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Regency Centers

428 hedge funds and large institutions have $10.4B invested in Regency Centers in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 166 increasing their positions, 142 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $968K | Put options by funds: $356K

106% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 32

17% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 142

15% more capital invested

Capital invested by funds: $9.07B → $10.4B (+$1.32B)

7% more funds holding

Funds holding: 400428 (+28)

0.1% more ownership

Funds ownership: 98.49%98.59% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
428
Holders Change
+28
Holders Change %
+7%
% of All Funds
6.88%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
66
Increased
166
Reduced
142
Closed
32
Calls
$968K
Puts
$356K
Net Calls
+$612K
Net Calls Change
+$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.67B +$5.38M +87,534 +0.3%
BlackRock
2
BlackRock
New York
$1.07B +$16.1K +262 +0%
Norges Bank
3
Norges Bank
Norway
$1.01B
State Street
4
State Street
Massachusetts
$772M +$470K +7,649 +0.1%
Principal Financial Group
5
Principal Financial Group
Iowa
$447M -$16.1M -262,441 -4%
Capital World Investors
6
Capital World Investors
California
$385M -$135M -2,196,664 -26%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$380M +$16.3M +265,643 +5%
Boston Partners
8
Boston Partners
Massachusetts
$251M +$4.5M +73,325 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$231M +$6.93M +112,758 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$212M +$4M +65,149 +2%
AAMU
11
APG Asset Management US
New York
$192M
Invesco
12
Invesco
Georgia
$187M -$9.88M -160,897 -5%
American Century Companies
13
American Century Companies
Missouri
$184M -$16.9M -275,239 -9%
JP Morgan Chase
14
JP Morgan Chase
New York
$172M +$471K +7,662 +0.3%
N
15
Nuveen
North Carolina
$168M +$21.1M +343,935 +15%
Northern Trust
16
Northern Trust
Illinois
$152M -$4.69M -76,291 -3%
Charles Schwab
17
Charles Schwab
California
$124M +$5.61M +91,310 +5%
Legal & General Group
18
Legal & General Group
United Kingdom
$118M +$211K +3,443 +0.2%
CIM
19
Centersquare Investment Management
Pennsylvania
$109M +$37.9M +616,550 +55%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$104M +$54.4M +885,592 +114%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$99.2M +$2.32M +37,797 +2%
UBS AM
22
UBS AM
Illinois
$98.2M +$5.77M +93,951 +6%
PI
23
PGGM Investments
Netherlands
$89M -$19.1M -310,288 -18%
ZP
24
Zimmer Partners
New York
$79.5M -$108M -1,752,500 -58%
RC
25
Resolution Capital
Australia
$79.4M +$78M +1,270,285 New

REG Hedge Fund Activity: Q4 2022 in Review

428 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Regency Centers (REG) for Q4 2022, worth a combined $10.4B — up 15% from $9.07B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new REG positions and 32 closed out — a net gain of 34 holders — while 166 added to existing stakes and 142 trimmed.

The largest buyer was Resolution Capital, opening a new position worth an estimated $78M. The largest seller was Capital World Investors, cutting an estimated $135M.

  • 428 institutional investors held Regency Centers (REG) as of Q4 2022, up from 400 in Q3 2022.
  • Funds reported $10.4B of Regency Centers stock for Q4 2022, up 15% quarter-over-quarter.
  • 66 funds opened new Regency Centers positions in Q4 2022 and 32 closed out, a net change of +34 holders.
  • The largest Regency Centers buyer in Q4 2022 was Resolution Capital, an estimated $78M added.
  • The largest Regency Centers seller in Q4 2022 was Capital World Investors, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2022.