Safeguard Scientifics, Inc.
SFE was delisted on the 9th of February, 2024.
84 hedge funds and large institutions have $170M invested in Safeguard Scientifics, Inc. in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
11% more capital invested
Capital invested by funds: $152M → $170M (+$17.2M)
11% more funds holding
Funds holding: 76 → 84 (+8)
12% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 26
19% less call options, than puts
Call options by funds: $627K | Put options by funds: $775K
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
+$2.81M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.36M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.8M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.71M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
-$7.32M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$3.11M |
| 3 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
-$661K |
| 4 |
First Manhattan
New York
|
-$604K |
| 5 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$436K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
76
Reilly Financial Advisors
La Mesa,
California
| $4K | – | – | – |
|
|
FANJ
77
Financial Architects (New Jersey)
Marlton,
New Jersey
| $3K | – | – | – |
|
|
LTFS
78
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | – | – | – |
|
|
OIA
79
Optimum Investment Advisors
Chicago,
Illinois
| $3K | – | – | – |
|
80
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | – | – | – |
|
81
Fidelity Investments
Boston,
Massachusetts
| $1K | -$644 | -55 | -50% |
|
|
CFN
82
Cordasco Financial Network
Naples,
Florida
| $1K | – | – | – |
|
|
KFS
83
Kelly Financial Services
Braintree,
Massachusetts
| $193 | – | – | – |
|
84
Two Sigma Investments
New York
| – | -$192K | -17,700 | Closed |
|
85
Simplex Trading
Chicago,
Illinois
| – | -$11.9K | -1,019 | Closed |
|
|
BBNA
86
Bremer Bank National Association
St Paul,
Minnesota
| – | -$2K | -166 | Closed |
|
|
RFC
87
Regions Financial Corp
Birmingham,
Alabama
| – | -$1K | -83 | Closed |
|
SFE Hedge Fund Activity: Q2 2019 in Review
84 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q2 2019, worth a combined $170M — up 11% from $152M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SFE positions and 4 closed out — a net gain of 10 holders — while 23 added to existing stakes and 26 trimmed.
The largest buyer was Almitas Capital, adding an estimated $2.81M. The largest seller was Ariel Investments, cutting an estimated $7.32M.
- 84 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q2 2019, up from 76 in Q1 2019.
- Funds reported $170M of Safeguard Scientifics, Inc. stock for Q2 2019, up 11% quarter-over-quarter.
- 14 funds opened new Safeguard Scientifics, Inc. positions in Q2 2019 and 4 closed out, a net change of +10 holders.
- The largest Safeguard Scientifics, Inc. buyer in Q2 2019 was Almitas Capital, an estimated $2.81M added.
- The largest Safeguard Scientifics, Inc. seller in Q2 2019 was Ariel Investments, an estimated $7.32M sold.
Based on aggregated 13F filings for Q2 2019.