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Safe Bulkers

141 hedge funds and large institutions have $117M invested in Safe Bulkers in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,802% more call options, than puts

Call options by funds: $856K | Put options by funds: $45K

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

29% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 42

10% more capital invested

Capital invested by funds: $106M → $117M (+$10.7M)

8% more funds holding

Funds holding: 130141 (+11)

1.2% more ownership

Funds ownership: 27.91%29.11% (+1.2%)

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
54
Reduced
42
Closed
15
Calls
$856K
Puts
$45K
Net Calls
+$811K
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
101
Harbor Investment Advisory
Maryland
$22.9K
Legal & General Group
102
Legal & General Group
United Kingdom
$18.7K -$3.09K -849 -14%
Lazard Asset Management
103
Lazard Asset Management
New York
$18K -$1.14M -312,493 -98%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$18K +$13.2K +3,626 +277%
California State Teachers Retirement System (CalSTRS)
105
California State Teachers Retirement System (CalSTRS)
California
$16.1K
Fidelity Investments
106
Fidelity Investments
Massachusetts
$15.8K -$100K -27,576 -87%
SS
107
SBI Securities
Japan
$14.3K -$343 -94 -2%
ACM
108
Aquatic Capital Management
Illinois
$14K +$13.8K +3,785 New
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$13.9K -$15.6K -4,292 -53%
BIG
110
Brooklyn Investment Group
New York
$12.1K +$11.9K +3,271 New
W
111
WealthCollab
Washington
$9.87K
AB
112
Amalgamated Bank
New York
$9K
PA
113
Parallel Advisors
California
$8.79K -$5.46K -1,499 -39%
HCA
114
Harbor Capital Advisors
Illinois
$8K +$7.85K +2,155 New
Group One Trading
115
Group One Trading
Illinois
$7.88K +$7.78K +2,136 New
IA
116
IFP Advisors
Florida
$7.01K +$1.03K +284 +18%
Osaic Holdings
117
Osaic Holdings
Arizona
$5.12K -$52.1K -14,288 -91%
SCM
118
Sterling Capital Management
North Carolina
$3.85K -$3.25K -893 -46%
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$3.8K +$2.08K +572 +125%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$3.76K +$3.64K +1,000 New
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.32K
FFO
122
Fortitude Family Office
Arizona
$3.1K
AAG
123
Armstrong Advisory Group
Massachusetts
$2.68K
SW
124
SVB Wealth
Massachusetts
$2.21K +$2.18K +598 New
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$2.17K -$394 -108 -16%

SB Hedge Fund Activity: Q1 2025 in Review

141 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q1 2025, worth a combined $117M — up 10% from $106M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SB positions and 15 closed out — a net gain of 11 holders — while 54 added to existing stakes and 42 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $4.56M. The largest seller was Acadian Asset Management, cutting an estimated $2.53M.

  • 141 institutional investors held Safe Bulkers (SB) as of Q1 2025, up from 130 in Q4 2024.
  • Funds reported $117M of Safe Bulkers stock for Q1 2025, up 10% quarter-over-quarter.
  • 26 funds opened new Safe Bulkers positions in Q1 2025 and 15 closed out, a net change of +11 holders.
  • The largest Safe Bulkers buyer in Q1 2025 was Ameriprise, an estimated $4.56M added.
  • The largest Safe Bulkers seller in Q1 2025 was Acadian Asset Management, an estimated $2.53M sold.

Based on aggregated 13F filings for Q1 2025.