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SITE Centers

228 hedge funds and large institutions have $2.4B invested in SITE Centers in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,679% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $58K

0.38% more ownership

Funds ownership: 119.01%119.39% (+0.38%)

1% less funds holding

Funds holding: 230228 (-2)

5% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 87

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

6% less capital invested

Capital invested by funds: $2.57B → $2.4B (-$164M)

Holders
228
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
83
Reduced
87
Closed
19
Calls
$1.03M
Puts
$58K
Net Calls
+$974K
Net Calls Change
+$756K
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
201
Delta Asset Management
Tennessee
$2.63K -$2.6K -247 -48%
CCA
202
Column Capital Advisors
Indiana
$2.17K
BTI
203
Blue Trust Inc
Georgia
$2K -$906 -86 -36%
UB
204
UMB Bank
Missouri
$1.99K
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$1.95K +$717 +68 +50%
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$1.73K
CFFP
207
Center for Financial Planning
Michigan
$1.54K
FHA
208
First Horizon Advisors
Tennessee
$1.43K
CP
209
Castleview Partners
Texas
$1.28K
SIS
210
Sound Income Strategies
Florida
$1.06K
Simplex Trading
211
Simplex Trading
Illinois
$1K -$4.53K -430 -71%
RG
212
Retirement Group
California
$925
IRC
213
Investors Research Corp
Georgia
$912
AF
214
Advisornet Financial
Minnesota
$863
SPIA
215
Steward Partners Investment Advisory
New York
$838
RFG
216
RFP Financial Group
Georgia
$653
BIA
217
Bell Investment Advisors
California
$580
Fuller & Thaler Asset Management
218
Fuller & Thaler Asset Management
California
$580
AWM
219
Abound Wealth Management
Tennessee
$481
BAAM
220
Baker Avenue Asset Management
California
$456
GRP
221
Global Retirement Partners
California
$438 +$200 +19 +68%
ECM
222
Everence Capital Management
Indiana
$310
JWM
223
Janiczek Wealth Management
Colorado
$244
JMF
224
Johnson Midwest Financial
Iowa
$185
FAM
225
Flaharty Asset Management
Florida
$111 +$126 +12 New

SITC Hedge Fund Activity: Q3 2023 in Review

228 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SITE Centers (SITC) for Q3 2023, worth a combined $2.4B — down 6.4% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SITC and 18 opened new positions — a net loss of 1 holder — while 87 trimmed existing stakes and 83 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $53.8M. The largest seller was PGGM Investments, cutting an estimated $27M.

  • 228 institutional investors held SITE Centers (SITC) as of Q3 2023, down from 230 in Q2 2023.
  • Funds reported $2.4B of SITE Centers stock for Q3 2023, down 6.4% quarter-over-quarter.
  • 18 funds opened new SITE Centers positions in Q3 2023 and 19 closed out, a net change of -1 holder.
  • The largest SITE Centers buyer in Q3 2023 was Balyasny Asset Management, an estimated $53.8M added.
  • The largest SITE Centers seller in Q3 2023 was PGGM Investments, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2023.