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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
LFA
376
LGT Financial Advisors
Texas
$13.6K +$14.4K +228 New
HPC
377
HM Payson & Co
Maine
$13.4K
LS
378
Livforsakringsbolaget Skandia
Sweden
$12K
BIA
379
Bell Investment Advisors
California
$11.7K +$884 +14 +8%
DGAM
380
Desjardins Global Asset Management
Quebec, Canada
$10.9K -$8.27K -131 -42%
PFBT
381
Parkside Financial Bank & Trust
Missouri
$10.9K +$3.41K +54 +42%
ZB
382
Zions Bancorporation
Utah
$9.63K
AAG
383
Armstrong Advisory Group
Massachusetts
$8.98K
QC
384
Quent Capital
New York
$7.13K
DAM
385
Delta Asset Management
Tennessee
$6.95K
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$6.95K +$631 +10 +9%
CTA
387
Colonial Trust Advisors
South Carolina
$6.66K
HWA
388
HHM Wealth Advisors
Tennessee
$6.36K
EARNEST Partners
389
EARNEST Partners
Georgia
$6.36K
SC
390
SouthState Corp
Florida
$6.24K -$1.45K -23 -18%
PPC
391
Park Place Capital
Alabama
$6.06K +$2.08K +33 +48%
NS
392
NBC Securities
Alabama
$6K +$6.38K +101 New
CWAF
393
Core Wealth Advisors (Florida)
Florida
$5.94K
RFG
394
RFP Financial Group
Georgia
$5.83K
GRP
395
Global Retirement Partners
California
$5.33K +$2.59K +41 +79%
TWM
396
Tradition Wealth Management
Minnesota
$5K +$63 +1 +1%
AW
397
Avion Wealth
Texas
$5K +$1.01K +16 +20%
BTI
398
Blue Trust Inc
Georgia
$5K +$1.7K +27 +44%
VWM
399
Venturi Wealth Management
Texas
$4.93K +$4.92K +78 +1,560%
RAM
400
Riggs Asset Management
Pennsylvania
$4.88K +$5.18K +82 New

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.