We are live on ! Find out more
SB icon

Safe Bulkers

54 hedge funds and large institutions have $9.8M invested in Safe Bulkers in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

5.54% less ownership

Funds ownership: 20.18%14.65% (-5.5%)

14% less funds holding

Funds holding: 6354 (-9)

28% less capital invested

Capital invested by funds: $13.7M → $9.8M (-$3.87M)

60% less call options, than puts

Call options by funds: $38K | Put options by funds: $94K

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
54
Holders Change
-9
Holders Change %
-14.29%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
18
Reduced
14
Closed
14
Calls
$38K
Puts
$94K
Net Calls
-$56K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Change in
Stake
KGI
1
Kopernik Global Investors
Florida
$3.46M +$26.4K +44,682 +1%
RFC
2
Russell Frank Company
Washington
$868K -$51K -86,468 -7%
BFA
3
BlackRock Fund Advisors
California
$753K -$23.8K -40,369 -4%
Bank of America
4
Bank of America
North Carolina
$745K -$465K -789,048 -46%
NGA
5
New Generation Advisors
Massachusetts
$626K +$98.6K +167,140 +27%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$445K -$19.6K -33,300 -6%
State Street
7
State Street
Massachusetts
$382K -$658 -1,115 -0.2%
PPA
8
Parametric Portfolio Associates
Washington
$356K +$75.7K +128,264 +41%
Northern Trust
9
Northern Trust
Illinois
$230K -$2.48K -4,209 -1%
BIT
10
BlackRock Institutional Trust
California
$224K -$2.1K -3,559 -1%
Morgan Stanley
11
Morgan Stanley
New York
$213K -$25.1K -42,584 -14%
Two Sigma Investments
12
Two Sigma Investments
New York
$170K +$18.7K +31,723 +18%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$152K +$51.3K +86,905 +85%
Invesco
14
Invesco
Georgia
$118K -$93.9K -159,167 -52%
BIM
15
BlackRock Investment Management
Delaware
$110K
Goldman Sachs
16
Goldman Sachs
New York
$93K +$364 +617 +0.5%
SL
17
SIB LLC
New York
$88K
California State Teachers Retirement System (CalSTRS)
18
California State Teachers Retirement System (CalSTRS)
California
$66K +$7.14K +12,102 +17%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$59K
NFA
20
Nationwide Fund Advisors
Ohio
$53K +$24.7K +41,829 +171%
Vanguard Group
21
Vanguard Group
Pennsylvania
$48K -$1.99K -3,369 -5%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$47K +$2.48K +4,200 +8%
Charles Schwab
23
Charles Schwab
California
$46K
ISL
24
Ingalls & Snyder LLC
New York
$42K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$38K -$38.9K -65,974 -59%

SB Hedge Fund Activity: Q1 2016 in Review

54 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q1 2016, worth a combined $9.8M — down 28% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SB and 5 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 18 added.

The largest buyer was New Generation Advisors, adding an estimated $98.6K. The largest seller was Teachers Advisors, exiting entirely with an estimated $1.47M sold.

  • 54 institutional investors held Safe Bulkers (SB) as of Q1 2016, down from 63 in Q4 2015.
  • Funds reported $9.8M of Safe Bulkers stock for Q1 2016, down 28% quarter-over-quarter.
  • 5 funds opened new Safe Bulkers positions in Q1 2016 and 14 closed out, a net change of -9 holders.
  • The largest Safe Bulkers buyer in Q1 2016 was New Generation Advisors, an estimated $98.6K added.
  • The largest Safe Bulkers seller in Q1 2016 was Teachers Advisors, an estimated $1.47M sold.

Based on aggregated 13F filings for Q1 2016.