Jersey
$61K
VOYA Investment Management
52
VOYA Investment Management
Georgia
$60K
ISL
53
Ingalls & Snyder LLC
New York
$55K
Simplex Trading
54
Simplex Trading
Illinois
$53K -$136K -44,288 -70%
AllianceBernstein
55
AllianceBernstein
Tennessee
$52K
Citigroup
56
Citigroup
New York
$40K +$11.7K +3,806 +37%
Bank of America
57
Bank of America
North Carolina
$40K +$35.4K +11,504 +556%
JP Morgan Chase
58
JP Morgan Chase
New York
$34K -$56K -18,220 -61%
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.2K
RE
60
RBC Europe
United Kingdom
$27.4K
BWM
61
Baystate Wealth Management
Massachusetts
$26K
Legal & General Group
62
Legal & General Group
United Kingdom
$19K
MAM
63
Meeder Asset Management
Ohio
$12K -$25.1K -8,151 -68%
AIP
64
Ameritas Investment Partners
Nebraska
$12K
Federated Hermes
65
Federated Hermes
Pennsylvania
$11K
GP
66
Girard Partners
Pennsylvania
$7K +$8K +2,600 New
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$5.02K
CG
68
Cutler Group
California
$4K -$1.54K -500 -24%
TRCT
69
Tower Research Capital (TRC)
New York
$3K -$26.6K -8,647 -90%
QI
70
QS Investors
New York
$3K
US Bancorp
71
US Bancorp
Minnesota
$3K
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$1K -$34 -11 -3%
AIM
73
Advantage Investment Management
Iowa
$1K
VFA
74
Valeo Financial Advisors
Indiana
$1K
MWNA
75
Marshall Wace North America
New York
-$2.35M -689,816 Closed

SB Hedge Fund Activity: Q3 2018 in Review

74 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q3 2018, worth a combined $57.8M — down 22% from $73.7M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SB and 5 opened new positions — a net loss of 17 holders — while 25 trimmed existing stakes and 24 added.

The largest buyer was Marshall Wace, opening a new position worth an estimated $2.13M. The largest seller was Marshall Wace North America, exiting entirely with an estimated $2.35M sold.

  • 74 institutional investors held Safe Bulkers (SB) as of Q3 2018, down from 92 in Q2 2018.
  • Funds reported $57.8M of Safe Bulkers stock for Q3 2018, down 22% quarter-over-quarter.
  • 5 funds opened new Safe Bulkers positions in Q3 2018 and 22 closed out, a net change of -17 holders.
  • The largest Safe Bulkers buyer in Q3 2018 was Marshall Wace, an estimated $2.13M added.
  • The largest Safe Bulkers seller in Q3 2018 was Marshall Wace North America, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2018.