Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SAFE BULKERS INC (SB)

143 + Investors. Track Smart Money conviction in SB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
57%

Smart Money Signals — SB

Based on 144 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
144 hedge funds hold SB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

84 buying63 selling
Last quarter: 84 funds bought or added vs 63 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 21 → 25 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 22% new
79 out of 144 hedge funds have held SB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +36% but shares only +15% — price-driven

Value
+36%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +36%, but actual share count only changed +15%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

25 → 17 → 21 → 25 → 23 new funds/Q
New funds entering each quarter: 17 → 21 → 25 → 23. A growing number of institutions are discovering SB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 14% 1-2yr ■ 27% new
Of 147 current holders: 88 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
36 of 144 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in SB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SB

In 2026 Q1, 84 hedge funds were net buyers of SB (23 opened a new position, 61 added to an existing one), while 63 reduced or exited (40 trimmed, 23 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 45% of total institutional value in SB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 144.

Hedge Fund Ownership: SB

How many hedge funds hold SB — quarterly history vs. share price
Quarterly hedge fund ownership of SB vs. share price

Market Analysis: SB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy SAFE BULKERS INC (SB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SB has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 65d ago
SB
+10.7%
XLI
+7.6%

SB outperformed XLI by +3.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 20d ago
SB
-8.1%
XLI
+1.5%

Since the filing became public, SB outperformed XLI by -9.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: SB
143 + Investors

Track Smart Money conviction in SB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 143 144 -0.69%
13F Shares 38M 34M 14.85%
Total Value $225M $165M 36.29%
New Positions 22 25 -3
Increased Positions 58 50 +8
Closed Positions 23 14 +9
Reduced Positions 40 47 -7
Total Calls 3 3 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.33 Bullish

Statistics: SB

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

143 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of SB — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FEARNLEY ASSET MANAGEMENT AS 3.89% 1,879,298 $11.9M
2 Manatuck Hill Partners, LLC 0.36% 210,000 $1.3M
3 DENALI ADVISORS LLC 0.36% 504,824 $3.2M
4 E Fund Management (Hong Kong) Co., Ltd. 0.23% 80,647 $510K
5 nVerses Capital, LLC 0.20% 35,278 $223K
6 Odyssean, LLC 0.18% 77,644 $491K
7 Sage Investment Counsel LLC 0.17% 24,900 $158K
8 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.15% 1,205,831 $7.6M
9 Informed Momentum Co LLC 0.14% 188,539 $1.2M
10 Koss-Olinger Consulting, LLC 0.08% 141,398 $895K
11 Kiker Wealth Management, LLC 0.06% 20,000 $127K
12 PCM Encore, LLC 0.05% 35,740 $226K
13 Campbell & CO Investment Adviser LLC 0.04% 114,657 $726K
14 RENAISSANCE TECHNOLOGIES LLC 0.04% 3,557,921 $22.5M
15 ALGERT GLOBAL LLC 0.03% 346,418 $2K
16 HARVEY CAPITAL MANAGEMENT INC 0.03% 20,000 $127K
17 Abel Hall, LLC 0.03% 21,360 $135K
18 Empowered Funds, LLC 0.03% 663,731 $4.2M
19 LSV ASSET MANAGEMENT 0.03% 1,963,190 $12K
20 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.03% 110,775 $701K
21 Oceanic Investment Management LTD 0.02% 4,077 $26K
22 DGS Capital Management, LLC 0.02% 20,918 $132K
23 Voleon Capital Management LP 0.02% 133,652 $846K
24 FOX RUN MANAGEMENT, L.L.C. 0.02% 16,370 $100K
25 SEEDS INVESTOR LLC 0.02% 19,146 $124K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SAFE BULKERS INC (SB)

What does the Smart Money Trend signal show for SB?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SB?

Slight buying edge — 57% buying: Last quarter: 84 funds bought or added vs 63 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SB holders?

Elite ownership — 45% AUM from top-100 funds: 36 of 144 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in SB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SB?

55% of holders stayed for 2+ years: 79 out of 144 hedge funds have held SB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy SAFE BULKERS INC (SB) following the 2026 Q1 hedge fund 13F filings?

As of today, SB has moved -8.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLI sector ETF — an outperformance of -9.6%. Since the quarter end (March 31, 2026), SB has gained +10.7% vs +7.6% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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