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Regency Centers

464 hedge funds and large institutions have $10.7B invested in Regency Centers in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 160 increasing their positions, 170 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.87% less ownership

Funds ownership: 96.81%95.94% (-0.87%)

1% less call options, than puts

Call options by funds: $1.29M | Put options by funds: $1.31M

6% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 170

7% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 60

1% less funds holding

Funds holding: 471464 (-7)

10% less capital invested

Capital invested by funds: $12B → $10.7B (-$1.25B)

Holders
464
Holders Change
-7
Holders Change %
-1.49%
% of All Funds
6.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
56
Increased
160
Reduced
170
Closed
60
Calls
$1.29M
Puts
$1.31M
Net Calls
-$18K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
426
Whittier Trust
California
$3.69K
DIP
427
DT Investment Partners
Pennsylvania
$3.27K
GKIM
428
GW&K Investment Management
Massachusetts
$3K +$186 +3 +7%
CAL
429
Capital Advisors Ltd
Ohio
$3K +$496 +8 +22%
AP
430
Aspect Partners
Virginia
$2.79K
PWMG
431
Private Wealth Management Group
New Jersey
$2.73K
VWM
432
Venturi Wealth Management
Texas
$2.6K -$5.14K -83 -66%
HI
433
Harbour Investments
Wisconsin
$2.6K -$1.11K -18 -30%
PTC
434
Private Trust Company
Ohio
$2.54K
RCM
435
Raleigh Capital Management
North Carolina
$2.42K +$1.86K +30 +300%
AWM
436
Abound Wealth Management
Tennessee
$2.01K
ADL
437
Asset Dedication LLC
California
$2K
HIA
438
Harbor Investment Advisory
Maryland
$1.57K +$1.61K +26 New
LTI
439
Laffer Tengler Investments
Tennessee
$1.51K
AWM
440
Avior Wealth Management
Nebraska
$1.45K +$1.49K +24 New
IA
441
IFP Advisors
Florida
$1.39K +$1.11K +18 +360%
LI
442
LRI Investments
Florida
$1.39K +$1.43K +23 New
EWA
443
EverSource Wealth Advisors
Alabama
$1.36K -$1.18K -19 -45%
SIS
444
Sound Income Strategies
Florida
$1.09K
AF
445
Advisornet Financial
Minnesota
$1.09K +$124 +2 +13%
VNA
446
Valley National Advisers
Pennsylvania
$1K -$19.8K -319 -91%
FMP
447
Financial Management Professionals
Texas
$1K -$1.24K -20 -69%
CA
448
CoreCap Advisors
Michigan
$969 +$991 +16 New
FHA
449
First Horizon Advisors
Tennessee
$908
GI
450
Gradient Investments
Minnesota
$787