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Regency Centers

419 hedge funds and large institutions have $13.2B invested in Regency Centers in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 138 increasing their positions, 148 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 28

14% more capital invested

Capital invested by funds: $11.6B → $13.2B (+$1.61B)

10% more funds holding

Funds holding: 381419 (+38)

1.01% more ownership

Funds ownership: 101.52%102.53% (+1%)

7% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 148

98% less call options, than puts

Call options by funds: $1.69M | Put options by funds: $85.5M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
419
Holders Change
+38
Holders Change %
+9.97%
% of All Funds
6.45%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
68
Increased
138
Reduced
148
Closed
28
Calls
$1.69M
Puts
$85.5M
Net Calls
-$83.9M
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.97B +$20M +277,126 +1%
Capital World Investors
2
Capital World Investors
California
$1.35B +$292M +4,047,132 +29%
BlackRock
3
BlackRock
New York
$1.33B +$46.7M +647,092 +4%
Norges Bank
4
Norges Bank
Norway
$1.22B
State Street
5
State Street
Massachusetts
$838M +$56.3M +779,598 +8%
Principal Financial Group
6
Principal Financial Group
Iowa
$434M -$1.51M -20,904 -0.4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$391M -$33.7M -467,323 -8%
JP Morgan Chase
8
JP Morgan Chase
New York
$352M -$717K -9,931 -0.2%
Boston Partners
9
Boston Partners
Massachusetts
$265M -$2M -27,685 -0.8%
PI
10
PGGM Investments
Netherlands
$259M -$14.6M -202,992 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$254M +$1.13M +15,716 +0.5%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$248M +$7.09M +98,245 +3%
AAMU
13
APG Asset Management US
New York
$220M
Invesco
14
Invesco
Georgia
$213M -$33.6M -465,512 -14%
Northern Trust
15
Northern Trust
Illinois
$187M -$3.79M -52,462 -2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$186M -$3.71M -51,393 -2%
N
17
Nuveen
North Carolina
$182M -$90.1M -1,248,818 -34%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$149M -$8.41M -116,516 -6%
Cohen & Steers
19
Cohen & Steers
New York
$147M -$6.85M -94,882 -5%
Legal & General Group
20
Legal & General Group
United Kingdom
$147M -$4.55M -63,061 -3%
Charles Schwab
21
Charles Schwab
California
$135M +$3.79M +52,541 +3%
Deutsche Bank
22
Deutsche Bank
Germany
$135M +$58.5M +810,546 +83%
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$133M +$21M +291,715 +20%
American Century Companies
24
American Century Companies
Missouri
$132M +$104M +1,446,435 +474%
UBS AM
25
UBS AM
Illinois
$124M -$439K -6,084 -0.4%

REG Hedge Fund Activity: Q4 2021 in Review

419 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Regency Centers (REG) for Q4 2021, worth a combined $13.2B — up 14% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new REG positions and 28 closed out — a net gain of 40 holders — while 138 added to existing stakes and 148 trimmed.

The largest buyer was Capital World Investors, adding an estimated $292M. The largest seller was Nuveen, cutting an estimated $90.1M.

  • 419 institutional investors held Regency Centers (REG) as of Q4 2021, up from 381 in Q3 2021.
  • Funds reported $13.2B of Regency Centers stock for Q4 2021, up 14% quarter-over-quarter.
  • 68 funds opened new Regency Centers positions in Q4 2021 and 28 closed out, a net change of +40 holders.
  • The largest Regency Centers buyer in Q4 2021 was Capital World Investors, an estimated $292M added.
  • The largest Regency Centers seller in Q4 2021 was Nuveen, an estimated $90.1M sold.

Based on aggregated 13F filings for Q4 2021.