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EastGroup Properties

422 hedge funds and large institutions have $8.4B invested in EastGroup Properties in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 154 increasing their positions, 132 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

592% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $220K

135% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 31

17% more capital invested

Capital invested by funds: $7.16B → $8.4B (+$1.24B)

17% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 132

9% more funds holding

Funds holding: 386422 (+36)

4.09% more ownership

Funds ownership: 94.66%98.75% (+4.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
422
Holders Change
+36
Holders Change %
+9.33%
% of All Funds
6.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
154
Reduced
132
Closed
31
Calls
$1.52M
Puts
$220K
Net Calls
+$1.3M
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.22B +$20.6M +120,746 +2%
BlackRock
2
BlackRock
New York
$986M +$48M +281,398 +6%
Morgan Stanley
3
Morgan Stanley
New York
$586M +$270M +1,581,318 +98%
State Street
4
State Street
Massachusetts
$470M +$17.2M +100,938 +4%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$367M +$1.93M +11,302 +0.6%
N
6
Nuveen
North Carolina
$197M +$7.46M +43,708 +4%
Deutsche Bank
7
Deutsche Bank
Germany
$195M +$3.34M +19,560 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$190M -$24.9M -146,009 -12%
JP Morgan Chase
9
JP Morgan Chase
New York
$181M -$23.6M -138,009 -12%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$166M -$18M -105,513 -10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$148M +$7.73M +45,269 +6%
Boston Partners
12
Boston Partners
Massachusetts
$139M +$38.6M +226,169 +43%
Brown Advisory
13
Brown Advisory
Maryland
$138M -$293K -1,714 -0.2%
Invesco
14
Invesco
Georgia
$131M -$2.13M -12,461 -2%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$125M -$2.62M -15,370 -2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$122M +$5.03M +29,479 +5%
EAM
17
Eagle Asset Management
Florida
$119M +$25M +146,381 +29%
Charles Schwab
18
Charles Schwab
California
$107M +$5.14M +30,136 +5%
Norges Bank
19
Norges Bank
Norway
$104M +$8.9M +52,114 +10%
Citadel Advisors
20
Citadel Advisors
Florida
$103M +$41.8M +245,084 +78%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$89.8M +$351K +2,058 +0.4%
Principal Financial Group
22
Principal Financial Group
Iowa
$83.9M -$965K -5,652 -1%
Goldman Sachs
23
Goldman Sachs
New York
$69.1M -$11M -64,695 -15%
VNIM
24
Vaughan Nelson Investment Management
Texas
$66.4M +$1.32M +7,724 +2%
Bank of America
25
Bank of America
North Carolina
$66.3M -$4.14M -24,240 -6%

EGP Hedge Fund Activity: Q4 2023 in Review

422 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EastGroup Properties (EGP) for Q4 2023, worth a combined $8.4B — up 17% from $7.16B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new EGP positions and 31 closed out — a net gain of 42 holders — while 154 added to existing stakes and 132 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $270M. The largest seller was ExodusPoint Capital Management, cutting an estimated $28.7M.

  • 422 institutional investors held EastGroup Properties (EGP) as of Q4 2023, up from 386 in Q3 2023.
  • Funds reported $8.4B of EastGroup Properties stock for Q4 2023, up 17% quarter-over-quarter.
  • 73 funds opened new EastGroup Properties positions in Q4 2023 and 31 closed out, a net change of +42 holders.
  • The largest EastGroup Properties buyer in Q4 2023 was Morgan Stanley, an estimated $270M added.
  • The largest EastGroup Properties seller in Q4 2023 was ExodusPoint Capital Management, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2023.