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
LRPA
201
L. Roy Papp & Associates
Arizona
$1.06M
KS
202
Karpas Strategies
Connecticut
$1.06M
JIC
203
Johnson Investment Counsel
Ohio
$1.04M
HF
204
HRT Financial
New York
$974K +$561K +3,166 +118%
UCFA
205
United Capital Financial Advisors
Texas
$921K -$366K -2,068 -27%
Mariner
206
Mariner
Kansas
$902K +$38.5K +217 +4%
NAM
207
Nissay Asset Management
Japan
$899K +$41.3K +233 +5%
X
208
Xponance
Pennsylvania
$894K -$2.3K -13 -0.2%
GC
209
Gratus Capital
Georgia
$881K
IMRF
210
Illinois Municipal Retirement Fund
Illinois
$876K
RJFSA
211
Raymond James Financial Services Advisors
Florida
$847K -$29.9K -169 -3%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$837K
Toronto Dominion Bank
213
Toronto Dominion Bank
Ontario, Canada
$828K +$28.4K +160 +3%
NW
214
NewEdge Wealth
Pennsylvania
$757K -$6.56K -37 -0.8%
VAS
215
Vestmark Advisory Solutions
Massachusetts
$757K -$6.56K -37 -0.8%
FHB
216
First Hawaiian Bank
Hawaii
$739K -$24.8K -140 -3%
MAM
217
Martingale Asset Management
Massachusetts
$726K -$17.7K -100 -2%
YIH
218
Y-Intercept (HK)
Hong Kong
$716K +$83.6K +472 +12%
CIC
219
Cornercap Investment Counsel
Georgia
$699K -$8.86K -50 -1%
CAM
220
Carret Asset Management
New York
$666K
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$661K +$704K +3,971 New
SAM
222
Securian Asset Management
Minnesota
$640K -$23.6K -133 -3%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$640K -$77.8K -439 -10%
CGH
224
Crossmark Global Holdings
Texas
$596K -$6.73K -38 -1%
XT
225
XTX Topco
Cayman Islands
$595K +$112K +634 +22%

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.