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Regency Centers

417 hedge funds and large institutions have $10.4B invested in Regency Centers in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 179 increasing their positions, 140 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $459K | Put options by funds: $312K

28% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 140

2.14% more ownership

Funds ownership: 98.59%100.72% (+2.1%)

0% less capital invested

Capital invested by funds: $10.4B → $10.4B (-$8.48M)

3% less funds holding

Funds holding: 428417 (-11)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
417
Holders Change
-11
Holders Change %
-2.57%
% of All Funds
6.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
34
Increased
179
Reduced
140
Closed
38
Calls
$459K
Puts
$312K
Net Calls
+$147K
Net Calls Change
-$465K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
301
Caprock Group
Idaho
$262K +$266K +4,233 New
Bessemer Group
302
Bessemer Group
New Jersey
$260K +$2.33K +37 +0.9%
VU
303
Vanderbilt University
Tennessee
$250K +$52.3K +832 +26%
TMAM
304
Tokio Marine Asset Management
Japan
$236K +$1.76K +28 +0.7%
EI
305
Ellevest Inc
New York
$232K -$16K -254 -6%
TI
306
Tidal Investments
Wisconsin
$225K +$232K +3,682 New
VI
307
Vestcor Inc
New Brunswick, Canada
$224K
AIMCA
308
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$220K +$226K +3,600 New
LCGC
309
Legacy Capital Group California
California
$220K +$226K +3,597 New
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$218K +$9.62K +153 +4%
IF
311
Intrua Financial
Texas
$217K -$7.86K -125 -3%
BCI
312
Brinker Capital Investments
Pennsylvania
$216K -$5.66K -90 -2%
OPS
313
Orion Portfolio Solutions
Nebraska
$216K +$222K +3,525 New
ST
314
Somerset Trust
Pennsylvania
$213K -$50.6K -805 -19%
IAS
315
Insigneo Advisory Services
Florida
$213K +$221K +3,514 New
CAPTRUST Financial Advisors
316
CAPTRUST Financial Advisors
North Carolina
$209K -$6.6K -105 -3%
V
317
Veritable
Delaware
$208K +$4.59K +73 +2%
DI
318
Diligent Investors
California
$207K -$1.38K -22 -0.6%
BC
319
Bridgefront Capital
Texas
$203K -$44.7K -710 -18%
BMSSC
320
B. Metzler seel. Sohn & Co
Germany
$203K -$177K -2,815 -46%
AAM
321
Advisors Asset Management
Colorado
$201K -$39.4K -626 -16%
EH
322
Equitable Holdings
New York
$200K +$206K +3,272 New
BCV
323
Banque Cantonale Vaudoise
Switzerland
$198K
ETC
324
Exchange Traded Concepts
Oklahoma
$190K -$155K -2,460 -44%
MAM
325
Meeder Asset Management
Ohio
$189K -$12.1K -193 -6%