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SITE Centers

236 hedge funds and large institutions have $2.63B invested in SITE Centers in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $2.05B → $2.63B (+$583M)

16% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 83

3.4% more ownership

Funds ownership: 114.6%117.99% (+3.4%)

6% less funds holding

Funds holding: 251236 (-15)

30% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 40

56% less call options, than puts

Call options by funds: $131K | Put options by funds: $295K

Holders
236
Holders Change
-15
Holders Change %
-5.98%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
96
Reduced
83
Closed
40
Calls
$131K
Puts
$295K
Net Calls
-$164K
Net Calls Change
-$65K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
201
Whittier Trust
California
$5.12K
CS
202
Comerica Securities
Michigan
$4.14K +$3.78K +385 New
TWA
203
TCI Wealth Advisors
Arizona
$3.5K -$3.27K -333 -50%
EWA
204
EverSource Wealth Advisors
Alabama
$3.22K -$1.18K -120 -28%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$3K +$20 +2 +0.6%
AF
206
Allworth Financial
California
$2.79K +$324 +33 +14%
CCA
207
Column Capital Advisors
Indiana
$2.4K
UB
208
UMB Bank
Missouri
$2K
BTI
209
Blue Trust Inc
Georgia
$2K +$275 +28 +14%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$1.82K +$186 +19 +13%
CFFP
211
Center for Financial Planning
Michigan
$1.71K
FHA
212
First Horizon Advisors
Tennessee
$1.58K -$13.5K -1,378 -90%
SIS
213
Sound Income Strategies
Florida
$1.18K
CA
214
Clearstead Advisors
Ohio
$1.08K +$10 +1 +1%
IRC
215
Investors Research Corp
Georgia
$1.01K
RG
216
Retirement Group
California
$1K +$942 +96 New
AF
217
Advisornet Financial
Minnesota
$956
SPIA
218
Steward Partners Investment Advisory
New York
$929
AWM
219
Accurate Wealth Management
Florida
$770 +$765 +78 New
MYAM
220
Meiji Yasuda Asset Management
Japan
$750
RFG
221
RFP Financial Group
Georgia
$724 +$667 +68 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$669 +$618 +63 New
BIA
223
Bell Investment Advisors
California
$642 +$589 +60 New
HWA
224
HHM Wealth Advisors
Tennessee
$628 +$579 +59 New
GRP
225
Global Retirement Partners
California
$601