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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B +$14.5M +81,798 +1%
BlackRock
2
BlackRock
New York
$848M +$13M +73,486 +1%
State Street
3
State Street
Massachusetts
$409M +$6.52M +36,776 +2%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$331M +$4.98M +28,129 +1%
Morgan Stanley
5
Morgan Stanley
New York
$268M -$43.2M -244,027 -13%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$197M -$10.4M -58,765 -5%
JP Morgan Chase
7
JP Morgan Chase
New York
$188M -$23.7M -133,558 -11%
Deutsche Bank
8
Deutsche Bank
Germany
$174M +$6.87M +38,766 +4%
N
9
Nuveen
North Carolina
$171M +$6.68M +37,682 +4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$168M +$36.2M +204,131 +25%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$127M +$4.21M +23,735 +3%
Brown Advisory
12
Brown Advisory
Maryland
$126M -$20M -113,069 -13%
Invesco
13
Invesco
Georgia
$121M +$14.5M +81,636 +13%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$116M +$65.4M +368,954 +113%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$106M +$1.27M +7,155 +1%
Charles Schwab
16
Charles Schwab
California
$92.4M -$22.4M -126,412 -19%
Boston Partners
17
Boston Partners
Massachusetts
$88.3M +$110K +620 +0.1%
Norges Bank
18
Norges Bank
Norway
$85.6M +$1.42M +7,993 +2%
EAM
19
Eagle Asset Management
Florida
$83.3M -$996K -5,621 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$81.2M -$1.25M -7,072 -1%
Principal Financial Group
21
Principal Financial Group
Iowa
$77.1M -$992K -5,597 -1%
Goldman Sachs
22
Goldman Sachs
New York
$73.5M -$12.2M -69,067 -14%
Northern Trust
23
Northern Trust
Illinois
$64.6M -$874K -4,933 -1%
Bank of America
24
Bank of America
North Carolina
$64.2M +$2.46M +13,893 +4%
VNIM
25
Vaughan Nelson Investment Management
Texas
$59M +$62.8M +354,129 New

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.