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Regency Centers

483 hedge funds and large institutions have $12.8B invested in Regency Centers in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 182 increasing their positions, 172 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 36

19% more capital invested

Capital invested by funds: $10.8B → $12.8B (+$2.01B)

6% more funds holding

Funds holding: 455483 (+28)

3.69% more ownership

Funds ownership: 94.05%97.74% (+3.7%)

6% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 172

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

97% less call options, than puts

Call options by funds: $628K | Put options by funds: $24M

Holders
483
Holders Change
+28
Holders Change %
+6.15%
% of All Funds
6.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
182
Reduced
172
Closed
36
Calls
$628K
Puts
$24M
Net Calls
-$23.3M
Net Calls Change
-$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Smartleaf Asset Management
Massachusetts
$334K +$11.8K +170 +4%
GAM
327
Gotham Asset Management
New York
$333K +$319K +4,610 New
MAM
328
Martingale Asset Management
Massachusetts
$332K +$318K +4,596 New
PA
329
Profund Advisors
Maryland
$331K +$317K +4,577 New
GT
330
Greenleaf Trust
Michigan
$330K +$16.5K +238 +6%
AAM
331
Azzad Asset Management
Virginia
$328K +$13.1K +189 +4%
WI
332
Wahed Invest
New York
$322K +$30.5K +441 +11%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$320K -$8.3K -120 -3%
PP
334
Paloma Partners
Connecticut
$318K +$304K +4,400 New
Janney Montgomery Scott
335
Janney Montgomery Scott
Pennsylvania
$316K -$3.39K -49 -1%
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$313K +$623 +9 +0.2%
Bessemer Group
337
Bessemer Group
New Jersey
$304K +$6.78K +98 +2%
MG
338
Marex Group
$289K +$277K +4,000 New
II
339
Inspire Investing
Idaho
$288K -$21.2K -306 -7%
CCM
340
Coldstream Capital Management
Washington
$286K +$11.3K +163 +4%
MYAM
341
Meiji Yasuda Asset Management
Japan
$283K -$17.3K -250 -6%
FTDI
342
First Trust Direct Indexing
Massachusetts
$278K +$19.9K +288 +8%
VSQM
343
V-Square Quantitative Management
Illinois
$278K +$969 +14 +0.4%
EC
344
EntryPoint Capital
New York
$277K +$266K +3,839 New
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$277K -$51.1K -739 -16%
NW
346
NewEdge Wealth
Pennsylvania
$271K +$3.18K +46 +1%
CTC
347
Cetera Trust Company
Minnesota
$269K -$3.46K -50 -1%
VAS
348
Vestmark Advisory Solutions
Massachusetts
$268K +$346 +5 +0.1%
JSW
349
Journey Strategic Wealth
New Jersey
$267K +$138 +2 +0.1%
Bank Julius Baer & Co
350
Bank Julius Baer & Co
Switzerland
$260K -$144K -2,081 -38%

REG Hedge Fund Activity: Q3 2024 in Review

483 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Regency Centers (REG) for Q3 2024, worth a combined $12.8B — up 19% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new REG positions and 36 closed out — a net gain of 32 holders — while 182 added to existing stakes and 172 trimmed.

The largest buyer was UBS AM, adding an estimated $132M. The largest seller was Nuveen, cutting an estimated $43.2M.

  • 483 institutional investors held Regency Centers (REG) as of Q3 2024, up from 455 in Q2 2024.
  • Funds reported $12.8B of Regency Centers stock for Q3 2024, up 19% quarter-over-quarter.
  • 68 funds opened new Regency Centers positions in Q3 2024 and 36 closed out, a net change of +32 holders.
  • The largest Regency Centers buyer in Q3 2024 was UBS AM, an estimated $132M added.
  • The largest Regency Centers seller in Q3 2024 was Nuveen, an estimated $43.2M sold.

Based on aggregated 13F filings for Q3 2024.