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Safe Bulkers
SB

99 hedge funds and large institutions have $91.8M invested in Safe Bulkers in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $1.64M

8% more capital invested

Capital invested by funds: $84.9M → $91.8M (+$6.86M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 102 → 99 (-3)

3.25% less ownership

Funds ownership: 24.18% → 20.93% (-3.2%)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
99
Holders Change
-3
Holders Change %
-2.94%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
25
Reduced
44
Closed
16
Calls
$2.34M
Puts
$1.64M
Net Calls
+$697K
Net Calls Change
+$499K

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$964K
2
Morgan Stanley
Morgan Stanley
New York
+$685K
3
Marshall Wace
Marshall Wace
United Kingdom
+$604K
4
American Century Companies
American Century Companies
Missouri
+$507K
5
LPL Financial
LPL Financial
California
+$464K

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$6.52M
2
Millennium Management
Millennium Management
New York
-$2.75M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.29M
4
Prudential Financial
Prudential Financial
New Jersey
-$925K
5
PAM
Panagora Asset Management
Massachusetts
-$826K
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
76
DGS Capital Management
New Jersey
$48.2K +$43.9K +13,059 New
UBS Group
77
UBS Group
Switzerland
$45.2K -$437K -130,241 -91%
FAIM
78
Financial Advocates Investment Management
Washington
$36.9K – – –
WG
79
Welch Group
Alabama
$36.9K +$33.6K +10,000 New
EI
80
Ellevest Inc
New York
$34.6K +$259 +77 +0.8%
AB
81
Amalgamated Bank
New York
$28K -$6.03K -1,795 -19%
Legal & General Group
82
Legal & General Group
United Kingdom
$26.8K +$3.4K +1,012 +16%
HIA
83
Harbor Investment Advisory
Maryland
$22.9K – – –
AIP
84
Ameritas Investment Partners
Nebraska
$15.6K – – –
Russell Investments Group
85
Russell Investments Group
United Kingdom
$14.6K +$13.3K +3,965 New
TRCT
86
Tower Research Capital (TRC)
New York
$13K +$618 +184 +6%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K -$9.4K -2,800 -47%
LSA
88
Leonteq Securities AG
Switzerland
$11.4K +$10.4K +3,095 New
IRC
89
Investors Research Corp
Georgia
$9.22K – – –
Credit Agricole
90
Credit Agricole
France
$7.38K – – –
C
91
Covestor
United Kingdom
$7K +$413 +123 +7%
HI
92
Harbour Investments
Wisconsin
$6.97K – – –
Osaic Holdings
93
Osaic Holdings
Arizona
$3.99K – – –
AAG
94
Armstrong Advisory Group
Massachusetts
$2.77K – – –
Group One Trading
95
Group One Trading
Illinois
$1.82K -$220K -65,648 -99%
QCG
96
Quadrant Capital Group
Ohio
$949 – – –
ASN
97
Advisory Services Network
Georgia
$185 – – –
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$41 -$1.69K -504 -4%
Millennium Management
99
Millennium Management
New York
– -$2.75M -945,506 Closed
Walleye Capital
100
Walleye Capital
New York
– -$745K -256,090 Closed
1 2 3
4
5

SB Hedge Fund Activity: Q1 2023 in Review

99 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q1 2023, worth a combined $91.8M — up 8.1% from $84.9M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SB and 13 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 25 added.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $964K. The largest seller was Acadian Asset Management, cutting an estimated $6.52M.

  • 99 institutional investors held Safe Bulkers (SB) as of Q1 2023, down from 102 in Q4 2022.
  • Funds reported $91.8M of Safe Bulkers stock for Q1 2023, up 8.1% quarter-over-quarter.
  • 13 funds opened new Safe Bulkers positions in Q1 2023 and 16 closed out, a net change of -3 holders.
  • The largest Safe Bulkers buyer in Q1 2023 was Arrowstreet Capital, an estimated $964K added.
  • The largest Safe Bulkers seller in Q1 2023 was Acadian Asset Management, an estimated $6.52M sold.

Based on aggregated 13F filings for Q1 2023.