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Regency Centers

439 hedge funds and large institutions have $10.6B invested in Regency Centers in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 213 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $365K

99% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 107

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

3% more funds holding

Funds holding: 425439 (+14)

0% more capital invested

Capital invested by funds: $10.6B → $10.6B (+$29.5M)

3.58% less ownership

Funds ownership: 100.29%96.71% (-3.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
439
Holders Change
+14
Holders Change %
+3.29%
% of All Funds
6.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
213
Reduced
107
Closed
40
Calls
$2.02M
Puts
$365K
Net Calls
+$1.66M
Net Calls Change
+$986K
Name Holding Trade Value Shares
Change
Change in
Stake
C
351
Covestor
United Kingdom
$72K +$4.17K +66 +6%
SIM
352
Sentry Investment Management
Wisconsin
$57K +$60.2K +954 New
CA
353
Clearstead Advisors
Ohio
$54.7K +$25.3K +400 +77%
PCM
354
Penserra Capital Management
California
$54K -$5.24K -83 -8%
LC
355
Lindbrook Capital
California
$49.3K +$8.9K +141 +20%
MIFH
356
Migdal Insurance & Financial Holdings
Israel
$46K -$19.4K -308 -29%
FDCDDQ
357
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.4K
Simplex Trading
358
Simplex Trading
Illinois
$43K +$12.4K +197 +37%
FFA
359
Farther Finance Advisors
California
$38.6K +$35.2K +558 +613%
BWL
360
Bogart Wealth LLC
Virginia
$30.9K +$32.8K +520 New
JWM
361
Janiczek Wealth Management
Colorado
$30.5K
SOW
362
State of Wyoming
Wyoming
$30.4K +$13.8K +219 +75%
NFSG
363
Newbridge Financial Services Group
Florida
$28.8K +$30.6K +484 New
SWM
364
Spire Wealth Management
Virginia
$28.5K +$189 +3 +0.6%
FGAM
365
Financial Gravity Asset Management
Texas
$26.8K +$25.1K +398 +642%
GJIA
366
Glass Jacobson Investment Advisors
Maryland
$25.7K +$27.3K +433 New
AF
367
Allworth Financial
California
$23.2K +$18.1K +286 +275%
VCM
368
Versant Capital Management
Arizona
$23.1K +$23.9K +379 +3,790%
NA
369
NewEdge Advisors
Louisiana
$21.8K +$126 +2 +0.5%
PAI
370
Pittenger & Anderson Inc
Nebraska
$20.6K
SS
371
Sunbelt Securities
Texas
$20.2K +$189 +3 +0.9%
AWM
372
AllSquare Wealth Management
New York
$19.1K +$20.3K +321 New
VNA
373
Valley National Advisers
Pennsylvania
$19K +$947 +15 +5%
BBHC
374
Brown Brothers Harriman & Co
New York
$14.9K +$13.6K +216 +635%
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$14.3K +$4.48K +71 +42%

REG Hedge Fund Activity: Q3 2023 in Review

439 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Regency Centers (REG) for Q3 2023, worth a combined $10.6B — up 0.28% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new REG positions and 40 closed out — a net gain of 18 holders — while 213 added to existing stakes and 107 trimmed.

The largest buyer was Invesco, adding an estimated $164M. The largest seller was Citadel Advisors, cutting an estimated $37.6M.

  • 439 institutional investors held Regency Centers (REG) as of Q3 2023, up from 425 in Q2 2023.
  • Funds reported $10.6B of Regency Centers stock for Q3 2023, up 0.28% quarter-over-quarter.
  • 58 funds opened new Regency Centers positions in Q3 2023 and 40 closed out, a net change of +18 holders.
  • The largest Regency Centers buyer in Q3 2023 was Invesco, an estimated $164M added.
  • The largest Regency Centers seller in Q3 2023 was Citadel Advisors, an estimated $37.6M sold.

Based on aggregated 13F filings for Q3 2023.