SITC icon

SITE Centers
SITC

Overview Fund Activity

222 hedge funds and large institutions have $2.75B invested in SITE Centers in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-10
Holders Change %
-4.31%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
22
Increased
64
Reduced
94
Closed
30
Calls
$50K
Puts
$42K
Net Calls
+$8K
Net Calls Change
-$220K

Top Buyers

1
LPC
1
Long Pond Capital
New York
$84.9M
2
RIM
2
Rush Island Management
New York
$65.7M
3
WCP
3
Waterfront Capital Partners
New York
$40.7M
4
Brown Advisory
4
Brown Advisory
Maryland
$22.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$33.7M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.25M
2
Prudential Financial
2
Prudential Financial
New Jersey
$10.3M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$15.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$35.5M
5
Victory Capital Management
5
Victory Capital Management
Texas
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
201
Farmers & Merchants Investments Inc
Nebraska
$1.91K – – –
CFFP
202
Center for Financial Planning
Michigan
$1.83K – – –
SIS
203
Sound Income Strategies
Florida
$1.26K – – –
AA
204
Ancora Advisors
Ohio
$1.17K +$1.17K +103 New
UB
205
UMB Bank
Missouri
$1.17K +$1.17K +103 New
RG
206
Retirement Group
California
$1.1K – – –
IRC
207
Investors Research Corp
Georgia
$1.08K – – –
Simplex Trading
208
Simplex Trading
Illinois
$1K -$1.03K -118 -51%
VNA
209
Valley National Advisers
Pennsylvania
$1K +$1K +90 New
SPIA
210
Steward Partners Investment Advisory
New York
$996 – – –
Fuller & Thaler Asset Management
211
Fuller & Thaler Asset Management
California
$776 – – –
AWM
212
Avior Wealth Management
Nebraska
$747 +$747 +65 New
BIA
213
Bell Investment Advisors
California
$689 – – –
AWM
214
Abound Wealth Management
Tennessee
$543 – – –
ECM
215
Everence Capital Management
Indiana
$368 – – –
GRP
216
Global Retirement Partners
California
$322 – – –
PFBT
217
Parkside Financial Bank & Trust
Missouri
$293 – – –
RIL
218
Rothschild Investment LLC
Illinois
$293 +$293 +26 New
JWM
219
Janiczek Wealth Management
Colorado
$289 – – –
AF
220
Advisornet Financial
Minnesota
$176 – – –
BCM
221
Blume Capital Management
California
$103 – – –
SS
222
Sunbelt Securities
Texas
$88 – – –
S
223
Sachetta
Massachusetts
$11 -$11 – –
GLA
224
Great Lakes Advisors
Illinois
– -$5.94M -558,152 Closed
CIMLRA
225
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$3.11M -292,299 Closed
7 8
9
10 11