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Safe Bulkers
SB

59 hedge funds and large institutions have $17.1M invested in Safe Bulkers in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.65% less ownership

Funds ownership: 15.66% → 14.01% (-1.7%)

12% less funds holding

Funds holding: 67 → 59 (-8)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

37% less capital invested

Capital invested by funds: $27M → $17.1M (-$9.91M)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
59
Holders Change
-8
Holders Change %
-11.94%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
23
Closed
11
Calls
$121K
Puts
–
Net Calls
+$121K
Net Calls Change
-$149K

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$165K
2
MA
MCF Advisors
Kentucky
+$67.1K
3
Northern Trust
Northern Trust
Illinois
+$65K
4
BlackRock
BlackRock
New York
+$54.7K
5
N
Nuveen
North Carolina
+$51.7K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$318K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$296K
3
CEP
Chicago Equity Partners
Illinois
-$272K
4
Morgan Stanley
Morgan Stanley
New York
-$212K
5
OAM
Oxford Asset Management
United Kingdom
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
51
Ameritas Investment Partners
Nebraska
$5K – – –
PAM
52
Panagora Asset Management
Massachusetts
$4K – – –
IRC
53
Investors Research Corp
Georgia
$3K – – –
Bank of America
54
Bank of America
North Carolina
$2K -$24K -17,852 -92%
QI
55
QS Investors
New York
$2K – – –
Federated Hermes
56
Federated Hermes
Pennsylvania
$1K -$1.73K -1,288 -100%
Osaic Holdings
57
Osaic Holdings
Arizona
$1K +$940 +700 New
EI
58
Ellevest Inc
New York
$1K +$1K +745 +164%
Acadian Asset Management
59
Acadian Asset Management
Massachusetts
– -$296K -174,413 Closed
OAM
60
Oxford Asset Management
United Kingdom
– -$198K -116,230 Closed
Two Sigma Investments
61
Two Sigma Investments
New York
– -$101K -59,277 Closed
ARTA
62
A.R.T. Advisors
New York
– -$97K -57,192 Closed
Marshall Wace
63
Marshall Wace
United Kingdom
– -$38K -22,556 Closed
Squarepoint
64
Squarepoint
New York
– -$21K -12,328 Closed
IA
65
IFP Advisors
Florida
– -$14.1K -10,480 Closed
TRCT
66
Tower Research Capital (TRC)
New York
– -$17K -10,395 Closed
JG
67
Jefferies Group
New York
– -$17K -10,059 Closed
BWM
68
Baystate Wealth Management
Massachusetts
– -$17K -10,000 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
– -$14K -7,937 Closed
OSAM
70
O'Shaughnessy Asset Management
Connecticut
– -$3.5K -2,608 -100%
1 2
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SB Hedge Fund Activity: Q1 2020 in Review

59 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q1 2020, worth a combined $17.1M — down 37% from $27M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SB and 4 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 19 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $165K. The largest seller was Millennium Management, cutting an estimated $318K.

  • 59 institutional investors held Safe Bulkers (SB) as of Q1 2020, down from 67 in Q4 2019.
  • Funds reported $17.1M of Safe Bulkers stock for Q1 2020, down 37% quarter-over-quarter.
  • 4 funds opened new Safe Bulkers positions in Q1 2020 and 11 closed out, a net change of -7 holders.
  • The largest Safe Bulkers buyer in Q1 2020 was Russell Investments Group, an estimated $165K added.
  • The largest Safe Bulkers seller in Q1 2020 was Millennium Management, an estimated $318K sold.

Based on aggregated 13F filings for Q1 2020.