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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
WT
401
Whittier Trust
California
$3.63K
BAAM
402
Baker Avenue Asset Management
California
$3.51K +$2.34K +37 +168%
DIP
403
DT Investment Partners
Pennsylvania
$3.21K
HI
404
Harbour Investments
Wisconsin
$2.73K +$2.08K +33 +254%
TWC
405
TD Waterhouse Canada
Ontario, Canada
$2.61K +$2.84K +45 New
PTC
406
Private Trust Company
Ohio
$2.5K
BCMLT
407
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.47K
LF
408
Lee Financial
Texas
$2.46K +$2.4K +38 +1,267%
SWA
409
Sutton Wealth Advisors
Florida
$2.44K
GWS
410
Glassman Wealth Services
Virginia
$2.02K
GKIM
411
GW&K Investment Management
Massachusetts
$2K -$126 -2 -5%
CAL
412
Capital Advisors Ltd
Ohio
$2K +$631 +10 +38%
FMP
413
Financial Management Professionals
Texas
$2K +$1.26K +20 +222%
AWM
414
Abound Wealth Management
Tennessee
$1.97K
EWA
415
EverSource Wealth Advisors
Alabama
$1.96K -$505 -8 -20%
UB
416
UMB Bank
Missouri
$1.78K
LTI
417
Laffer Tengler Investments
Tennessee
$1.49K -$399K -6,325 -100%
Group One Trading
418
Group One Trading
Illinois
$1.49K -$4.73K -75 -75%
CSPIA
419
Cary Street Partners Investment Advisory
Virginia
$1.49K +$1.58K +25 New
SPIA
420
Steward Partners Investment Advisory
New York
$1.25K +$1.33K +21 New
MFT
421
Moisand Fitzgerald Tamayo
Florida
$1.13K
CWC
422
Carolinas Wealth Consulting
North Carolina
$1.08K -$252 -4 -18%
MIM
423
Macroview Investment Management
Maryland
$1.07K +$1.14K +18 New
SIS
424
Sound Income Strategies
Florida
$1.07K +$1.14K +18 New
SIA
425
SkyView Investment Advisors
New Jersey
$1K

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.