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Regency Centers

365 hedge funds and large institutions have $9.64B invested in Regency Centers in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 142 increasing their positions, 129 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $7.66B → $9.64B (+$1.97B)

10% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 129

1.69% more ownership

Funds ownership: 98.5%100.19% (+1.7%)

2% less funds holding

Funds holding: 373365 (-8)

14% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 43

92% less call options, than puts

Call options by funds: $7M | Put options by funds: $91.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
365
Holders Change
-8
Holders Change %
-2.14%
% of All Funds
6.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
142
Reduced
129
Closed
43
Calls
$7M
Puts
$91.2M
Net Calls
-$84.2M
Net Calls Change
+$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Next Financial Group
Texas
$29K
WT
302
Whittier Trust
California
$28K
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$25K
PCM
304
Penserra Capital Management
California
$23K +$3.33K +64 +18%
IAIM
305
International Assets Investment Management
Florida
$22K +$11.5K +220 +101%
GWM
306
Geneos Wealth Management
Colorado
$21K
PA
307
Parallel Advisors
California
$21K +$5.1K +98 +37%
ZB
308
Zions Bancorporation
Utah
$18K +$1.15K +22 +8%
VNA
309
Valley National Advisers
Pennsylvania
$17K
APWA
310
Atlas Private Wealth Advisors
New Jersey
$15K
CA
311
Clearstead Advisors
Ohio
$15K
HFM
312
Harvest Fund Management
China
$15K +$14.3K +275 New
SWA
313
SOA Wealth Advisors
New York
$14K +$2.5K +48 +22%
HPC
314
HM Payson & Co
Maine
$13K
LC
315
Lindbrook Capital
California
$13K +$5.57K +107 +82%
CFO
316
CVA Family Office
Colorado
$13K +$12K +230 New
CI
317
CX Institutional
Indiana
$12K +$2.34K +45 +26%
PCG
318
Private Capital Group
Connecticut
$11K +$6.72K +129 +187%
CFA
319
Carroll Financial Associates
North Carolina
$10K
EFSCE
320
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$2.86K +55 +45%
COCM
321
Charter Oak Capital Management
New Hampshire
$8K
SFSIG
322
San Francisco Sentry Investment Group
California
$8K
TSW
323
Thompson Siegel & Walmsley
Virginia
$8K
WPA
324
West Paces Advisors
Georgia
$7.66K
Walleye Capital
325
Walleye Capital
New York
$7.58K +$6.96M +133,737 New