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Safe Bulkers

137 hedge funds and large institutions have $175M invested in Safe Bulkers in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

30% more capital invested

Capital invested by funds: $134M → $175M (+$41M)

11% more funds holding

Funds holding: 123137 (+14)

3.95% more ownership

Funds ownership: 24.28%28.23% (+4%)

1% less call options, than puts

Call options by funds: $9.2M | Put options by funds: $9.27M

Holders
137
Holders Change
+14
Holders Change %
+11.38%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
52
Reduced
33
Closed
19
Calls
$9.2M
Puts
$9.27M
Net Calls
-$73K
Net Calls Change
-$9.34M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.1M -$413K -76,660 -2%
Renaissance Technologies
2
Renaissance Technologies
New York
$19.3M -$1.57M -291,700 -8%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$13.3M +$2.05M +380,270 +20%
American Century Companies
4
American Century Companies
Missouri
$10.3M +$847K +157,163 +10%
State Street
5
State Street
Massachusetts
$9.45M +$1.11M +205,649 +15%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$8.96M +$197K +36,613 +2%
Goldman Sachs
7
Goldman Sachs
New York
$7.1M -$263K -48,895 -4%
BCM
8
Bridgeway Capital Management
Texas
$6.03M +$191K +35,460 +4%
Connor, Clark & Lunn Investment Management (CC&L)
9
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.03M +$2.92M +542,756 +169%
Morgan Stanley
10
Morgan Stanley
New York
$4.64M +$1.74M +323,503 +68%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.45M +$166K +30,843 +4%
Vanguard Group
12
Vanguard Group
Pennsylvania
$4.02M +$190K +35,361 +5%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$4.01M +$2.98M +553,500 +411%
JP Morgan Chase
14
JP Morgan Chase
New York
$3.51M -$691K -128,305 -18%
LSV Asset Management
15
LSV Asset Management
Illinois
$3.21M +$2.42M +450,209 +441%
EF
16
Empowered Funds
Pennsylvania
$2.87M +$191K +35,460 +8%
HCM
17
Harvey Capital Management
Florida
$2.67M -$48.4K -8,990 -2%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$2.55M +$1.47M +273,241 +165%
DA
19
Denali Advisors
California
$2.43M +$1.71M +317,900 +317%
Two Sigma Investments
20
Two Sigma Investments
New York
$2.39M +$2.02M +374,688 +1,032%
Northern Trust
21
Northern Trust
Illinois
$2.26M -$116K -21,602 -5%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$2.13M -$505K -93,850 -20%
Invesco
23
Invesco
Georgia
$1.8M -$839K -155,807 -33%
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.64M +$78.6K +14,589 +5%
Jane Street
25
Jane Street
New York
$1.47M +$933K +173,275 +218%

SB Hedge Fund Activity: Q2 2024 in Review

137 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Safe Bulkers (SB) for Q2 2024, worth a combined $175M — up 30% from $134M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SB positions and 19 closed out — a net gain of 15 holders — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $2.98M. The largest seller was Marshall Wace, cutting an estimated $4.13M.

  • 137 institutional investors held Safe Bulkers (SB) as of Q2 2024, up from 123 in Q1 2024.
  • Funds reported $175M of Safe Bulkers stock for Q2 2024, up 30% quarter-over-quarter.
  • 34 funds opened new Safe Bulkers positions in Q2 2024 and 19 closed out, a net change of +15 holders.
  • The largest Safe Bulkers buyer in Q2 2024 was Two Sigma Advisers, an estimated $2.98M added.
  • The largest Safe Bulkers seller in Q2 2024 was Marshall Wace, an estimated $4.13M sold.

Based on aggregated 13F filings for Q2 2024.