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Safe Bulkers
SB

67 hedge funds and large institutions have $27M invested in Safe Bulkers in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

5% more funds holding

Funds holding: 64 → 67 (+3)

0.94% less ownership

Funds ownership: 16.6% → 15.66% (-0.94%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

8% less capital invested

Capital invested by funds: $29.4M → $27M (-$2.41M)

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
22
Closed
7
Calls
$270K
Puts
–
Net Calls
+$270K
Net Calls Change
+$73K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$395K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$205K
3
Allianz Asset Management
Allianz Asset Management
Germany
+$158K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$152K
5
Morgan Stanley
Morgan Stanley
New York
+$121K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$788K
2
Marshall Wace
Marshall Wace
United Kingdom
-$563K
3
CEP
Chicago Equity Partners
Illinois
-$290K
4
JP Morgan Chase
JP Morgan Chase
New York
-$269K
5
Millennium Management
Millennium Management
New York
-$248K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
51
Baystate Wealth Management
Massachusetts
$17K – – –
Citigroup
52
Citigroup
New York
$17K +$5.69K +3,273 +47%
TRCT
53
Tower Research Capital (TRC)
New York
$17K +$15.3K +8,797 +551%
JG
54
Jefferies Group
New York
$17K +$17.5K +10,059 New
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.7K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$14K -$11.6K -6,651 -46%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$14K – – –
Legal & General Group
58
Legal & General Group
United Kingdom
$11K – – –
HIA
59
Harbor Investment Advisory
Maryland
$8K +$8.69K +5,000 New
AIP
60
Ameritas Investment Partners
Nebraska
$7K – – –
PAM
61
Panagora Asset Management
Massachusetts
$5K +$5.51K +3,170 New
IRC
62
Investors Research Corp
Georgia
$4K – – –
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$4K +$4.53K +2,609 New
QI
64
QS Investors
New York
$3K – – –
Federated Hermes
65
Federated Hermes
Pennsylvania
$2K +$16 +9 +0.7%
AG
66
Advisor Group
Arizona
$1K – – –
EI
67
Ellevest Inc
New York
$1K +$787 +453 New
MA
68
MCF Advisors
Kentucky
– -$50K -50,000 Closed
VF
69
Virtu Financial
New York
– -$56K -31,826 Closed
SRAM
70
Stone Ridge Asset Management
New York
– -$49K -28,200 Closed
ISL
71
Ingalls & Snyder LLC
New York
– -$33K -18,950 Closed
DCM
72
Dupont Capital Management
Delaware
– -$31K -17,720 Closed
CS
73
Credit Suisse
Switzerland
– -$19K -11,165 Closed
1 2
3

SB Hedge Fund Activity: Q4 2019 in Review

67 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q4 2019, worth a combined $27M — down 8.2% from $29.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SB positions and 7 closed out — a net gain of 3 holders — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $395K. The largest seller was Nuveen, cutting an estimated $788K.

  • 67 institutional investors held Safe Bulkers (SB) as of Q4 2019, up from 64 in Q3 2019.
  • Funds reported $27M of Safe Bulkers stock for Q4 2019, down 8.2% quarter-over-quarter.
  • 10 funds opened new Safe Bulkers positions in Q4 2019 and 7 closed out, a net change of +3 holders.
  • The largest Safe Bulkers buyer in Q4 2019 was Renaissance Technologies, an estimated $395K added.
  • The largest Safe Bulkers seller in Q4 2019 was Nuveen, an estimated $788K sold.

Based on aggregated 13F filings for Q4 2019.