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Regency Centers

415 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, 178 increasing their positions, 139 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
-11
Holders Change %
-2.58%
% of All Funds
6.64%
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
178
Reduced
139
Closed
38
Calls
$459K
Puts
$312K
Net Calls
+$147K
Net Calls Change
-$465K
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
376
First Horizon Advisors
Tennessee
$6.24K +$5.32K +87 +580%
CWA
377
Core Wealth Advisors
Florida
$6.12K
RFG
378
RFP Financial Group
Georgia
$6K
FGAM
379
Financial Gravity Asset Management
Texas
$5.76K -$189 -2 -3%
TWM
380
Tradition Wealth Management
Minnesota
$5K +$57 +1 +1%
AW
381
Avion Wealth
Texas
$5K +$455 +8 +10%
DIP
382
DT Investment Partners
Pennsylvania
$3.28K
SWA
383
Sutton Wealth Advisors
Florida
$2.94K
PTC
384
Private Trust Company
Ohio
$2.57K -$734 -12 -22%
EWA
385
EverSource Wealth Advisors
Alabama
$2.51K
FFA
386
Farther Finance Advisors
California
$2.39K
LF
387
Lee Financial
Texas
$2.17K
BBHC
388
Brown Brothers Harriman & Co
New York
$2.08K
GWS
389
Glassman Wealth Services
Virginia
$2.08K
WTA
390
Washington Trust Advisors
Massachusetts
$2.02K
TAIM
391
TD Ameritrade Investment Management
Nebraska
$2K
GRP
392
Global Retirement Partners
California
$1.99K +$241 +4 +14%
BWM
393
BerganKDV Wealth Management
Minnesota
$1.84K
UB
394
UMB Bank
Missouri
$1.84K -$489 -8 -21%
YDMI
395
Y.D. More Investments
Israel
$1.84K +$122 +2 +7%
AWM
396
Abound Wealth Management
Tennessee
$1.59K
CWC
397
Carolinas Wealth Consulting
North Carolina
$1.36K +$554 +9 +69%
BAAM
398
Baker Avenue Asset Management
California
$1.35K
MFT
399
Moisand Fitzgerald Tamayo
Florida
$1.16K
EWM
400
Endurance Wealth Management
Rhode Island
$1K