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Safe Bulkers
SB

68 hedge funds and large institutions have $202M invested in Safe Bulkers in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more capital invested

Capital invested by funds: $81.1M → $202M (+$121M)

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

23% more call options, than puts

Call options by funds: $935K | Put options by funds: $759K

17% more funds holding

Funds holding: 58 → 68 (+10)

7.99% more ownership

Funds ownership: 15.52% → 23.51% (+8%)

Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
19
Increased
25
Reduced
12
Closed
8
Calls
$935K
Puts
$759K
Net Calls
+$176K
Net Calls Change
+$179K

Top Buyers

Rank Fund Capital Flow
1
SFM
Systematic Financial Management
New Jersey
+$25M
2
Morgan Stanley
Morgan Stanley
New York
+$4.71M
3
RCM
Regiment Capital Management
Massachusetts
+$3.97M
4
OIM
Oceanic Investment Management
Isle Of Man
+$3.45M
5
SFM
Soros Fund Management
New York
+$3.18M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$760K
2
Citadel Advisors
Citadel Advisors
Florida
-$511K
3
Bank of America
Bank of America
North Carolina
-$271K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$224K
5
N
Natixis
France
-$184K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Regiment Capital Management
Massachusetts
$36.4M +$3.97M +500,000 +17%
SFM
2
Systematic Financial Management
New Jersey
$32.7M +$25M +3,145,872 New
Morgan Stanley
3
Morgan Stanley
New York
$22.5M +$4.71M +593,144 +38%
OIM
4
Oceanic Investment Management
Isle Of Man
$20.6M +$3.45M +433,960 +28%
Bank of America
5
Bank of America
North Carolina
$11.8M -$271K -34,106 -3%
NGA
6
New Generation Advisors
Massachusetts
$10.9M +$730K +91,906 +10%
LSV Asset Management
7
LSV Asset Management
Illinois
$6.5M +$218K +27,500 +5%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.39M +$2.23M +280,244 +84%
SFM
9
Soros Fund Management
New York
$4.37M +$3.18M +400,000 +1,955%
Two Sigma Investments
10
Two Sigma Investments
New York
$4.13M +$456K +57,389 +17%
DCM
11
Driehaus Capital Management
Illinois
$3.87M +$1.41M +177,419 +91%
ACP
12
Andalusian Capital Partners
Connecticut
$3.81M +$2.91M +366,760 New
Two Sigma Advisers
13
Two Sigma Advisers
New York
$3.58M +$710K +89,400 +35%
PPA
14
Parametric Portfolio Associates
Washington
$2.87M +$1.9M +239,272 +647%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$2.33M +$811K +102,094 +84%
CS
16
Credit Suisse
Switzerland
$2.18M +$363K +45,720 +28%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$1.88M +$1.43M +180,250 New
NFA
18
Nationwide Fund Advisors
Ohio
$1.7M +$1.3M +163,751 New
LCM
19
Leonard Capital Management
Florida
$1.63M – – –
KCM
20
Kennedy Capital Management
Missouri
$1.59M +$25.5K +3,213 +2%
PRCM
21
Pine River Capital Management
Minnesota
$1.56M +$1.19M +150,000 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.46M +$1.12M +140,637 New
FWCM
23
First Western Capital Management
California
$1.31M +$1,000K +125,900 New
SL
24
SIB LLC
New York
$1.23M – – –
WA
25
Whitebox Advisors
Minnesota
$1.14M +$245K +30,800 +39%
1
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SB Hedge Fund Activity: Q4 2013 in Review

68 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q4 2013, worth a combined $202M — up 149% from $81.1M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SB positions and 8 closed out — a net gain of 11 holders — while 25 added to existing stakes and 12 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $25M. The largest seller was Deutsche Bank, exiting entirely with an estimated $760K sold.

  • 68 institutional investors held Safe Bulkers (SB) as of Q4 2013, up from 58 in Q3 2013.
  • Funds reported $202M of Safe Bulkers stock for Q4 2013, up 149% quarter-over-quarter.
  • 19 funds opened new Safe Bulkers positions in Q4 2013 and 8 closed out, a net change of +11 holders.
  • The largest Safe Bulkers buyer in Q4 2013 was Systematic Financial Management, an estimated $25M added.
  • The largest Safe Bulkers seller in Q4 2013 was Deutsche Bank, an estimated $760K sold.

Based on aggregated 13F filings for Q4 2013.