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Safe Bulkers

65 hedge funds and large institutions have $56.6M invested in Safe Bulkers in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $121K | Put options by funds: $43K

3.03% less ownership

Funds ownership: 21.92%18.89% (-3%)

21% less capital invested

Capital invested by funds: $71.3M → $56.6M (-$14.7M)

24% less funds holding

Funds holding: 8565 (-20)

48% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 27

80% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
-20
Holders Change %
-23.53%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
14
Reduced
27
Closed
25
Calls
$121K
Puts
$43K
Net Calls
+$78K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.8M +$695K +192,328 +8%
Morgan Stanley
2
Morgan Stanley
New York
$6.59M +$141K +38,970 +2%
TA
3
Teachers Advisors
New York
$3.76M +$1.59M +440,350 +73%
BFA
4
BlackRock Fund Advisors
California
$3.75M -$61.2K -16,936 -2%
HC
5
Hourglass Capital
Texas
$2.98M +$633K +175,338 +27%
AQR Capital Management
6
AQR Capital Management
Connecticut
$2.72M -$364K -100,700 -12%
CBOA
7
Commonwealth Bank of Australia
Australia
$2.57M +$2.59M +716,665 New
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$2.26M
NGA
9
New Generation Advisors
Massachusetts
$2.25M
State Street
10
State Street
Massachusetts
$1.76M +$266K +73,614 +18%
LSV Asset Management
11
LSV Asset Management
Illinois
$1.69M -$441K -122,100 -21%
BIT
12
BlackRock Institutional Trust
California
$1.3M -$20K -5,533 -1%
Wells Fargo
13
Wells Fargo
California
$1.22M +$143K +39,585 +13%
Northern Trust
14
Northern Trust
Illinois
$1.12M -$24.5K -6,781 -2%
KCM
15
Kennedy Capital Management
Missouri
$1.08M -$1.38K -381 -0.1%
PPA
16
Parametric Portfolio Associates
Washington
$1.07M +$167K +46,246 +18%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$1.04M
Renaissance Technologies
18
Renaissance Technologies
New York
$1.01M -$206K -57,008 -17%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$704K -$41.9K -11,600 -6%
PIA
20
Phoenix Investment Adviser
New York
$629K +$633K +175,262 New
TCIM
21
TIAA CREF Investment Management
New York
$601K
Wellington Management Group
22
Wellington Management Group
Massachusetts
$574K -$1.42M -394,545 -71%
WA
23
Whitebox Advisors
Minnesota
$517K +$179K +49,572 +52%
BIM
24
BlackRock Investment Management
Delaware
$475K +$4.58K +1,269 +1%
Invesco
25
Invesco
Georgia
$457K +$232K +64,118 +102%

SB Hedge Fund Activity: Q1 2015 in Review

65 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q1 2015, worth a combined $56.6M — down 21% from $71.3M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SB and 5 opened new positions — a net loss of 20 holders — while 27 trimmed existing stakes and 14 added.

The largest buyer was Commonwealth Bank of Australia, opening a new position worth an estimated $2.59M. The largest seller was Regiment Capital Management, exiting entirely with an estimated $8.24M sold.

  • 65 institutional investors held Safe Bulkers (SB) as of Q1 2015, down from 85 in Q4 2014.
  • Funds reported $56.6M of Safe Bulkers stock for Q1 2015, down 21% quarter-over-quarter.
  • 5 funds opened new Safe Bulkers positions in Q1 2015 and 25 closed out, a net change of -20 holders.
  • The largest Safe Bulkers buyer in Q1 2015 was Commonwealth Bank of Australia, an estimated $2.59M added.
  • The largest Safe Bulkers seller in Q1 2015 was Regiment Capital Management, an estimated $8.24M sold.

Based on aggregated 13F filings for Q1 2015.