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Regency Centers
REG

Overview Fund Activity

453 hedge funds and large institutions have $10.8B invested in Regency Centers in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 150 increasing their positions, 192 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
-9
Holders Change %
-1.95%
% of All Funds
6.59%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
50
Increased
150
Reduced
192
Closed
52
Calls
$1.14M
Puts
$20.3M
Net Calls
-$19.1M
Net Calls Change
-$19.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$663M
2
PI
PGGM Investments
Netherlands
$104M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$37.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$600M
5
BlackRock
BlackRock
New York
$1.27B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
UBS AM
UBS AM
Illinois
$10.4M
3
Deutsche Bank
Deutsche Bank
Germany
$48.1M
4
DPIM
Duff & Phelps Investment Management
Illinois
$35.1M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
426
IFP Advisors
Florida
$1.93K +$498 +8 +35%
ADL
427
Asset Dedication LLC
California
$1.8K – – –
CWP
428
Concord Wealth Partners
Virginia
$1.74K +$1.74K +28 New
FFA
429
Frazier Financial Advisors
Ohio
$1.68K +$1.68K +27 New
AWM
430
Abound Wealth Management
Tennessee
$1.62K -$436 -7 -21%
LTI
431
Laffer Tengler Investments
Tennessee
$1.56K – – –
LI
432
LRI Investments
Florida
$1.43K – – –
VWM
433
Venturi Wealth Management
Texas
$1.18K -$1.49K -24 -56%
Jones Financial Companies
434
Jones Financial Companies
Missouri
$1.18K +$1.18K +19 New
SIS
435
Sound Income Strategies
Florida
$1.12K – – –
AW
436
Avion Wealth
Texas
$1K -$1.5K -48 -60%
VNA
437
Valley National Advisers
Pennsylvania
$1K -$500 -10 -33%
PWMG
438
Private Wealth Management Group
New Jersey
$933 -$1.87K -30 -67%
FHA
439
First Horizon Advisors
Tennessee
$933 – – –
FNWA
440
Financial Network Wealth Advisors
Utah
$871 +$871 +14 New
DF
441
Dunhill Financial
United Kingdom
$821 – – –
WIA
442
Wetzel Investment Advisors
Indiana
$787 +$787 +13 New
MCM
443
MV Capital Management
Maryland
$685 +$125 +2 +22%
OWA
444
Opal Wealth Advisors
New York
$685 +$685 +11 New
UWS
445
Unique Wealth Strategies
Illinois
$666 +$666 +11 New
HWP
446
Highline Wealth Partners
California
$560 – – –
ECM
447
Everence Capital Management
Indiana
$547 – – –
TCM
448
TD Capital Management
Tennessee
$373 – – –
RWM
449
Ruedi Wealth Management
Illinois
$311 +$311 +5 New
SWA
450
SOA Wealth Advisors
New York
$139 – – –
16 17
18
19 20