Safe Bulkers
75 hedge funds and large institutions have $35.1M invested in Safe Bulkers in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 8 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 23
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% more funds holding
Funds holding: 74 → 75 (+1)
0.34% less ownership
Funds ownership: 19.76% → 19.43% (-0.34%)
39% less capital invested
Capital invested by funds: $57.8M → $35.1M (-$22.7M)
43% less call options, than puts
Call options by funds: $95K | Put options by funds: $166K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$1.81M |
| 2 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
+$896K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$282K |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$278K |
| 5 |
Renaissance Technologies
New York
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$2.9M |
| 2 |
EGA
Evermore Global Advisors
Summit,
New Jersey
|
-$949K |
| 3 |
Morgan Stanley
New York
|
-$523K |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$349K |
| 5 |
Millennium Management
New York
|
-$324K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Boston Partners
Boston,
Massachusetts
| – | -$2.9M | -1,006,958 | Closed |
|
77
Balyasny Asset Management
Chicago,
Illinois
| – | -$288K | -100,000 | Closed |
|
|
DTL
78
Dynamic Technology Lab
Singapore
| – | -$93K | -32,436 | Closed |
|
79
Wolverine Trading
Chicago,
Illinois
| – | -$69K | -24,054 | Closed |
|
80
Group One Trading
Chicago,
Illinois
| – | -$53.4K | -23,591 | Closed |
|
|
GP
81
Girard Partners
King Of Prussia,
Pennsylvania
| – | -$7K | -2,600 | Closed |
|
|
CG
82
Cutler Group
San Francisco,
California
| – | -$3.53K | -1,559 | Closed |
|
|
VFA
83
Valeo Financial Advisors
Carmel,
Indiana
| – | -$1K | -242 | Closed |
|
SB Hedge Fund Activity: Q4 2018 in Review
75 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q4 2018, worth a combined $35.1M — down 39% from $57.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SB positions and 8 closed out — a net gain of 1 holder — while 29 added to existing stakes and 23 trimmed.
The largest buyer was Artemis Investment Management, opening a new position worth an estimated $1.81M. The largest seller was Boston Partners, exiting entirely with an estimated $2.9M sold.
- 75 institutional investors held Safe Bulkers (SB) as of Q4 2018, up from 74 in Q3 2018.
- Funds reported $35.1M of Safe Bulkers stock for Q4 2018, down 39% quarter-over-quarter.
- 9 funds opened new Safe Bulkers positions in Q4 2018 and 8 closed out, a net change of +1 holder.
- The largest Safe Bulkers buyer in Q4 2018 was Artemis Investment Management, an estimated $1.81M added.
- The largest Safe Bulkers seller in Q4 2018 was Boston Partners, an estimated $2.9M sold.
Based on aggregated 13F filings for Q4 2018.