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Safe Bulkers

146 hedge funds and large institutions have $244M invested in Safe Bulkers in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

334,600% more call options, than puts

Call options by funds: $3.35M | Put options by funds: $1K

49% more capital invested

Capital invested by funds: $163M → $244M (+$80.7M)

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

4.65% more ownership

Funds ownership: 33.05%37.69% (+4.6%)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 146146 (0)

Holders
146
Holders Change
Holders Change %
0%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
59
Reduced
41
Closed
21
Calls
$3.35M
Puts
$1K
Net Calls
+$3.35M
Net Calls Change
+$556K
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
126
Armstrong Advisory Group
Massachusetts
$4.75K
Optiver Holding
127
Optiver Holding
Netherlands
$3.35K -$2.66K -456 -46%
EWA
128
EverSource Wealth Advisors
Alabama
$2.93K -$140 -24 -5%
MCM
129
MAI Capital Management
Ohio
$2.87K +$759 +130 +40%
PWA
130
Physician Wealth Advisors
Utah
$2.68K -$928 -159 -27%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$2.4K
AA
132
Ancora Advisors
Ohio
$1.9K
UBS AM
133
UBS AM
Illinois
$1.57K +$1.45K +248 New
AF
134
Allworth Financial
California
$1.31K +$624 +107 +107%
IA
135
IFP Advisors
Florida
$1.3K
C
136
Covestor
United Kingdom
$1K -$333 -57 -23%
RFP
137
Root Financial Partners
California
$912 +$840 +144 New
Simplex Trading
138
Simplex Trading
Illinois
$614 +$566 +97 New
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$430 -$53 -9 -12%
EP
140
Essential Partners
California
$380
SAM
141
Smartleaf Asset Management
Massachusetts
$274
GIA
142
GHP Investment Advisors
Colorado
$209 +$193 +33 New
RIL
143
Rothschild Investment LLC
Illinois
$13 +$12 +2 New
CIAM
144
Caitong International Asset Management
Hong Kong
$6 +$6 +1 New
KFG
145
Kingdom Financial Group
Arizona
$5
LAS
146
Lloyd Advisory Services
Georgia
$5 +$6 +1 New
Two Sigma Advisers
147
Two Sigma Advisers
New York
-$2.35M -487,000 Closed
GCP
148
GSA Capital Partners
United Kingdom
-$1.03M -213,613 Closed
BFM
149
Boothbay Fund Management
New York
-$991K -205,546 Closed
SBH
150
Segall Bryant & Hamill
Illinois
-$880K -182,624 Closed

SB Hedge Fund Activity: Q1 2026 in Review

146 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q1 2026, worth a combined $244M — up 49% from $163M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SB positions and 21 closed out — a net gain of 2 holders — while 59 added to existing stakes and 41 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $14.4M. The largest seller was Oceanic Investment Management, cutting an estimated $3.73M.

  • 146 institutional investors held Safe Bulkers (SB) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $244M of Safe Bulkers stock for Q1 2026, up 49% quarter-over-quarter.
  • 23 funds opened new Safe Bulkers positions in Q1 2026 and 21 closed out, a net change of +2 holders.
  • The largest Safe Bulkers buyer in Q1 2026 was Goldman Sachs, an estimated $14.4M added.
  • The largest Safe Bulkers seller in Q1 2026 was Oceanic Investment Management, an estimated $3.73M sold.

Based on aggregated 13F filings for Q1 2026.