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Safe Bulkers

111 hedge funds and large institutions have $97.2M invested in Safe Bulkers in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,104% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $289K

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

40% more capital invested

Capital invested by funds: $69.3M → $97.2M (+$27.9M)

16% more funds holding

Funds holding: 96111 (+15)

3% more ownership

Funds ownership: 19.17%22.16% (+3%)

Holders
111
Holders Change
+15
Holders Change %
+15.63%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
43
Reduced
28
Closed
9
Calls
$3.48M
Puts
$289K
Net Calls
+$3.19M
Net Calls Change
+$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$15.5M +$1.8M +510,600 +15%
BlackRock
2
BlackRock
New York
$15.3M +$816K +232,062 +6%
State Street
3
State Street
Massachusetts
$5.55M +$356K +101,096 +8%
American Century Companies
4
American Century Companies
Missouri
$5.04M +$656K +186,512 +17%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.97M +$4.45M +1,263,865 New
BCM
6
Bridgeway Capital Management
Texas
$3.79M +$135K +38,269 +4%
Morgan Stanley
7
Morgan Stanley
New York
$3.64M +$2.09M +595,249 +179%
Goldman Sachs
8
Goldman Sachs
New York
$3.24M +$54.2K +15,420 +2%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$3.17M -$354K -100,511 -11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.86M +$28.9K +8,216 +1%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.85M +$121K +34,495 +5%
Vanguard Group
12
Vanguard Group
Pennsylvania
$2.43M -$44.5K -12,653 -2%
Invesco
13
Invesco
Georgia
$1.85M +$420K +119,444 +34%
HCM
14
Harvey Capital Management
Florida
$1.84M -$150K -42,778 -8%
EF
15
Empowered Funds
Pennsylvania
$1.66M +$135K +38,269 +10%
Northern Trust
16
Northern Trust
Illinois
$1.66M +$5.69K +1,618 +0.4%
WG
17
Winton Group
United Kingdom
$1.12M +$236K +66,994 +31%
Los Angeles Capital Management
18
Los Angeles Capital Management
California
$1.11M +$152K +43,070 +18%
AQR Capital Management
19
AQR Capital Management
Connecticut
$1.05M -$373K -106,117 -28%
SAM
20
Scion Asset Management
California
$983K -$176K -50,000 -17%
MHP
21
Manatuck Hill Partners
Connecticut
$884K
HF
22
HRT Financial
New York
$871K -$415K -117,896 -35%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$821K +$692K +196,694 +1,618%
Millennium Management
24
Millennium Management
New York
$759K +$628K +178,446 +1,218%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$758K -$14K -3,989 -2%

SB Hedge Fund Activity: Q4 2023 in Review

111 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q4 2023, worth a combined $97.2M — up 40% from $69.3M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SB positions and 9 closed out — a net gain of 15 holders — while 43 added to existing stakes and 28 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $4.45M. The largest seller was Susquehanna International Group, cutting an estimated $1.49M.

  • 111 institutional investors held Safe Bulkers (SB) as of Q4 2023, up from 96 in Q3 2023.
  • Funds reported $97.2M of Safe Bulkers stock for Q4 2023, up 40% quarter-over-quarter.
  • 24 funds opened new Safe Bulkers positions in Q4 2023 and 9 closed out, a net change of +15 holders.
  • The largest Safe Bulkers buyer in Q4 2023 was Arrowstreet Capital, an estimated $4.45M added.
  • The largest Safe Bulkers seller in Q4 2023 was Susquehanna International Group, an estimated $1.49M sold.

Based on aggregated 13F filings for Q4 2023.