We are live on ! Find out more
EGP icon

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
BG
326
Bollard Group
Massachusetts
$72K -$11K -62 -13%
CMBA
327
C.M. Bidwell & Associates
Hawaii
$64.9K -$177 -1 -0.3%
S
328
SignatureFD
Georgia
$61.1K +$5.14K +29 +9%
VI
329
Vestcor Inc
New Brunswick, Canada
$53K +$44.7K +252 +371%
ST
330
Smithfield Trust
Pennsylvania
$50K
CFFP
331
Center for Financial Planning
Michigan
$50K
SC
332
Stephens Consulting
Michigan
$50K
TAM
333
Tucker Asset Management
Colorado
$44K +$46.8K +264 New
DAM
334
Delta Asset Management
Tennessee
$41.7K
GEA
335
Glen Eagle Advisors
New Jersey
$39.1K
WT
336
Whittier Trust
California
$38.3K
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
$36K +$709 +4 +2%
PMEF
338
Point72 Middle East FZE
United Arab Emirates
$32.1K +$34.2K +193 New
C
339
Covestor
United Kingdom
$32K -$177 -1 -0.5%
CTC
340
Central Trust Company
Missouri
$28.6K +$9.57K +54 +46%
PA
341
Parallel Advisors
California
$28.5K +$2.13K +12 +8%
PFPT
342
Pinnacle Financial Partners (Tennessee)
Tennessee
$21.6K
VWM
343
Venturi Wealth Management
Texas
$21.3K +$22.7K +128 New
LFA
344
LGT Financial Advisors
Texas
$16.7K +$17.7K +100 New
LWCFA
345
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.9K
IWP
346
IAG Wealth Partners
Wisconsin
$15.8K
GRP
347
Global Retirement Partners
California
$15.7K +$709 +4 +4%
RTC
348
Riverview Trust Company
Washington
$14.8K
LF
349
Lee Financial
Texas
$13.3K
CTA
350
Colonial Trust Advisors
South Carolina
$12.6K +$177 +1 +1%

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.