Safe Bulkers
77 hedge funds and large institutions have $61.5M invested in Safe Bulkers in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 6 closing their positions.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
93% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 15
20% more funds holding
Funds holding: 64 → 77 (+13)
10% more capital invested
Capital invested by funds: $56M → $61.5M (+$5.5M)
1.37% less ownership
Funds ownership: 20.14% → 18.76% (-1.4%)
60% less call options, than puts
Call options by funds: $87K | Put options by funds: $217K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Trafelet Capital Management
New York
|
+$3.26M |
| 2 |
SCM
Signia Capital Management
Spokane,
Washington
|
+$2.41M |
| 3 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$1.61M |
| 4 |
Renaissance Technologies
New York
|
+$636K |
| 5 |
BCM
Bienville Capital Management
New York
|
+$584K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGA
Evermore Global Advisors
Summit,
New Jersey
|
-$10.2M |
| 2 |
WAM
Warlander Asset Management
New York
|
-$1.44M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$1.04M |
| 4 |
PIA
Phoenix Investment Adviser
New York
|
-$482K |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$276K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EGA
76
Evermore Global Advisors
Summit,
New Jersey
| – | -$10.2M | -3,709,768 | Closed |
|
|
NFA
77
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$276K | -100,618 | Closed |
|
|
EGM
78
Engineers Gate Manager
New York
| – | -$218K | -79,580 | Closed |
|
79
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$106K | -38,624 | Closed |
|
80
Wolverine Trading
Chicago,
Illinois
| – | -$40K | -14,560 | Closed |
|
81
SG Americas Securities
New York
| – | -$29K | -10,755 | Closed |
|
82
SEI Investments
Oaks,
Pennsylvania
| – | +$122 | +38 | New |
|
|
STA
83
Summit Trail Advisors
New York
| – | +$215 | +67 | New |
|
SB Hedge Fund Activity: Q4 2017 in Review
77 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q4 2017, worth a combined $61.5M — up 9.8% from $56M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SB positions and 6 closed out — a net gain of 13 holders — while 29 added to existing stakes and 15 trimmed.
The largest buyer was Trafelet Capital Management, opening a new position worth an estimated $3.26M. The largest seller was Evermore Global Advisors, exiting entirely with an estimated $10.2M sold.
- 77 institutional investors held Safe Bulkers (SB) as of Q4 2017, up from 64 in Q3 2017.
- Funds reported $61.5M of Safe Bulkers stock for Q4 2017, up 9.8% quarter-over-quarter.
- 19 funds opened new Safe Bulkers positions in Q4 2017 and 6 closed out, a net change of +13 holders.
- The largest Safe Bulkers buyer in Q4 2017 was Trafelet Capital Management, an estimated $3.26M added.
- The largest Safe Bulkers seller in Q4 2017 was Evermore Global Advisors, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2017.