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Regency Centers

379 hedge funds and large institutions have $11.7B invested in Regency Centers in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 147 increasing their positions, 141 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

5% more capital invested

Capital invested by funds: $11.2B → $11.7B (+$529M)

4% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 141

1% more funds holding

Funds holding: 376379 (+3)

0.27% more ownership

Funds ownership: 100.45%100.72% (+0.27%)

7% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $10.9M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
379
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
8.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
147
Reduced
141
Closed
31
Calls
$10.2M
Puts
$10.9M
Net Calls
-$743K
Net Calls Change
+$3.61M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
351
Berman Capital Advisors
Georgia
$5K
IFAM
352
Institutional & Family Asset Management
Colorado
$5K
ST
353
Smithfield Trust
Pennsylvania
$4K
WEC
354
Winslow Evans & Crocker
Massachusetts
$4K
PA
355
Parallel Advisors
California
$4K +$333 +5 +9%
PMFA
356
Plante Moran Financial Advisors
Michigan
$4K +$4.26K +64 New
CI
357
CX Institutional
Indiana
$3K -$2.6K -39 -45%
TWA
358
TCI Wealth Advisors
Arizona
$3K -$133 -2 -4%
HR
359
Howe & Rusling
New York
$3K
RIA
360
Realta Investment Advisors
Delaware
$3K +$67 +1 +2%
CAW
361
Cornerstone Advisors (Washington)
Washington
$3K +$2.13K +32 +178%
CBT
362
Capital Bank & Trust
California
$3K +$2.53K +38 New
AF
363
Allworth Financial
California
$3K +$2.93K +44 New
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$2K
BBHC
365
Brown Brothers Harriman & Co
New York
$2K +$1.33K +20 +222%
ECM
366
EII Capital Management
New York
$1.92K +$206K +3,094 +13%
SWA
367
Sutton Wealth Advisors
Florida
$1.04K
Fidelity International
368
Fidelity International
Bermuda
$1K -$399 -6 -29%
EFSCE
369
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
Kayne Anderson Rudnick Investment Management
370
Kayne Anderson Rudnick Investment Management
California
$1K
WWM
371
Willingdon Wealth Management
North Carolina
$1K +$865 +13 New
NIC
372
Northwest Investment Counselors
Oregon
$1K +$1.26K +19 New
MCM
373
MV Capital Management
Maryland
$1K +$1.4K +21 New
ED
374
Exane Derivatives
France
$834
GT
375
Glenmede Trust
Pennsylvania
$5 +$2.86K +43 +105%