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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
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$6.55K
HWA
377
HHM Wealth Advisors
Tennessee
$6.55K +$1.89K +30 +39%
FHA
378
First Horizon Advisors
Tennessee
$6.24K +$5.47K +87 +580%
CWAF
379
Core Wealth Advisors (Florida)
Florida
$6.12K
RFG
380
RFP Financial Group
Georgia
$6K
FGAM
381
Financial Gravity Asset Management
Texas
$5.76K -$126 -2 -3%
TWM
382
Tradition Wealth Management
Minnesota
$5K +$63 +1 +1%
AW
383
Avion Wealth
Texas
$5K +$503 +8 +10%
DIP
384
DT Investment Partners
Pennsylvania
$3.27K
SWA
385
Sutton Wealth Advisors
Florida
$2.94K
PTC
386
Private Trust Company
Ohio
$2.57K -$755 -12 -22%
EWA
387
EverSource Wealth Advisors
Alabama
$2.51K
FFA
388
Farther Finance Advisors
California
$2.39K
LF
389
Lee Financial
Texas
$2.17K
BBHC
390
Brown Brothers Harriman & Co
New York
$2.08K
GWS
391
Glassman Wealth Services
Virginia
$2.08K
WTA
392
Washington Trust Advisors
Massachusetts
$2.02K
TAIM
393
TD Ameritrade Investment Management
Nebraska
$2K
GRP
394
Global Retirement Partners
California
$1.99K +$252 +4 +14%
BWM
395
BerganKDV Wealth Management
Minnesota
$1.84K
UB
396
UMB Bank
Missouri
$1.83K -$503 -8 -21%
YDMI
397
Y.D. More Investments
Israel
$1.83K +$126 +2 +7%
AWM
398
Abound Wealth Management
Tennessee
$1.59K
CWC
399
Carolinas Wealth Consulting
North Carolina
$1.35K +$566 +9 +69%
BAAM
400
Baker Avenue Asset Management
California
$1.35K