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EastGroup Properties

228 hedge funds and large institutions have $2.24B invested in EastGroup Properties in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 81 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 23

3% more funds holding

Funds holding: 222228 (+6)

9% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 74

2% less capital invested

Capital invested by funds: $2.3B → $2.24B (-$56.2M)

4.38% less ownership

Funds ownership: 96.62%92.24% (-4.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $620K

Holders
228
Holders Change
+6
Holders Change %
+2.7%
% of All Funds
5.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
81
Reduced
74
Closed
23
Calls
Puts
$620K
Net Calls
-$620K
Net Calls Change
-$620K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$382M +$4.23M +61,060 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$219M -$12M -173,705 -6%
BFA
3
BlackRock Fund Advisors
California
$175M +$4.94M +71,350 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$171M +$8.16M +117,851 +5%
Invesco
5
Invesco
Georgia
$147M +$30.6M +441,176 +29%
SAM
6
Silvercrest Asset Management
New York
$97.5M +$2.06M +29,674 +2%
State Street
7
State Street
Massachusetts
$87.2M +$3.09M +44,682 +4%
BIT
8
BlackRock Institutional Trust
California
$84.7M -$1.24M -17,874 -2%
Goldman Sachs
9
Goldman Sachs
New York
$63.8M +$1.09M +15,679 +2%
Northern Trust
10
Northern Trust
Illinois
$41.2M +$811K +11,708 +2%
UIC
11
Uniplan Investment Counsel
Wisconsin
$38.2M -$3.82M -55,202 -10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$37M +$1.7M +24,487 +5%
Principal Financial Group
13
Principal Financial Group
Iowa
$36.3M +$2M +28,875 +6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$32.1M -$95K -1,371 -0.3%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$30.8M -$919K -13,267 -3%
EAM
16
Edge Asset Management
Washington
$30M +$1.52M +21,940 +6%
Macquarie Group
17
Macquarie Group
Australia
$25.7M +$1.7M +24,514 +8%
Norges Bank
18
Norges Bank
Norway
$25M
Charles Schwab
19
Charles Schwab
California
$22.7M -$659K -9,516 -3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$20.5M +$820K +11,844 +4%
ICM
21
IronBridge Capital Management
Illinois
$17.9M -$45.9K -663 -0.3%
BG
22
BlackRock Group
United Kingdom
$17.8M -$968K -13,972 -5%
Ameriprise
23
Ameriprise
Minnesota
$17.1M +$15.9K +230 +0.1%
Wells Fargo
24
Wells Fargo
California
$15.1M +$1.13M +16,292 +9%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$13.7M +$1.16M +16,700 +10%

EGP Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in EastGroup Properties (EGP) for Q4 2016, worth a combined $2.24B — down 2.4% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EGP positions and 23 closed out — a net gain of 10 holders — while 81 added to existing stakes and 74 trimmed.

The largest buyer was Invesco, adding an estimated $30.6M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $60.1M sold.

  • 228 institutional investors held EastGroup Properties (EGP) as of Q4 2016, up from 222 in Q3 2016.
  • Funds reported $2.24B of EastGroup Properties stock for Q4 2016, down 2.4% quarter-over-quarter.
  • 33 funds opened new EastGroup Properties positions in Q4 2016 and 23 closed out, a net change of +10 holders.
  • The largest EastGroup Properties buyer in Q4 2016 was Invesco, an estimated $30.6M added.
  • The largest EastGroup Properties seller in Q4 2016 was Lasalle Investment Management Securities, an estimated $60.1M sold.

Based on aggregated 13F filings for Q4 2016.