We are live on ! Find out more
SITC icon

SITE Centers
SITC

235 hedge funds and large institutions have $2.32B invested in SITE Centers in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $384K | Put options by funds: $115K

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

0% less funds holding

Funds holding: 236 → 235 (-1)

2.98% less ownership

Funds ownership: 117.99% → 115.01% (-3%)

12% less capital invested

Capital invested by funds: $2.63B → $2.32B (-$316M)

23% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 94

Holders
235
Holders Change
-1
Holders Change %
-0.42%
% of All Funds
3.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
72
Reduced
94
Closed
28
Calls
$384K
Puts
$115K
Net Calls
+$269K
Net Calls Change
+$433K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$17.7M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$17.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$13.1M
4
CCM
Cinctive Capital Management
New York
+$10.9M
5
PI
PGGM Investments
Netherlands
+$8.83M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$68.2M
2
Deutsche Bank
Deutsche Bank
Germany
-$19.2M
3
Morgan Stanley
Morgan Stanley
New York
-$18M
4
LIMS
Lasalle Investment Management Securities
Maryland
-$15.5M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$6.58K – – –
DAM
202
Delta Asset Management
Tennessee
$4.99K -$2.52K -248 -32%
WT
203
Whittier Trust
California
$4.61K – – –
AAS
204
Ameritas Advisory Services
Nebraska
$4.02K +$4.33K +427 New
S
205
SignatureFD
Georgia
$3.75K -$9.34K -920 -70%
TPCW
206
TD Private Client Wealth
New York
$3.29K -$4.5K -444 -56%
TWA
207
TCI Wealth Advisors
Arizona
$3.28K +$142 +14 +4%
BTI
208
Blue Trust Inc
Georgia
$3K +$51 +5 +2%
IA
209
IFP Advisors
Florida
$2.9K -$1.91K -188 -37%
AF
210
Allworth Financial
California
$2.56K +$61 +6 +2%
CCA
211
Column Capital Advisors
Indiana
$2.16K – – –
UB
212
UMB Bank
Missouri
$1.98K – – –
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$1.72K +$91 +9 +5%
CFFP
214
Center for Financial Planning
Michigan
$1.53K – – –
FHA
215
First Horizon Advisors
Tennessee
$1.42K – – –
SIS
216
Sound Income Strategies
Florida
$1.06K – – –
RG
217
Retirement Group
California
$1K – – –
IRC
218
Investors Research Corp
Georgia
$909 – – –
AF
219
Advisornet Financial
Minnesota
$860 – – –
SPIA
220
Steward Partners Investment Advisory
New York
$835 – – –
RFG
221
RFP Financial Group
Georgia
$651 – – –
BIA
222
Bell Investment Advisors
California
$578 – – –
HWA
223
HHM Wealth Advisors
Tennessee
$565 – – –
HNB
224
Huntington National Bank
Ohio
$564 +$589 +58 +5,800%
BAAM
225
Baker Avenue Asset Management
California
$454 – – –
7 8
9
10 11

SITC Hedge Fund Activity: Q1 2023 in Review

235 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SITE Centers (SITC) for Q1 2023, worth a combined $2.32B — down 12% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SITC positions and 28 closed out — a net gain of 3 holders — while 72 added to existing stakes and 94 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $17.7M. The largest seller was Cohen & Steers, cutting an estimated $68.2M.

  • 235 institutional investors held SITE Centers (SITC) as of Q1 2023, down from 236 in Q4 2022.
  • Funds reported $2.32B of SITE Centers stock for Q1 2023, down 12% quarter-over-quarter.
  • 31 funds opened new SITE Centers positions in Q1 2023 and 28 closed out, a net change of +3 holders.
  • The largest SITE Centers buyer in Q1 2023 was JP Morgan Chase, an estimated $17.7M added.
  • The largest SITE Centers seller in Q1 2023 was Cohen & Steers, an estimated $68.2M sold.

Based on aggregated 13F filings for Q1 2023.