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Regency Centers
REG

Overview Fund Activity

423 hedge funds and large institutions have $10.6B invested in Regency Centers in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 145 increasing their positions, 163 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
6.67%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
44
Increased
145
Reduced
163
Closed
34
Calls
$1.09M
Puts
$420K
Net Calls
+$673K
Net Calls Change
+$526K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$271M
2
RC
Resolution Capital
Australia
$265M
3
ZP
Zimmer Partners
New York
$23.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
$24.4M
5
LIP
Lighthouse Investment Partners
Florida
$17M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.9M
2
CIM
Centersquare Investment Management
Pennsylvania
$42.1M
3
PAM
Panagora Asset Management
Massachusetts
$578K
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$12.5M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
401
Capital Advisors Ltd
Ohio
$2K +$1.62K +21 +420%
BWM
402
BerganKDV Wealth Management
Minnesota
$1.85K – – –
UB
403
UMB Bank
Missouri
$1.85K – – –
YDMI
404
Y.D. More Investments
Israel
$1.85K – – –
BAAM
405
Baker Avenue Asset Management
California
$1.36K – – –
CWC
406
Carolinas Wealth Consulting
North Carolina
$1.35K – – –
MFT
407
Moisand Fitzgerald Tamayo
Florida
$1.17K – – –
EWM
408
Endurance Wealth Management
Rhode Island
$1K – – –
FMP
409
Financial Management Professionals
Texas
$1K +$222 +2 +29%
SIA
410
SkyView Investment Advisors
New Jersey
$1K +$500 +5 +100%
BG
411
Bollard Group
Massachusetts
$1K +$1K +10 New
HI
412
Harbour Investments
Wisconsin
$803 – – –
UFF
413
USA Financial Formulas
Michigan
$741 – – –
VCM
414
Versant Capital Management
Arizona
$618 – – –
MCM
415
MV Capital Management
Maryland
$556 -$57.9K -937 -99%
HWP
416
Highline Wealth Partners
California
$556 – – –
FCAG
417
First Capital Advisors Group
New Jersey
$494 +$494 +8 New
CA
418
Crewe Advisors
Utah
$433 +$433 +7 New
VWM
419
Venturi Wealth Management
Texas
$309 +$309 +5 New
HNB
420
Huntington National Bank
Ohio
$247 – – –
LF
421
Lee Financial
Texas
$188 -$2.01K -32 -91%
SWA
422
SOA Wealth Advisors
New York
$132 – – –
KHCM
423
Kettle Hill Capital Management
New York
– -$6.65M -108,619 Closed
CSS
424
Cubist Systematic Strategies
Connecticut
– -$4.98M -81,369 Closed
Qube Research & Technologies (QRT)
425
Qube Research & Technologies (QRT)
United Kingdom
– -$3.5M -57,209 Closed
15 16
17
18 19