Safe Bulkers
119 hedge funds and large institutions have $146M invested in Safe Bulkers in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 48 reducing their positions, and 14 closing their positions.
100% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 14
28% more capital invested
Capital invested by funds: $114M → $146M (+$32.1M)
13% more funds holding
Funds holding: 105 → 119 (+14)
0.33% more ownership
Funds ownership: 24.96% → 25.29% (+0.33%)
40% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 48
50% less call options, than puts
Call options by funds: $4.46M | Put options by funds: $8.87M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$2.15M |
| 2 |
JP Morgan Chase
New York
|
+$1.99M |
| 3 |
HCM
Harvey Capital Management
Palm Beach,
Florida
|
+$1.93M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.85M |
| 5 |
Renaissance Technologies
New York
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.52M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.37M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.62M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$1.16M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$907K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Ameriprise
Minneapolis,
Minnesota
| – | -$88K | -23,258 | Closed |
|
127
HSBC Holdings
London,
United Kingdom
| – | -$83K | -22,312 | Closed |
|
|
CBFP
128
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$68K | -17,921 | Closed |
|
|
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| – | -$66K | -17,471 | Closed |
|
130
Koshinski Asset Management
Decatur,
Illinois
| – | -$36.7K | -9,741 | Closed |
|
|
TFGT
131
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | +$16 | +4 | New |
|
SB Hedge Fund Activity: Q1 2022 in Review
119 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q1 2022, worth a combined $146M — up 28% from $114M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SB positions and 14 closed out — a net gain of 14 holders — while 29 added to existing stakes and 48 trimmed.
The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $2.15M. The largest seller was Fidelity Investments, cutting an estimated $3.52M.
- 119 institutional investors held Safe Bulkers (SB) as of Q1 2022, up from 105 in Q4 2021.
- Funds reported $146M of Safe Bulkers stock for Q1 2022, up 28% quarter-over-quarter.
- 28 funds opened new Safe Bulkers positions in Q1 2022 and 14 closed out, a net change of +14 holders.
- The largest Safe Bulkers buyer in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $2.15M added.
- The largest Safe Bulkers seller in Q1 2022 was Fidelity Investments, an estimated $3.52M sold.
Based on aggregated 13F filings for Q1 2022.