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Regency Centers

373 hedge funds and large institutions have $7.66B invested in Regency Centers in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 122 increasing their positions, 145 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 34

20% more capital invested

Capital invested by funds: $6.37B → $7.66B (+$1.29B)

7% more funds holding

Funds holding: 348373 (+25)

0.45% less ownership

Funds ownership: 98.95%98.5% (-0.45%)

16% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 145

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

94% less call options, than puts

Call options by funds: $7.07M | Put options by funds: $126M

Holders
373
Holders Change
+25
Holders Change %
+7.18%
% of All Funds
6.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
63
Increased
122
Reduced
145
Closed
34
Calls
$7.07M
Puts
$126M
Net Calls
-$119M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.21B -$5.83M -135,532 -0.5%
BlackRock
2
BlackRock
New York
$856M +$67M +1,558,601 +9%
Norges Bank
3
Norges Bank
Norway
$738M
State Street
4
State Street
Massachusetts
$459M -$8.31M -193,229 -2%
Invesco
5
Invesco
Georgia
$269M -$36.7M -852,435 -13%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$264M +$2.92M +67,917 +1%
Principal Financial Group
7
Principal Financial Group
Iowa
$259M +$1.13M +26,347 +0.5%
PI
8
PGGM Investments
Netherlands
$244M +$17M +395,391 +8%
JP Morgan Chase
9
JP Morgan Chase
New York
$178M -$59.7M -1,388,480 -26%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$166M -$3.16M -73,492 -2%
N
11
Nuveen
North Carolina
$161M +$42.7M +992,186 +39%
AAMU
12
APG Asset Management US
New York
$152M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$150M -$5.68M -132,019 -4%
Boston Partners
14
Boston Partners
Massachusetts
$139M +$923K +21,468 +0.7%
Northern Trust
15
Northern Trust
Illinois
$137M -$5.6M -130,230 -4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$126M -$125K -2,913 -0.1%
Legal & General Group
17
Legal & General Group
United Kingdom
$92.9M +$955K +22,214 +1%
ZP
18
Zimmer Partners
New York
$92.3M +$43.8M +1,019,458 +101%
CIM
19
Centersquare Investment Management
Pennsylvania
$90.9M -$10.4M -241,892 -11%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$89.8M +$7.7M +179,089 +10%
Charles Schwab
21
Charles Schwab
California
$86.1M +$1.18M +27,380 +1%
UBS AM
22
UBS AM
Illinois
$84M +$8.67M +201,604 +12%
Morgan Stanley
23
Morgan Stanley
New York
$76.6M +$2.94M +68,357 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$64.7M -$16.4M -381,816 -21%
BC
25
Brookfield Corp
Ontario, Canada
$62.1M -$5.32M -123,797 -8%

REG Hedge Fund Activity: Q4 2020 in Review

373 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Regency Centers (REG) for Q4 2020, worth a combined $7.66B — up 20% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new REG positions and 34 closed out — a net gain of 29 holders — while 122 added to existing stakes and 145 trimmed.

The largest buyer was BlackRock, adding an estimated $67M. The largest seller was JP Morgan Chase, cutting an estimated $59.7M.

  • 373 institutional investors held Regency Centers (REG) as of Q4 2020, up from 348 in Q3 2020.
  • Funds reported $7.66B of Regency Centers stock for Q4 2020, up 20% quarter-over-quarter.
  • 63 funds opened new Regency Centers positions in Q4 2020 and 34 closed out, a net change of +29 holders.
  • The largest Regency Centers buyer in Q4 2020 was BlackRock, an estimated $67M added.
  • The largest Regency Centers seller in Q4 2020 was JP Morgan Chase, an estimated $59.7M sold.

Based on aggregated 13F filings for Q4 2020.