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EastGroup Properties

386 hedge funds and large institutions have $7.16B invested in EastGroup Properties in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 143 increasing their positions, 128 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

12% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 128

1% more funds holding

Funds holding: 381386 (+5)

0.8% more ownership

Funds ownership: 93.86%94.66% (+0.8%)

1% less capital invested

Capital invested by funds: $7.24B → $7.16B (-$80.6M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
386
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
6.13%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
39
Increased
143
Reduced
128
Closed
32
Calls
$1.42M
Puts
Net Calls
+$1.42M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
276
Ramirez Asset Management
New York
$305K +$325K +1,834 New
RJT
277
Raymond James Trust
Florida
$305K +$3.19K +18 +1%
Creative Planning
278
Creative Planning
Kansas
$299K -$15.4K -87 -5%
ST
279
Somerset Trust
Pennsylvania
$296K -$67.9K -383 -18%
SFI
280
SPC Financial Inc
Maryland
$291K
AA
281
AJ Advisors
Tennessee
$287K +$2.13K +12 +0.7%
EWM
282
Evermay Wealth Management
Virginia
$270K -$1.75M -9,886 -86%
ETC
283
Exchange Traded Concepts
Oklahoma
$265K +$33.7K +190 +14%
SWM
284
SeaCrest Wealth Management
New York
$258K
PWP
285
Phillips Wealth Planners
Mississippi
$257K -$1.24K -7 -0.4%
BFS
286
Bradley Foster & Sargent
Connecticut
$257K
RMCM
287
Reynders McVeigh Capital Management
Massachusetts
$250K
UB
288
UMB Bank
Missouri
$249K
RG
289
Renaissance Group
Kentucky
$246K
MYIA
290
Mount Yale Investment Advisors
Colorado
$246K -$6.73K -38 -3%
FA
291
Financial Advisors
Massachusetts
$245K
TRCT
292
Tower Research Capital (TRC)
New York
$245K -$571K -3,222 -69%
AA
293
ALPS Advisors
Colorado
$242K -$94.1K -531 -27%
SWM
294
SFG Wealth Management
Maryland
$237K
EI
295
Ethic Inc
New York
$234K -$10.1K -57 -4%
MLICM
296
Metropolitan Life Insurance Company (MetLife)
New York
$232K +$6.73K +38 +3%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$232K +$12.6K +71 +5%
MAC
298
Mason & Associates (California)
California
$231K
SCA
299
Snowden Capital Advisors
New York
$230K -$204K -1,151 -45%
CCM
300
Coldstream Capital Management
Washington
$225K +$886 +5 +0.4%

EGP Hedge Fund Activity: Q3 2023 in Review

386 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in EastGroup Properties (EGP) for Q3 2023, worth a combined $7.16B — down 1.1% from $7.24B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EGP positions and 32 closed out — a net gain of 7 holders — while 143 added to existing stakes and 128 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $65.4M. The largest seller was Morgan Stanley, cutting an estimated $43.2M.

  • 386 institutional investors held EastGroup Properties (EGP) as of Q3 2023, up from 381 in Q2 2023.
  • Funds reported $7.16B of EastGroup Properties stock for Q3 2023, down 1.1% quarter-over-quarter.
  • 39 funds opened new EastGroup Properties positions in Q3 2023 and 32 closed out, a net change of +7 holders.
  • The largest EastGroup Properties buyer in Q3 2023 was Wellington Management Group, an estimated $65.4M added.
  • The largest EastGroup Properties seller in Q3 2023 was Morgan Stanley, an estimated $43.2M sold.

Based on aggregated 13F filings for Q3 2023.